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

To: Mike Buckley who wrote (8364)	6/12/2000 6:23:00 PM
From: Innuit	Read Replies (1) \| Respond to of 9068

Mike, What is Gorilla Gaming and what does it have to do with CTXS? Is this something I should know about?

To: Mike Buckley who wrote (8364)	6/12/2000 9:38:00 PM
From: Hectorite	Read Replies (3) \| Respond to of 9068

Lets see if I can get one more post out of ya, Mike: Re: "DSO and receivables have absolutely nothing to do with decreased growth in revenue," Doesn't it? I suppose it depends on how they recognize revenue. If they book revenue as the product goes out the Citrix door AND the channel is full like they say, then the resellers stop taking product and revenue falls. I've been told that resellers stretch out payment if they are not moving the product through the channel which in turn is a factor that will inflates DSOs. An extreme case in point is NETA last year. Their DSO ballooned, then the announced their channel was totally stuffed and they basically could ship no product for a couple months while the got inventories straighten out. I am NOT saying the citrix case is the same thing, only that it seems to me DSO spikes can definitely signal an upcoming revenue glitch for a software company. Channel sell-through was cited as the reason for the one downgrade last week on Citrix and the press release cites the same issue, so it is possible the DSO number from Q1 was being influenced by shrink wrap gumming up the channel more than they thought. What I don't understand is this "paper" vs boxed software distinction. What does it matter how a license is sold? Isn't the revenue still the same in amount and timing?