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

To: Harry J. who wrote (8602)	6/25/2000 12:34:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 9068

I don't think Citrix's current situation is remotely comparable to IBM's when Gerstner took over. IBM was (and still is) the Gorilla of mainframes; Citrix is the gorilla of nothing. IBM was not only ignoring its customers, but treating them incredibly shabby; I haven't heard of anything at all like that happening with Citrix's customers. IBM had a diverse portfoio of products and services; Citrix is much closer to being a one-trick pony than to being a diversified provider. IBM enjoyed huge brand recognition, though a tarnished one; I've yet to talk to anyone outside of the IT profession who has heard of Citrix. And most important, IBM had suffered from a series of horrible quarters whereas Citrix has up until this debacle had a hugely important string of consecutively good quarters. --Mike Buckley