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: Redman who wrote (8330)	6/12/2000 1:08:00 PM
From: Doug Fowler	Read Replies (1) \| Respond to of 9068

Red: I agree. Their press release looked really lame. How can electronic delivery be holding back their revenues? And, please tell me, how is electronic delivery going to hurt their margins? It should improve their margins.

To: Redman who wrote (8330)	6/12/2000 1:19:00 PM
From: MikeM54321	Respond to of 9068

"Please help me think this through." Redman- The way I understood it, they are having their retail sales channel focus on larger enterprise customers. Therefore their shrinkwrap inventory(smaller customers) is building and they wanted to bring it back down. Back down to a 40 day supply if I recall correctly. This was my interpretation. HTH. -MikeM(From Florida) PS As far as the CC comments, it was fairly typical. They are generally difficult to understand. BTW, so is Bill Gates.<g>