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

To: Roger A. Babb who wrote (17989)	4/8/1999 1:44:00 AM
From: Marconi	Read Replies (1) \| Respond to of 18691

Hello Mr. Babb: I agree that publishing the NT kernel would give them all the same footing from MS. However, CTXS is noticeably concentrated in the remote control business ('remote mouse' was one wag's tag I remember well), and seems to have an advantage for visibility. If the battles belong to those who can deliver and reasonably well, then CTXS should be able to do that with an edge in facility over smaller fry. Please speculate why you think the simpler, lower cost 'remote mouse' firms have not done the job you expected. Best regards, m BTW in regards to the CTXS capital raising, I hope it was borrowing now at more favorable terms than in the future and nothing more. Borrow when you don't have to and terms are better than when the need is great. At least in a fluffy irrational market with inflated prices. The first rule of finance is, bankers are stupid. Sorry bankers. Somewhat tongue-in-cheek but there is a grain of truth in the expression.