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

To: Roger A. Babb who wrote (5338)	3/23/1998 9:05:00 AM
From: David Lawrence	Respond to of 9068

Does anyone know if the relationship between CTXS and TEK is still on strong footing? No mention of Citrix in the article.... Tech Data Adds Tektronix Thin Clients to Its Product Offering ====================================================================== BEAVERTON, Ore., March 23 /PRNewswire/ -- Tektronix, Inc. (NYSE:TEK) and Tech Data Corp. (NASDAQ:TECD) today announced a U.S. distribution partnership that combines the thin client technology leadership of Tektronix with the channel infrastructure of one of the largest two-tiered distributors in the PC industry. According to the agreement, Tech Data will distribute the Tektronix line of thin clients, including the ThinStream(TM) Windows-based terminal, the NC200 business network computer, and WinDD(R) Unix integration tools, to its more than 70,000 resellers. "Customers today are interested in multimedia capabilities for their PC desktops," stated Roy Appelbaum, vice president of product marketing for Tech Data's networking division. "We are pleased to add Tektronix' thin client products to our line card giving resellers multimedia solutions on thin client desktops." "Tech Data has one of the largest U.S. distribution operations in the PC industry, in terms of both size and scope, which will enhance our channel success," said David Pinckard, vice president and general manager, Network Displays, Tektronix. "This relationship will broaden our reach to commercial resellers, giving our customers greater flexibility in buying our products." A leader in providing thin client devices since the late 1980s, Tektronix was one of the first companies to offer multi-user Windows NT, and the company has continued to be at the forefront of thin client technology. In November 1997, Tektronix announced its support for Microsoft's Windows-based terminal architecture and began shipping the ThinStream Windows-based terminal on January 31, 1998. Tektronix products benefit from the company's long heritage by providing the most advanced technology available, such as: * proven remote administration tools that allow systems administrators to monitor and troubleshoot global deployment from a single location, and * robust video capability that provides optional full-screen, full-motion video-on-demand to individual desktops on a corporation's client/server network. Tech Data will support resellers by delivering Tektronix products within 48 hours of order placement and by providing Web services that offer resellers advice and product information to better serve their customers. Tech Data will also allow resellers to track the status of their orders online. For more information on products and services available through Tech Data, resellers may contact the distributor at 800-237-8931 or visit their Web site at techdata.com. About Tech Data Tech Data Corporation is a leading full-line distributor of personal computer products, serving more than 70,000 resellers throughout the United States, Canada, Latin America, Germany, France, Switzerland and Austria. The Clearwater, Fla.-based Fortune 500 company generated sales of more than $7 billion in its most recent fiscal year, which ended January 31, 1998. In addition to distributing more than 45,000 products from over 900 manufacturers and publishers, Tech Data provides extensive pre- and post-sale training, service and support as well as high-quality configuration and assembly services and a full range of electronic commerce solutions. The company's comprehensive Web site is located at www.techdata.com. About Tektronix Tektronix is a portfolio of measurement, color printing and video and networking businesses dedicated to applying technology excellence to customer challenges. Tektronix is headquartered in Wilsonville, Oregon and has operations in 23 countries outside the United States. Founded in 1946, the company had revenues of $1.94 billion in fiscal 1997. The company's Web site is located at tek.com. This agreement comes on the heels of the first shipments of Tektronix' new ThinStream Windows-based terminal, which became available January 31. The ThinStream terminal delivers low cost access to, and easy administration of, PC and 32-bit Windows applications. The Windows-based terminal boosts performance and lowers total cost of ownership by running the browser and Java applications on the server to decrease computing demands at the desktop. Based on an NEC R4300 processor, the ThinStream terminal includes full-screen ICA capability coupled with Tektronix' industry-leading video solution and remote administration capabilities.

To: Roger A. Babb who wrote (5338)	3/24/1998 1:58:00 AM
From: NicholasC	Read Replies (2) \| Respond to of 9068

Rog, Thank you for your input. Why do you think that the majority of Hydra installs will not include Picasso? Trade press, etc. indicate the opposite. Have you calculated the per share increase in earnings from MSFT payments? I remember the first quarter checking it but haven't done so since. Perhaps you have a point on this. I've got to think about it (on one hand they do include license fees from others, why not MSFT). -N

To: Roger A. Babb who wrote (5338)	3/24/1998 11:45:00 AM
From: dougjn	Read Replies (2) \| Respond to of 9068

<<1. The performance of Winframe (and probably its MSFT derivative) will not meet the expectations of customers for general office apps. There are special apps (such as reservation systems) where it works great, but the market for special apps is much smaller than general office use. Also not likely to see home use, another large market. <<2. Competition is on the horizon. There is no barrier to entry for other remote control systems to hook up to HYDRA (such as PC Anywhere, etc.) and it is not clear that ICA has any particular advantage. Picasso does have advantages in very large installations and is not likely to have competition soon, but that market is limited.>> The clear market for Winframe I think is in all manner of data base entry and querying. Whether that is a Reservation system, or order taking and fulfillmet, etc., etc. In other words, the market is pretty much the entire world of specialized terminals or formerly mainframe terminals. If the market also became some large subset of office productivity, Ctxs would start to look like another MSFT. I agree that office productivity per se is probably only a marginal market. Although perhaps larger than you think. Not heavy word processing. But the receptionist who is also doing some light typing (e.g. adding in business cards to a contact list, etc.). Doug