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

To: Mkilloran who wrote (6694)	11/9/1997 8:29:00 PM
From: Roger A. Babb	Respond to of 9285

mkilloran, if you take away the MSFT onetime windfall money to CTXS, 1997 earnings are below the January expectations. Take away the MSFT payment and 1997 is not a great year for CTXS, they really have not generated that much profit from sales. I agree that CTXS has some chances for continued success, neither the longs nor the shorts should bet the rent money here. Maybe MSFT will bail them out again, but I wouldn't bet on it.

To: Mkilloran who wrote (6694)	11/9/1997 9:07:00 PM
From: Allan F	Read Replies (1) \| Respond to of 9285

I am sure this point has already been raised, but ask yourself has any company come out of a deal with MSFT for the better? I know of none. I would be glad to hear of any examples to the contrary. Another thing worth keeping in mind, Roger has explained this beautifully in the past, is CTXS must use that cash to find a new product. Wether they develop it or buy it doesn't matter. However, if they wait to see how their Winframe pans out with MSFT Hydra in the same marketplace it may be too late. BTW, does anyone know when MSFT payments are expected to end? That may be the quarter to open a short position. (I currently have no position, but am ready to short any company that has analysts saying, to paraphrase "Close your eyes, ignore valuations and buy.")