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

To: Jim Kos who wrote (8628)	7/1/2000 2:14:01 PM
From: Valery Portnov	Respond to of 9068

Should be more pessimism before CTXS recovers... Still, $20-$25 seems to be a reasonable range for the stock (in 2000).

To: Jim Kos who wrote (8628)	7/2/2000 2:45:07 AM
From: Cogito	Respond to of 9068

>>Robertson Stephens Report Cardcounter paraphrased from report: "we believe that CTXS's solutions are not a core component of building a web based architecture, nor will much anticipated sales to ASP's be material in the future."<< Jim - I think we're in agreement. There is certainly a big difference between "the future" and "the near future." I'm not too impressed with this particular piece of Robertson Stephens analysis, personally. For one thing, contrary to popular belief, the web is not the be all and end all of computing, or even of networking. There's more to networking than the world wide web. Nor do I remember Citrix's management ever saying that they were trying to build a core component of web-based architectures. Once again, a Wall Street analyst proves that he or she doesn't really get it where tech is concerned. - Allen