To: dreydoc who wrote (6192 ) 3/11/1999 12:16:00 PM From: mauser96 Read Replies (2) | Respond to
It seems to me that the real difficulty is Citrx's ability to establish the viability of thin computing, and themselves as the market leader, the one to own. Geoffrey Moore discusses this in his excellent book "Crossing the Chasm". I think it's still in question whether the company has really entered the main stream. If this concept takes root in corporate America, then there should be many years of profit. The big problem is getting there from here. The market dominator, the gorilla , has huge advantages. If you accept the idea that much future computing will be wireless, and that further expansion of networking will increase the cost of maintaining standard types of computing, the future several years from now is very bright for CTXS. I'm more worried about the next couple of years, their window of opportunity to fully enter the mainstream market. If CTXS doesn't do this soon they are doomed to be a bit player at best.I'm not too worried about Java - the nature of interpreted languages is that they are bulky and slow, useful mainly for small aps. The CTXS solution is much more flexible. They are partial competitors, but serve somewhat different markets and in a rapidly expanding universe there's plenty of room for both.
