Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (8153)	6/8/2000 9:59:00 PM
From: Heeren Pathak	Read Replies (2) \| Respond to of 9068

Mike, Interesting reading. How familar are you with these guys? It looks like these guys are in the Microsoft camp, but in a fairly subtle way and it is difficult to tell whether they are on the level or another mouthpiece for Microsoft. The comment on Citrix is interesting since they assert that Citrix expanded their product because of Microsoft. I am curious how many people believe that? In one sense they are absolutely correct since Citrix was forced to move from OS/2 to Windows NT due to competition from Microsoft. However, this is not the transistion these guys are talking about. Personally, I find it hard to believe that Citrix management would have not followed a Internet-related strategy without Microsoft pushing them. Everyone is translating their product to the Internet and Citrix just happens to have very compelling technology. Sometimes it is better to be lucky than good and Citrix got very lucky. Keep in mind that Citrix is not the only company benefitting from being lucky. Sun Microsystems has also benefitted in this manner. Sun had a little research project called Oak. This project was trying to build technology for embedded devices. When the Internet appeared, Sun renamed and refocused the technology to the Internet. Oh, they decided to rename the technology to something more interesting like...... Java. The rest is and continues to be, history. Heeren