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

To: Mike Buckley who wrote (7726)	3/31/2000 12:26:00 PM
From: jkb	Read Replies (2) \| Respond to of 9068

Let me start out by saying that my organization is a reseller and implementor of Citrix technologies. My organization has been doing this for ~five years. I've been an investor for almost that long. I am at this point concerned about Citrix' future. I have always felt that up until this point, that the competing Java/HTML (web-based) model could not compete with Citrix. Just these last three months, I have seen application vendor after application vendor re-writing their code into the web-based model. Clients don't need Citrix when they implement the web-based model. And that's the concern. Our clients now tell us "Why do we need Citrix anymore when we plan on implementing the web-based model?" There is no perfect rebuttal to that concern. The web-based model can do just about everything that Citrix can - without having WinFrame/MetaFrame. In the web-based model, you can do web clustering, you can operate in somewhat of a thin model, printing is better, and it's easy to use. You lose the "shadowing capability" with the web-based model and yes - ICA is faster than HTTP and other web-based protocols. But those issues are not enough to convince clients to go/stay with Citrix. Having said that, not every application in the world will become web-based, and in those instances Citrix will be the only player. Forget about the SCO's of the world and others who plan to compete specifically in that space - Citrix easily wins there. But I've seen enough clients who will not implement Citrix - and will implement the web-based scenario - such that it has forced our business (reseller) to evaluate our thin-client strategy. I've recently had a client who has fourty Citrix WinFrame servers tell me that they would rather move to the web-based model rather than upgrade to MetaFrame. Good luck - I'm done with my long position in Citrix for now - I'm happy to take in my profits - but I do hope that I'm wrong regarding the future of this company.

To: Mike Buckley who wrote (7726)	3/31/2000 12:30:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 9068

Okay, Mike <VBG> How about this: IBM and Citrix Spur ASP Market Growth WHITE PLAINS, NY--(BUSINESS WIRE)--March 30, 2000-- IBM to Incorporate Citrix Technology in Worldwide ASP Prime Solution Centers Offering a "Fast Start" to Bring Applications to Hosting Model IBM and Citrix Systems, Inc. (Nasdaq:CTXS) today announced an agreement to accelerate growth of the emerging Application Service Provider (ASP) industry. The two firms will offer software developers a fast way to make existing applications ready for server-based hosting in ASP data centers and will provide them with resources and experience needed to seize the tremendous opportunities offered by the ASP market. The initiative will establish Citrix ISV competencies as a key offering within IBM's ASP Prime Solution Center facilities worldwide. The ASP Prime initiative helps developers enable their applications for Web hosting by providing education, application evaluation, technical support and consulting services. Through this alliance, the centers will be able to teach developers how to quickly enable existing, two-tier client/server applications for server-based ASP hosting and Internet delivery using Citrix MetaFrame(TM) application server software and NFuse(TM) application portal technology. Citrix NFuse allows applications running on a Citrix MetaFrame server to be "published" onto a Web page and accessed through a standard browser. "With the inclusion of Citrix competencies, our ASP Prime initiative will now provide an even more robust set of offerings for qualified developers, including education, technical training, hardware and software solutions, and technical consultation, to propel the ASP market forward," said Jim Corgel, general manager, IBM Global Net Generation Business. "Working with Citrix, we plan to continue encouraging and fostering further establishment of industry standards and best practices." "The full potential of the ASP industry has not yet been realized; not from a lack of service providers or interested customers but due to the issue of ASP-enabling applications," said Chris Phoenix, vice president and general manager, Citrix iBusiness. "With the advent of our NFuse portal technology, which provides instant, seamless access to applications through a standard Web browser, developers and ISVs have a tool for taking new or legacy applications from 'nothing to the Net in five days.' By enabling applications to run in a server-based environment, ISVs can provide ASPs the wide array of solutions they need to attract customers." As part of ASP Prime, application service providers will also learn how to maximize deployments and create environments that support Service Level Agreements (SLAs) through a five-step process, including education, assessment, enablement, hosting and launch. IBM's ASP Prime Solution Centers include offerings to assist developers using the IBM Application Framework for e-business, AS/400(a) and Lotus Domino(a)technologies, in addition to Citrix. IBM's ASP Prime Solution Centers also provide technical and marketing assistance for qualified developers who want to extend their IBM UNIX, Windows NT and AS/400 applications into the ASP hosting environment. Through this initiative, a qualified ASP hosting provider will be recommended to developers who successfully complete their application testing and enablement within any of the centers. ASP Prime Solution Centers are currently located in Beaverton, Ore., and Rochester, Minn. With today's announcement, IBM will add four ASP Prime Solution Centers within IBM's PartnerWorld for Developers' Solution Partnership Centers (SPCs) in Waltham, Mass.; Hursley, England; Sydney, Australia; and San Mateo, Calif. Additional centers will be opening this summer in Paris, France; Tokyo, Japan and Stuttgart, Germany. In addition to enabling applications for the ASP model at the ASP Prime Solution Centers, IBM and Citrix will evaluate other offerings aimed at increasing adoption of application hosting, developing and promoting ASP standards, and providing a migration strategy for three-tier applications using Citrix and IBM technologies, including IBM's WebSphere(a) Application Server. IBM is in discussions with Citrix to offer ASPs its vast resources in providing enterprise-class data centers through IBM's Hosting Advantage Program. ASP Prime and Hosting Advantage are two key offerings targeted at the ASP marketplace within IBM PartnerWorld. PartnerWorld for Developers and the Service Providers for e-business initiative offer software developers and Service Providers a variety of IBM support and partnering options as they seek to bring their products to market.