Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougjn who wrote (5514)	4/20/1998 9:05:00 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 9068

Doug, nothing wrong with taking the writeoff, it is the correct thing to do. The fact that the market may ignore the writeoff is a function of the euphoria of this current bull market. In other times the writeoff would have been considered significant, but not today.

To: dougjn who wrote (5514)	4/20/1998 9:06:00 PM
From: David Lawrence	Respond to of 9068

>>The only issue Roger is whether there is life for Ctxs after the license period is over. Doug, that is indeed the question. The horizon to 2-3 years out is crystal clear. However, there is an absolute void beyond that. What is Citrix going to do to maintain their status a high-growth company? We're taking about bright people who understand their business and have a proven record of success and innovation. However, will the market indefinitely continue to support a high PE without knowing what lies beyond that horizon? That should be the topic for discussion, but we have no fodder provided by the company to toss about.