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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (5996)	10/22/1997 12:59:00 AM
From: Roger A. Babb	Read Replies (1) \| Respond to of 9285

Math error in Citrix PS calculation, should be 22, not 90, based on on-going business.

To: Roger A. Babb who wrote (5996)	10/22/1997 12:15:00 PM
From: Graeme Smith	Read Replies (1) \| Respond to of 9285

Roger, What are your thoughts on how long Citrix can sustain its momentum. I am a little bit contrary to you in that I don't like to build a short position on the way up. I would rather miss the top and short on the way down. In the case of CTXS I think it will be a very prolonged downtrend when it starts. I think that you may have said before that Citrix was recognising the microsoft revenue over 4 quarters. However 2 quarters have gone and you said just then that they could recognise revenue for another 3 quarters if desired. Is your personel expectation that they will recognise for 2 or 3 more quarters. Second question I have is, from your own analysis, what will be their source of revenues after the microsoft payments dry up. Does Windows 98/NT 5.0 make Winframe obsolete/unneccesary, or will they receive MS royalties or other income. I appologise if I am not doing my own Due Diligence, but instead trying to sponge off the hard work you have no doubt done. I am presently busy with other things, so your input would be very much appreciated. Thanks, Graeme