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

To: mauser96 who wrote (6129)	2/6/1999 3:38:00 PM
From: Mike Buckley	Respond to of 9068

Lucius hits the nail on the head: >>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?<< My take on all of that is that there are significant differences between the current state of affairs and the analogy with Apple. First is Microsoft's cash hoard that allows Microsoft to take very long-term risks knowing that riding out the short term is not an issue. Second is that Microsoft now has its OS in 90% of desktops and laptops, allowing them to imbed their own Citrix look-alike in the OS. (I realize that's an issue at the core of the antitrust case.) Frankly, I'm glad to see some of the hand-held appliances with a non-Microsoft OS because it gives Citrix a greater shot at that market should the day come that Micrsoft becomes Citrix's direct competitor. Microsoft has also not been a total winner in the battle of the set-top boxes, and that also is in Citrix's best interest in the very long term. All just my opinion, nothing mroe. --Mike Buckley