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

To: David Lawrence who wrote (6128)	2/6/1999 11:03:00 AM
From: mauser96	Read Replies (1) \| Respond to of 9068

I guess the point I was trying to make is that as a company, a business, Citrix is much stronger now than it was in 1997,that it can continue to grow no matter what Microsoft does, but that as a stock it probably wouldn't do any better than it did then if Microsoft made a similar announcement. That adds a special level of risk to the stock price because it is a factor outside the company business. Microsoft can't control every market, much as it would like to. For instance I think it is going to lose the operating system battle for small portable devices. The decision of the big 3 cell phone companies to go with Psion is an example. Has anything changed since 1997? Yes, but has it changed enough so that Microsoft will act differently in 1999? Maybe. Microsoft has a new set of problems, with Intel's gradual drift away, with anti trust concerns, with probable failure in the embedded and appliance end of the market, etc. Microsoft would be best served by encouraging anyone who creates interest in core products like Windows NT. The main reason we are mostly using Intel- Microsoft products rather than Apples is that Apple tried to hog and develop everything themselves, rather than having lots of other companies developing new uses for the computer. Is Microsoft going to follow the same path that weakened Apple?