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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Mike Buckley who wrote (22259)4/5/2000 4:55:00 AM
From: tinkershaw  Read Replies (2) | Respond to of 54805
 
One of the folks steeped in Gorilla Gaming is concerned that the product might not enter the tornado. Do you have any particular thoughts about that?

Citrix is one stock that has always fascinated me, dazzled me. What they do is just so, well, darn cool. I pray for the day I no longer have to boot up my computer and can instead just switch on a larger screened PDA to do all my wireless web-surfing, word processing (with voice recognition of course), spread sheets, etc., and save all that data on NTAP filers at some data storehouse. Never need worry about boot-up again, hard drive crashing etc. And if Ramtron has their way, never need worry about your battery kicking out and losing all your stuff in memory either. But another story.

But I have no idea when the Tornado will begin. CTXS has been on the lip, in the eye of the storm, since at least last October or so. And despite this, if I recall right, revenue growth only achieved 56% or so for Q4 (yes we are spoiled, a mere 56%). I think it'll be a great tidal wave crashing down when it goes. First it'll be FedEx caving, then UPS will have to join in, and all these great bowling pin Fortune 500 companies will literally just shatter. But when that will happen, ain't got the foggiest. I don't think your complaining though. The refreshingly cool breezed that Citrix has been blowing off for the past several years, no where near Tornadic, but it hasn't given investors much too complain about either.

Tinker