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.

Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (2354)	6/13/2000 9:25:00 AM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi Steve - two things. Hydra vs Metaframe, my shop [can't disclose my employer since this is non shop talk :)] runs NT4 but chooses Metaframe as well. Second, CTXS is branching out to UNIX. To be fair, it is a long shot. That said, being a bull on CTXS is definitely a contrarian view, since the following individualinvestor.com is more representative of majority sentiment, and, I ve to admit, rightly so best, Bosco

To: Steve Lee who wrote (2354)	6/13/2000 5:38:00 PM
From: AreWeThereYet	Respond to of 30051

Steve, Terminal service is included with W2k, Microsoft licensed it from Citrix. Think of W2k TS as Metaframe Lite. Metaframe can run on any WIntel devices + all ICA ready devices and virtually all mainstream OS (except PalmPilot). Citrix is on the right track, ICA enabled devices and thin-client is the way to go. Imagine any ICA enabled palm device or celluar phone can access your company database, or even using your palm device to access corporate ERP. The ease of software deployment and maintenance is a welcome for any IT department and a dream for ASP. I expect margin will be down but profit will resume growth by Q4. I will be surprised to see CTXS trading below 100 by the end of 2001. Andy