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Technology Stocks : Citrix Systems (CTXS) -- Ignore unavailable to you. Want to Upgrade?

To: kyhome who wrote (5129)	3/3/1998 11:44:00 PM
From: NicholasC	Read Replies (2) \| Respond to of 9068

Hi, I've not been able to get a copy of the agreement. I haven't really tried for two reasons, one, I don't know if they can make it public. Two, I got a good deal of info from CTXS conference calls where they explained the deal and also from people very close to situation. I have further evidence by talking with MSFT contacts. Sales and marketing insiders at MSFT are working in partnership with CTXS. Think about it, if MSFT went to the FedX table without CTXS, the deal wouldn't have even been conceivable. From the Techweb, article (and common sense) it appears that Thin-Win is in at FedX. Doesn't common sense say that the FedX CIO wouldn't stake his/her career on "we're-making-it-as-we-speak" products? That's why they opted not to gi with Java NCs; they are not real, proven or available. MSFT terminal server wouldn't be proven either if it weren't for CTXS. CTXS had the software in final BETA back in July (I know, I used it). FedX, like Sears Automotive(existing Winframe user), is an ideal candidate for Thin-Win because the have so many remote offices WORLDWIDE. Rock-and-Roll. -N P.S. Another musing - The government is really hassling MSFT (brought before the Senate - wow!) and I can't see MSFT going before Senate and explaining how they ate the Lamb(CTXS) that was once its partner within the next year-or-two. Publicity-wise, it just too stinky to be worth chancing it. I just can't see it. Gates is bold but not stupid. It would be less expensive to buy CTXS than pay for dealing with the publicity problem which could have unlimited expense and ramifications. P.S.S. Good to see gutsy people grabbing CTXS stock from those that are afraid. $37 is a good price!