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


To: Sonki who wrote (5372)3/31/1998 10:19:00 PM
From: gdichaz  Read Replies (1) | Respond to of 9068
 
Yep. Your choice to take profits. But IMO upward momentum is just beginning to accelerate. But who knows. Chaz



To: Sonki who wrote (5372)4/1/1998 11:36:00 AM
From: Thin Client  Respond to of 9068
 
Sonki - I don't know who is able to project a forward PE on this company, anyone that says they can is full of it in my opinion. Right now there are far too many unknowns to accurately project the PE going forward:

* pricing of Windows Terminal Server
* pricing of pICAsso (the product, not the upgrade)
* how many TS unit will Microsoft sell over the next 12 months
* how many TS users will use pICAsso
* what will the final release of pICAsso look like technically
* what will Citrix's sales strategy be with WinFrame 1.7/1.8 going forward
* ...

some of these questions could be partially answered by those "in the know", but the future market will determine the rest.

My opinions are more on the technical side. I have total confidence in Citrix's products and the company's ability to stay at the front of Thin Client technologies. And, I think Thin Client technology is going to be much larger than most people current believe.

The evolution has begun.

PS - if you haven't seen it already you should check out ThinWorld (http://www.thinworld.com) - lots of Citrix coverage.

Thin Client



To: Sonki who wrote (5372)4/1/1998 8:19:00 PM
From: dougjn  Read Replies (1) | Respond to of 9068
 
This stock remains cheap.

It is a leading way of playing the march to NT. (Along with PSFT, NETA, and of course the grandad, MSFT, all of which I am also long.)

Unlike MSFT, this is a leveraged play.

Got in at 42, and in mega at 40. Happy boy. Overall up 70% so far this year, ok, using leverage, but not hated options.

Doug