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

To: Allan F who wrote (6698)	11/9/1997 10:32:00 PM
From: Tom Markowski	Read Replies (1) \| Respond to of 9285

Why is everyone so concerned about spending CTXS cash? No offense to Roger, but he and others had CTXS dead and buried when they traded around $12. MSFT said to itself, we need this technology fast, and we are willing to pay for it. If you are going to short this stock...you have to ask yourself two questions.... 1. When will Hydra be available for sale. 2. What will CTXS have to offer when that does happen. My belief is by the time MSFT releases Hydra.....late 1998...CTXS will be ready with available enhancements. Enhnancements they will sell in conjunction with MSFT. Don't forget - CTXS has an existing group of resellers that MSFT would be smart to court...not allienate.