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

To: Mahatmabenfoo who wrote (8020)	5/9/2000 9:07:00 AM
From: JMD	Respond to of 9068

Well Charles, that's a) the stretch that Hareen was talking about, and b) the surprise discovery by the analysts that ASP "only" counted for 5% of CTXS' current business. In other words, you are certainly correct: CTXS currently lives in (your) Category 1, and would like to move to include (your) Category 2. Hareen's and my comments were attempting to figure out why the Street suddenly threw CTXS in the internet/dot.com category and/or otherwise trashed the stock. The theory was that CTXS was spending too much money developing a business (ASP/Thin Client) that was contributing little to the present and might not contribute very much in the near future, if at all. By the way, corporations employing VPN to link satellite offices and/or who use DSL are vulnerable to hackers every bit as much as the web sites that were brought down by the recent denial of service attacks. If any portion of your data takes a ride on the web, or if any of your users surf, the street goes both ways. I agree that in a LAN not connected to the web, there's no vulnerability but how many companies aren't connected? Not sure where you got the wireless drift, unless it was from earlier speculation that CTXS and Symbian would hook up to facilitate wireless data transmission. I'd love to know more about that fascinating topic, but haven't a clue. regards, mike doyle