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To: Mike Buckley who wrote (24617)	5/12/2000 4:34:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

On behalf of all the carpetologists and equally techno-challenged people, I want to thank those participating in the current discussion about the ease of writing new software or switching to new software in the context of Citrix's opportunities. There don't seem to be huge disagreements about the fundamentals being discussed. Instead the disagreement appears to be about the magnitude of difficulty that exists to get new apps to market. Even so, the choice of words and context they're used makes me wonder if there is much disagreement about magnitude. I just got off the phone with a Citrix IR representative who explained to me that there is no direct correlation between growth in income and the number of concurrent seats or users. She explained that there are so many licensing programs Citrix uses that it's not possible to have parallel growth in licensing and top line revenue. One reason there is a disconnect between revenue and licenses is because there is not a consistent 4:1 user/seat ratio though that works out to be the approximate average overall. I think I understood her correctly that for people like me trying to track the adoption of the product, it's best that we use revenue as the tracking agent. Considering that the amount of money customers are willing to pay for a product provides the best measurement of its acceptance, I have to agree. My conclusion is that, while on the surface the number of licenses and users might mislead us to think Citrix's product is in the tornado stage, the growth in revenue offers definitive information that it's not yet there. --Mike Buckley