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

To: JMD who wrote (8019)	5/9/2000 3:28:00 AM
From: Mahatmabenfoo	Read Replies (1) \| Respond to of 9068

> 1) the vulnerability of the web to attack or other > breakdown... all will combine to moderate what I think > would otherwise be very rapid take off in the thin > client/ASP market. I don't get this. There is a major difference between: 1 - everyday client server, which (apart from links to a T1) is offline -- in other words, an ordinary office network; and 2 - the popular as yet unrealized vision of the future as wireless, with data storage and applications all on an internet server. I can see how in theory CTXS works in both #1 and #2 but I thought that all CTXS does now is #1, and for now only #1 is real (there is no business environment I know of that depends in a major way on, for example, on wireless-delivered java word processors, for example). In short, the vulnerability of the web to attack will delay #2 -- if #2 ever gets here -- preserving for years #1, where CTXS's market really is. The imminent failure of dot.coms (which you predict, which would not surprise me) also delays #2. - Charles