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

To: Tom Markowski who wrote (7295)	11/19/1997 9:52:00 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 9285

Tom, the CTXS thread long ago ceased to be a logical, balanced debate and became only a cheerleading thread. You are welcome on this thread to counter my "bear side" arguments. The CFO was pointing out (in a round about way) that current results were inflated by the MSFT money and could not be sustained. My point is that the MSFT money has been in the bank since May but CTXS has on-going expenses as a result of the deal. They have doing some creative accounting to acrue the MSFT money over time as revenue instead of as a one-time asset sale. You can tell that this quarter was artificial by looking at the cash assets. Cash actually declined during the 3rd Q. When a company is reporting increasing earnings while burning cash, you can bet that a day of reckoning is down the road somewhere. The 10q was not audited. I would not be surprised to see some things get restated in the audited 10k. By the way, we do use Winframe in my company. It really sucks but is the best alternative at the moment for remote execution. It will likely be trashed when we get our hands on Hydra. The major problem is compatibility with third party software. The third party vendors generally don't give a hoot about Winframe compatibility but are already scrambling to get on the Hydra bandwagon. Since all of our client machines run either Win95 or NT workstation, Tshare client will work fine, no need for Picasso. I expect that new buyers will begin to delay Winframe purchases until they can evaluate Hydra.