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

To: Mike Buckley who wrote (8127)	5/23/2000 10:17:00 PM
From: dreydoc	Read Replies (1) \| Respond to of 9068

All: In spite of the cloudy view from here, I agree with the collective sense of CTXS positioning for "anywhat...anyway...anyhow." Big picture is right, and if market indications play out, the Big picture is of a BIG pie. I read this week that in Japan, Internet via wireless phones is on fire, with some 10 million current subscribers. According to phone.com, some 2 million of them are using phone.com's service providers UPLink WAP server that communicates with UP.browser, a micro-browser installed in many of the majors'handhelds. Walt Mossberg, personal technology columnist for WSJ and defender of the average joe's computing need was quoted recently "One of the great techie scams right now is bringing Internet to your cell phone. Do you want to read your e-mail on a cell phone? Give me a break, who needs that?" Well Walt, apparently 10 million Japanese hands are up. Pure speculation on my part, but fed up with my confusion, I took a branch and read the FAQ on WAP from the WAP Forum. Understand that phone.com is one of the founders and really pushing their agenda, but hey, that's what get's all of these movements underway - true self interest. It's a good read folks. wapforum.org Anyway, according to these good people, you need enhanced app's to enrich the experience in a WAP environment. WML as a markup language is sort of the crude tool, analogous to HTML vs. JAVA. As I read it, the road is paved for high-speed, enriching app's development tools, aka Vertigo to slipstream right onto the 100 million cell phones (not counting PDA's Palm's, whatever) that are out there. Ed want's to move when he see's the three c's aligned; connectivity, convergence an critical mass. I conclude (with help from many of you) that Vertigo is a rapid application development environment enabling rich app's to be slipped over WAP networks akin to Visual Basic in the Windows world. Here's the catch - can Citrix foster the developer critical mass so desperately needed and not founder in the fragmentation of Java/Jini's wake? I don't know. They have certainly impressed with their ability to get ICA out there.