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


To: Ray Thackeray who wrote (5308)3/19/1998 12:53:00 PM
From: Tom Markowski  Respond to of 9068
 
Ray, I can't find the article you are referring to?

Tom



To: Ray Thackeray who wrote (5308)3/20/1998 11:29:00 AM
From: Thin Client  Read Replies (2) | Respond to of 9068
 
Ray,

I'm not sure what your souce is within the Windows Terminal market, but it is my understanding that Citrix's revenue on the client side of ICA form the terminal manufacturers is insignificant. This is not just my opinion, it is stated in Citrix's public financial notes. I don't think they would publish this if it were not true.

Citrix's strategy (IMHO) is to make ICA an industry standard and you do this by "giving" it to the device manufacturers. With the number of licensing agreements that Citrix has signed I tend to believe that the deals are pretty sweet (if not free in some cases). Citrix generates revenue from the users of those systems (terminals, browsers, java clients, etc.) when they connect to a WinFame Server or a MS Terminal Server running pICAsso. Therefore, in order for a customer to use the technology they have to pay for it, but they don't pay for it just because it's in the box.

Personally I ink the terminal manufacturers have a great relationship with Citrix and they would rather see ICA as the standard but they are offering RDP because you kind of have to with Microsoft, if you know what I mean.

Thin Client