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


To: Redman who wrote (24488)5/10/2000 5:14:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
Red,

Now that you've spilled the beans, ... :)

The last couple of days I've been trying to get a handle on that ICA licensing growth as you've probably noticed in the Citrix folder. Especially important to me is the accelerating growth in the last few months because that's a classic symptom of a tornado as described in the manual.

In the last four months, ICA licensing jumped from 3.5 million to 6 million licenses. That's a 2.5 million increase. More important, it's an 83% increase in just four months. I wasn't going to mention it, but now that you've spilled the beans :) I've got to. It looks like a tornado.

The reason I haven't mentioned it is because I'm perplexed as to why the growth of ICA licenses is not reflected in the revenue growth. Until I understand that, I'm not willing to say Citrix is in a tornado. I have a call into Investor Relations but don't expect to hear back until later this week.

Can anyone explain to me why the licensing growth isn't reflected in the revenue growth?

--Mike Buckley



To: Redman who wrote (24488)5/10/2000 6:06:00 PM
From: tekboy  Read Replies (1) | Respond to of 54805
 
Red and Chaz,

I wish you guys would stop touting these overpriced high-tech dogs. You lead inexperienced gullible newbies into wildly irresponsible gambles that they really shouldn't make....

Message 13666251

tekboy/Ares@bittenbyanASP.org



To: Redman who wrote (24488)5/11/2000 12:55:00 AM
From: chaz  Respond to of 54805
 
Red--

Graphs using data points like these can be configured to different dimensions...and leave a distinctly different impression. Stretch X and compress Y as you look at the chart, and you'll see immediately what I mean. They only make sense when you've another dataset to compare it against using the same scales. For example, if you also knew the unit sales for the most commonly CTXS-loaded programs, what would it look like plotted on the chart.
This alone is not sufficient evidence (for me at least) of a tornado...and I own the stock.

As for today's CTXS price action signaling it's bottom...I personally don't think so. The NAZ is, in my opinion, headed to somewhere below 3000, and CTXS will go with it.

Chaz