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Technology Stocks : Enterprise Information Portals (EIP) -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (122)	3/22/2001 10:04:45 PM
From: Redman	Read Replies (1) \| Respond to of 183

May be, but if you understand CTXS products and where they are going with them, you will see what Sequoia brings to the table. While in the short term it will be a GOOD acquisition as they utilize CTXS customers and reseller channel to sell their existing products, it is the integration of their technology in future CTXS products that will make it a GREAT acquisition. It will broaden their offerings, make them less reliant on msft, and make msft need them more to make the .net strategy fly. Keep in mind, CTXS keeps people in redmond who create and created everything in the NT4 and win2000 that deals with multiwin technology (thin client features)....including the RDP protocol that is inferior to ctxs ICA. I think this stock will get alot of attention in the coming weeks when people figure this combo out.....not to mention they are one of a few companies staying with January guidance. Red