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


To: Redman who wrote (7990)5/6/2000 3:35:00 PM
From: Redman  Respond to of 9068
 
One last comment before I shut up for awhile. I recall back in April 1996 or 1997 when Cisco put the tech sector into a tailspin for a few weeks. All the talk was that their margins were coming down and expenses were rising faster than sales. Now, CSCO has a ton of direct business and sells through resellers.....and maintains great margins. I just think this is the hump we have to get over to start our sprint to the next level......which could easily be a $100 billion company in a few years. I hate losing $800,000 in a months time, but to be successful long term...you have to invest bigtime in your future to make sure all kinds of avenues are available (and in this case we are dictating how it is being formed in the ASP realm). AND, the analyst are trained to look quarter to quarter and very few look at the whole enchilada and what is being invested for the future years.

I'm done, and again I appreciate all the comments.

Red



To: Redman who wrote (7990)5/6/2000 7:30:00 PM
From: David Montgomery  Read Replies (1) | Respond to of 9068
 
Red - if you can, please take a look at the "projections" presented on page 21 of the 10K. I don't really understand all the numbers there, but it sure looks like Citrix does have some new products phasing into their product mix. I just wonder how much these products add to the bottom line as they come into production.

dm



To: Redman who wrote (7990)5/8/2000 10:54:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 9068
 
Redman,

I haven't read every word of the 10k but I've looked in the likely places to see the context of your comment about 15 million ICA users. If you don't mind, what page of the 10k did you find it? I'm apparently reading too fast.

--Mike Buckley