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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Riskmgmt who wrote (18202)4/28/1998 11:30:00 AM
From: Logain Ablar  Read Replies (1) | Respond to of 50167
 
Ray:

Your asking the guy who sold CTXS last year? <gg>.

I like the company, its product and management. They'll beat earnings but they've done that the last two quarters and have had sell off's. Revenues and earnings are just starting to kick in from IBM arrangement and they're product is beating ORCL's in market place.

Risk to stock is MSFT rumblings on a competing product (not expected till later this year and at least the initial version won't be competitive with ARSW).

Earnings are tonight after the close.

Tim