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

To: tonto who wrote (6478)11/4/1997 2:45:00 PM
From: Bob Trocchi  Read Replies (1) | Respond to of 9285
 
tonto...

>>CTXS: Does anyone know what the approximate value of a contract this size could be?<<

I sure don't. This is a $64 question. ( egad...$64 does that show my age and if you are to young to remember, my explaining it will not help). I believe it depends upon several factors. Success of network computers, success of java, success of HP within network computers.

If NC's reallly take off, then this could be a big market. It is Microsoft against the rest of the world.

It is the antipication of it being a big market like Y2K stocks that inflate prices.

bob t.

Bob T.



To: tonto who wrote (6478)11/4/1997 4:30:00 PM
From: Roger A. Babb  Read Replies (3) | Respond to of 9285
 
Tonto, even if the contract resulted in an immediate sale of $100 million (which it won't even come close), CTXS would still have a PSR higher than MSFT. Currently the CTXS PSR is almost double MSFT. I challenge anyone to find a company with a market cap of over 2 billion that has a higher PSR than Citrix. The Citrix PSR is higher than the average company PE. And it gets worse if the MSFT revenue is counted as an asset sale.


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