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Technology Stocks : Citrix Systems (CTXS) -- Ignore unavailable to you. Want to Upgrade?

To: David Montgomery who wrote (7643)	3/9/2000 11:28:00 PM
From: Danny Chan	Read Replies (2) \| Respond to of 9068

Dave. The market is valuing sectors/stocks with high growth rate at high premium. Just compare CTXS's PEG at about 2 to other ones that I follow: PMCS, NTAP at 4, AMCC, JDSU at 3.5, SEBL at 2.5. The closest company to CTXS in terms of industry position, margin and growth rate is CHKP and it is at PEG 3. So you see what I mean. So the question is whether these premiums are sustainable. In fact these premiums are nothing new, they were put on sectors like consumer products, beverage or drugs before. It's just that technology sector hasn't enjoyed them until recent months.