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

To: Danny Chan who wrote (7644)	3/10/2000 12:04:00 AM
From: David Montgomery	Read Replies (2) \| Respond to of 9068

I think the CTXS PEG is a little higher than you stated. Here are the numbers I just found: CTXS PE = 188.3 growth = 47% peg = 4.0 At this PEG ( for what it's worth ), I think the price is a little high. We had a long discussion a while back where I finally learned something about the PEG ratio. At that time, the CTXS price was in the vicinity of 120 ( pre split ) and the PEG was ( I believe ) slightly above 2. It's nice to value a stock with "high growth" at a higher peg. I seriously doubt that PALM computers and "UNIX" (Solaris, Linus, etc ) applications will be a significant contributor to CITRIX's profitablilty ( unless, of course, UNIX type systems replace windows - in which event we would probably have a 1 - 1 change at great R&D cost to CTXS ). So if the growth rate is going to grow as much as the PEG ratio indicates, where is the new growth going to come from ?