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

To: Tom Markowski who wrote (5192)	3/11/1998 12:47:00 PM
From: Roger A. Babb	Respond to of 9068

Tom, it looks like NCDI is reselling CTXS product in their release. I think they are the largest CTXS reseller.

To: Tom Markowski who wrote (5192)	3/11/1998 1:26:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 9068

>Companies such as NCD and Wyse finally see another option, and jump on it...after two years of being raped by Citrix< I read the last few posts about NCDI and WYSE. I don't quite understand what's going on? Don't these companies simply license part of the ICA protocol developed by Citrix? I know I'm missing something, but what? Why would anyone think Citrix has "raped" both NCDI and WYSE? Oh...I think I get it. Both these companies are saying they can also support Microsoft's version of the ICA protocol. If they do, then they don't pay royalties to Citrix. "RDP" protocol must be the competing technology that Microsoft developed that hasn't gotten good reviews. Is this still the $64,000 question? Whether or not Microsoft is going to develop their own version of Citrix's ICA protocol? I thought this issue was settled with their agreement last year. Microsoft had to use Citrix's protocol for 5 years and promote it. What did I get wrong? Obviously something? Any help to clear up this issue will probably be appreciated by lots of people who still don't quite understand the deal between Microsoft and Citrix. Thanks, MikeM(From Florida)

To: Tom Markowski who wrote (5192)	3/12/1998 2:33:00 AM
From: Ray Thackeray	Read Replies (4) \| Respond to of 9068

>>>NCD? Wyse? Are you kidding? Look at what Wyse says in this release anyway: This upgrade capability, combined with the performance breakthrough, makes the new Winterm 2000 Series members the ideal Windows-based terminal choice for use either with Citrix ICA or RDP protocol connections. <<< No Tom, I'm not kidding. I raised before the issue that it is not a difficult technical job to produce a protocol like ICA, it's been done with X by three different vendors and they all performed better in LANs than ICA. This is well documented. It's been done using Java applets, and Insignia had better technology than ICA with Keoke - both local and remote connections - surprise surprise, Citrix bought it up. Now there's RDP from Microsoft, and the only thing stopping Microsoft from taking it all back IS THEIR WILL TO SEE IT THROUGH. Let's not fool ourselves that in a long-term battle for the thin client that the better product will win; Apple had a better operating system more than a decade before Windows 95 was released, and look what happened to them against Microsoft. There is absolutely no reason why Microsoft should not be able to equal or better ICA's performance. Yes, there are other features that Microsoft have to catch up on, but the majority of the market doesn't need most of them. Then why would anyone want to buy from a middleman what they can get from a standard out-of-the-box NT server? Here's another bunch of questions for you: 1) If Microsoft make RDP available in NT Workstation, will Citrix get a license to connect? I don't say that will happen soon, but it could. 2) What premium will users have to pay to get ICA compared with RDP? Think big, like per-seat costs for 5,000 users! 3) Citrix milked hundreds of dollars per seat for WinFrame. I don't know what their royalties are for NT3.51, but I bet not much, it was a license to print money. Who knows what Citrix's pricing scheme is going to be like? 4) What happens when a customer can get "just good enough" performance from Hydra/RDP, for not a penny more than the base server from Microsoft? 5) What royalties are Microsoft asking Wyse to pay for RDP connections/clients? Is it less than what Citrix extract from Wyse? 6) Microsoft might find out something that the big iron vendors have known since time immemorial: that the license fees they get from BackOffice deployments through thin clients are worth more in profits than Windows and Office on fat PCs. Whoopee, "Thin'll be in", fat clients will be for mobiles and byteheads, and bye bye thin protocol competitors. Er, oh, there's only one, isn't there? Let's not get blindly over-zealous about a company that got lucky once - it may not last... Have a nice evening. Ray