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


To: dougjn who wrote (5443)4/9/1998 11:56:00 AM
From: Al Chechatka  Read Replies (1) | Respond to of 9068
 
I agree with you about MSFT. MSFT still makes money selling Terminal Server and all the Office products. I think they will encourage the CTXS add-on, because it would take away MSFT from supporting it. So MSFT wins-Sells terminal Server, Office products and has less support issues (CTXS will handle some of it). CTXS wins it sells a ton of pICAsso.

The only thing that concerns me is RDP getting just "good enough" where customers will not need CTXS. For example, if RDP was as good as ICA was in 1997, will people need all the new ICA bells and whistles with all the costs? Some yes, some maybe not. RDP will never be as good as ICA (unless MSFT buys ICA), but it may suit the customers needs w/o Citrix. I personally DO NOT think that will happen unless MSFT loses sales to UNIX or some other OS because of cost issues (highly unlikely). Citrix is good for MSFT as MSFT is good for Citrix. Let's hope it continues for a long time.

Al C.