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

To: Shaw who wrote (8520)	6/20/2000 4:36:00 PM
From: mauser96	Read Replies (2) \| Respond to of 9068

Getting the big accounts isn't going to be easy, partly because a Citrix solution may be against the self interest of some MIS. Though the MIS probably isn't the one to make the ultimate decision in big companies, he/she certainly has influence. In the short run, installing CTXS is a lot of extra work and problems. Most people prefer the familiar and have at least some dread of the unknown. In the longer run, the reduced overall costs probably means less people for the MIS to oversee, thus less power and influence. If you were a MIS for a big company, close to retirement, with a big salary and a large fear of failure, what would you do? Am I being too cynical?

To: Shaw who wrote (8520)	6/20/2000 11:24:00 PM
From: Heeren Pathak	Read Replies (2) \| Respond to of 9068

Shaw, I agree there isn't a feeling of impending disaster. However, I do believe that there has been real damage done in people's mind about the quality of the management and its understanding of the business. Remember, the biggest thing the market dislikes is uncertainty. The current earning debacle proved to the market that the management doesn't understand how the business is going to grow over the next several quarters. Until the management team can get the sales process fix, they would be able to accurately forcast growth and the market will remain unsatisfied. That is why I don't see the stock taking off. I agree that the quality of the product is the reason why Citrix will be successful. If I didn't like the product, I would have gotten out a long time ago. However, good product is only one part of the overall picture. The product let Citrix grow from a small company to a decent sized company. At this phase of its lifecycle, the product become less important. It is more important to have a management team that can execute. Clearly, the Citrix management team failed to execute an effective strategy to transition the company into enterprise level sales. As I pointed out earlier, Citrix is not the first company to do so. However, a lot depends on how quickly it can be back on track. The well managed companies make a mistake and recover quickly. The badly managed companies flounder for year and sometimes never recover. IMHO, the jury is still out about Citrix's management team. They are clearly a great entrepenuerial team.... however, are they a great "big" company team? Heeren