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

To: Heeren Pathak who wrote (8088)	5/18/2000 2:27:00 AM
From: Dinesh	Read Replies (2) \| Respond to of 9068

Heeren: Excellent analysis. o Scalibility. A web-based solution scales better and has more options for scaling than Citrix. Call me a doubter. Scalability is the biggest problem for web based solutions. It's 2x the problem -- you needed the transaction servers to scale, and now you must also have your web servers scale as well. When web surfing in ssl mode, notice how everyone exposes their service architecture (you can tell by the not-so-neat looking hostname). This to maintain just a tiny bit of context (session key) over perhaps an LD and a server farm. Imagine maintaining much larger context. Another issue is reliability. How SI keeps goofing up on the status of my bookmarks. It has so much difficulty propagating updates through its server farm and the caches. I am sure web based solutions will improve over time. Also scalability may not be a problem for every potential client; there may be more pressing issues that you articulated very well. Regards Dinesh

To: Heeren Pathak who wrote (8088)	5/18/2000 6:47:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 9068

Heeren- Thanks for your comments. In going down your list, IMO the one that I personally hope(as a CTXS investor) slows the web-based model the most, is the interactivity issue. That I see as being the hardest obstacle for the web-based Java model to overcome. It will be interesting to see how much users of Microsoft Office are actually devoted to the thousands of features it offers. Most of which would be hard to run on a web-based thin client model. And I also agree with your comments about finding other areas of focus. Wireless being one of them. I personally feel the full-blown apps over a narrow pipe issue should bode well for ICA. But you see it more as an issue of being able to deploy the same apps over a large variety of devices and operating systems. Either way, ICA wins. Ironically, I don't see CTXS pushing the wireless aspect much(in ads, PR, Website, conferences, etc.). CTXS seems heavily focused on TCO still(which is good) and recently ASP. IMO the ASP issues are not that far from the wireless issues. Only problem is, will the fundamental shift ASP offers catch on? We all know wireless will. That's why I would like to see more focus on mobile wireless data. -MikeM(From Florida)