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

To: Roger A. Babb who wrote (5557)	4/22/1998 4:28:00 PM
From: Biomaven	Respond to of 9068

Roger and others, As people on this thread generally believe that thin client is going to be successful, and given CTXS's current high price, it may make sense to look laterally, as in Roger's example. In particular, I am thinking about Wyse and NCDI. I don't know much about Wyse, but I've traded NCDI for a while, and currently have a small holding. Most of their sales are through IBM, and I believe they must be one of CTXS's most significant customers. Not much in the way of profits yet - historically they've always been six months away <G>. However when WBT's and the like happen for real, they should do well, even at a margin of $50 per box. Peter