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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Shoe who wrote (13213)	8/28/1998 10:21:00 AM
From: Roger A. Babb	Read Replies (5) \| Respond to of 18691

Shoe, the effect on CTXS is unclear. Certainly it takes away some potential.

To: Shoe who wrote (13213)	8/28/1998 11:04:00 AM
From: Mkilloran	Read Replies (1) \| Respond to of 18691

shoe and Roger.... Load balancing software that Microsoft just bought will IMO be a BIG problem for CTXS down the road. Not today...but as customers migrate away from NT3.51 to go foward to NT4.0 or future NT5.0 terminal server ...the one main hook that CTXS had was load balancing. Now if CTXS was the only load balancing game in town and they moved foward to supply load balancing for NT 4.0 and NT 5.0 they would have had a growth path. With Microsoft's latest purchase I think this limits CTXS to ICA and other ventures. Long term this will hurt CTXS IMO.....unless they come up with something new. This CTXS BULL now an X-Bull.