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: mauser96 who wrote (8524)	6/20/2000 6:40:00 PM
From: Bosco	Read Replies (1) \| Respond to of 9068

Hi Lucius - thanks for the elaboration, but I must respectfully disagree. 1st, I understand where you come from and there is a lot of truth in it in general. It is human nature. However, there is also the nature of the software we want to consider. To validate your point, I ve seen projects like HRMS replacement using Peoplesoft fell on the wayside, if they are lucky :)! However, these kind of IT projects, like Client Server, ERP etc etc, are application systems. They are very much intertwined with deep knowledge of a given profession, like purchasing, inventory etc etc. They are a high cost of learning curve to mesh human knowledge with automated responses etc. Therefore, resistance is inevitable. Sometimes, they are justifiable and sometimes not, but it is quite irrelevant. The end result is roadblocks. However, it is not true with infrastructure type of softwares like CTXS. Metaframe is not a speedy product, especially if it is run on a dialup. However, for people who have to travel 100 miles a day to and from work, it is a good thing. OTOH, b/c of the unprecedented good fortune of the US economy, companies will need to hand out flex time and telecommuting as the carrot to entice and retain quality employees. Metaframe is one such product. Finally, this product actually creates a new class of professionals, namely, Winframe adminstrators, whose functions are to install, monitor and service the products in house. So, it is different from the systems dept is forced to upgrade the OS every 2 yrs b/c the vendor no longer supported the old version. That kind of project is a thankless task, since there is no praise when it succeeds but a lot of finger pointing when it falls apart. Sure, projects like metaframe installation may fall apart too, but the visibility of success is equally noticeable. Yes, there is work involved, but none threatens the status quo. More, it can be quite a empire building :) tool. Sure, the co will have to dough out good money to procure and support this. But if the EVP or even the CEO himself/herself can get a taste of remote control, with reasonable security, I suspect the benefits all around will outweigh the curse :)! A caveat, Metaframe is only one of the many infrastructure tools. It has direct competitors as well as the onslaught of web based and/or VPN products best, Bosco

To: mauser96 who wrote (8524)	6/20/2000 8:37:00 PM
From: Shaw	Read Replies (1) \| Respond to of 9068

Lucius I appreciate being able to have this exchange with someone who seems to have some first hand knowlegde in this industry. If Citrix's problems are limited to convining company's to do what they know they have to do, and what they know they will benifit from, when they impliment Citrix's system, then I think these sales related problems can be overcome by Citrix sales force. I'm sure this crash has motivated the whole company to achieve. If the problem is in the product, to me thats a larger problem. But based on what I have read so far here and through links, Citrix product is high end, especially when you look at the total package they implement, hence the higher cost of their product compared to their competions product. Prabably Citrix is loosing sales at the lower end. because SCO 's product sells for less. SCO has had a campagne since Jan. to grab market share from Citrix by offering 9 seats for free for every one seat bought. The hitch is the customer has to give up 10 of their Citrix seats. SCO's aggresive sale campagne is not sustainable. It is a two quarter Jan to July loss leader approach to gaining market share. I wouldn't be surprised if SCO's self caniblizing sales effort hurt Citrix's second quarter. If there was success in SCO's aggressive grab for market share that might be the missing factor to explain some the of loss of sales that was not made clear in the conference call, by managements explanation of loss of sales for Citrix's. The situation gets a little more complicated, because apparently there are some aspects to SCO's product that are pretty exciting, but based on what I have read the impression I have is that Citrix's product when looked at interms of the whole package has far more depth and breadth of important features.