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


To: Cogito who wrote (8773)9/22/2000 2:39:21 PM
From: Innuit  Read Replies (1) | Respond to of 9068
 
Allen, (off topic)

Apparently INTC has a surplus of CPUs. This was mentioned this am on CNBC. The number that was mentioned was 125% of demand. This means that they will have to lower prices in my opinion. The analyst (Kumar?) who was quoted called AMD "roadkill".

I might have been exagerating when I said that AMD might vanish but it is certainly possible to have only one player in such a commodity. To my knowledge MU is about the only RAM producer in the USA right now.

Up to a the last quarter CTXS was fairly immune to the acute changes in the NAZ and changed based on real news. Now CTXS does change with the NAZ in part because of not a whole lot of meaningful news coming out about CTXS.

People want to know "Who is the new CEO?"