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

To: Mike Buckley who wrote (8603)	6/26/2000 9:00:00 AM
From: Harry J.	Read Replies (2) \| Respond to of 9068

Mike - You said you didn't think CTXS's current situation was remotely comparable to IBM's when Gerstner took over. I generally agree. I'd substitute shareholder and financial analyst dissatisfaction for IBM's ignoring of customers and treating them shabbily, but other than that you are correct, the situations are different. While the situations are different, the solution chosen by the CTXS BOD, I was suggesting, is the same. Just like Bill Gates stepping sideways for Steve Ballmer, sometimes a BOD will think a manager is needed to replace the visionary in order to restore focus inside a large bureaucracy. I was wondering if that's what the CTXS BOD is up to. I'm also wondering if the analyst's skittishness around the time of the price slide was because some of them had heard rumblings of what obviously was a major internal struggle over the direction the company was moving, and those don't just pop up overnight. Maybe someday somebody will write a tell-all book. Failing that, I'm still interested to see whether the next couple of QTRLY reports will confirm what we've been told - that the "bad" quarter is actually just a shift from paper and plastic to downloads and that there is 'other' product coming - and to see what the BOD is actually doing. Regards, Harry J. PS - I have some vacation coming up; 'Gorilla Game' huh?