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

To: robbie who wrote (8692)	7/21/2000 12:07:17 AM
From: Doug Fowler	Read Replies (1) \| Respond to of 9068

I don't buy the explanation for the SEVERE quarterly shortfall. If the demand is there as Citrix tells us, and people need product today, they will take it in the way they can get it. But if demand is down, customers will be much more picky and insist on their own terms. It is MUCH more likely that demand has FALLEN significantly, and if that is true, Citrix is still a VERY expensive stock. Very terse earnings release statement, by the way. That in itself troubles me and should any potential investor at this time. Citrix earnings reports in the past have had quotes from several executives, with a party-like tone. And with a promise not to reprice stock options, it will be difficult to hold on to key employees.

To: robbie who wrote (8692)	7/21/2000 12:40:39 PM
From: Sweet Ol	Respond to of 9068

I came across this today. I am not what to make of it. Any comments? John -------------------------- Microsoft Fusion “Goes Nuclear” with ASP Channel Options During Microsoft’s Fusion 2000 business symposium ended Monday, Microsoft unleashed a wide variety of tools and programs to support Microsoft channel partners looking at entering the ASP market. The thousands of professionals who successfully tied their careers to Windows and VB in the 80s and 90s, now have their first glimpse at a detailed roadmap to ASP-dom from the giant software firm. In short, Microsoft is putting programs in place to reach out to traditional hosters, system integrators, ISPs and infrastructure providers and Windows developers. We have a variety of ASP certification programs that we have announced and will roll out over the next several months,” ASP Channel Tuning was told by Microsoft’s Dwight Krossa, director of product marketing for the Windows 2000 server groups. They affect many of Microsoft’s core products - including Windows NT/2000, as well as SQL Server, Microsoft Exchange and Microsoft Office. Three major initiatives are being worked on now. They include: 1. a new form of certification for solution providers for hosting ASP software applications (the working title is “The Experts.” 2. a new criteria for making Win2000 applications certifiable as “hostable,” Krossa said the technical details are still be hashed out. “It might be something like a commercial quality or carrier quality that means we have hostable applications. Part of this will also include management and ISVs qualifications for offering such apps; and 3. a certification program for the ASP enabler or the hoster itself, firms such as Digex, Qwest, Interliant, as well as the companies that run the big data centers that where ASPs can run their apps. Despite Microsoft’s parade this week of ASP-enabling programs, many infrastructure firms prefer UNIX and Linux as a hosting OS. To this point, Krossa said no upgrade to the Windows OS is planned for the year 2000. However, he added, “We have a good platform and a lot of things we're working on for future releases. You're never done in the ASP market, and it’s only been talked about as serious market for a year. To date, we have not put everything in Windows that we would like, but our partners will ship new solutions for [Windows] ASP hosting in the very short term.” For more on the impact of Microsoft’s ASP plans, come to the ASP Channel Conference Aug 28-30. In the meantime, please go to aspregistry.com sit_PK=&appmode=itemDetail&news_pk=137