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

To: dougjn who wrote (5521)	4/20/1998 10:48:00 PM
From: David Lawrence	Respond to of 9068

Found this recommendation posted on Roger's thread: #reply-4121938 <eom>

To: dougjn who wrote (5521)	4/21/1998 7:45:00 AM
From: J. Kerner	Respond to of 9068

Doug, There's no doubt that the thin client market will be enormous and the true value, as you state, is the ability to to easily deploy and maintain complicated client server applications suites such as Oracle, SAP, etc. However, I feel that Citrix's fate might be similar to other companies that have partnered with Microsoft. Citrix will do very well as an add on to the initial version of Windows Terminal Server because WTS is missing many critical functions, such as load balancing, required to make thin client truly work. However, eventually Windows Terminal Server will have all necessary features (probably with WTS for NT5.0), the 2 1/2 year agreement between MSFT and CTXS will expire, and Citrix will be left with a relatively small, non Windows (especially with many companies now buying sub-$1000 PCs), client market, while Microsoft reaps most of the profits. I hope it doesn't happen that way because Microsoft needs Citrix right now to counter the network computer movement by Oracle,Sun,IBM, etc. Any comments on how Citrix could avoid the above scenario would be appreciated. Regards, Jason