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

To: D. K. G. who wrote (7657)	3/14/2000 8:30:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 9068

Nice article, but the author is not particularly well informed. >>The stock has been buoyed by the rise of the ASP market, shown in its fourth-quarter earnings statement. While the first part of that sentence may be true, the second half is flat out wrong. Q4 revenue and earnings from the ASP market were negligible, which has been pointed out by Citrix management ad nauseum. Nonetheless, I agree that Citrix will become a 800 lb gorilla in the ASP space as it evolves.

To: D. K. G. who wrote (7657)	3/15/2000 1:07:00 AM
From: David Montgomery	Read Replies (1) \| Respond to of 9068

That's a good article. Thanks Denis. Two things really struck me. 1. "Templeton says that while the ASP market is well-suited for Citrix, the company still faces challenges as it preaches the gospel of server-based computing. These include the fundamental hurdle of explaining this new type of computing." I hope that Citrix starts to do a more effective job of explaining things. As people become more aware of Citrix products and the capabilities, the "explaining" job may become simpler. Maybe a lot of the job is just the time it takes for potential customers to actually become aware. My understanding of the Citrix entry into the UNIX / Solaris market is that there is a possibility that the Citrix software will establish some interoperability between Windows and UNIX operating systems. That sounds a little like Sun's vision for the "Java Virtual Machine" - and from the rest of the article, it sounds like Citrix is winning out in the "interoperability" area. That's item 2: "Templeton says Citrix will remain unique enough to stay atop the ASP game. 'I don't see Microsoft or Sun or anyone else stepping over to our sort of model,' he said. 'The challenges of doing so are enormous, but we're used to that.' And with the entry into the UNIX / Solaris market, Citrix may remain unique enough to stay atop the interoperablility game. A big plus. Thanks again for finding that article Denis. dm