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

To: MikeM54321 who wrote (6481)	4/29/1999 1:21:00 PM
From: JMD	Read Replies (2) \| Respond to of 9068

MikeM, don't wish to add to what may be an annoyance to the CTXS thread with all the QCOM comparisons, but just had to say that I think the analogy you draw between the 2 is quite valid. Irwin Jacobs got more than rocks thrown at him as he struggled to get CDMA accepted as the wireless transmission standard: at times it looked like Ericsson was prepared to launch missles. It occurs to me that present and former QCOM shareholders (I being of the 'present' variety) are not on this thread by accident. Folks that are trying to smell out the next major, really major, shift don't have dozens of choices. I still don't know if CTXS is one of them as my DD is still under way, but it sure seems to have all the right 'ear marks'. Frankly, Intel's Server Farm announcement got my heart going pitty-pat: am I missing something or isn't that just a huge endorsement of server resident software? Best, Mike Doyle

To: MikeM54321 who wrote (6481)	4/29/1999 9:22:00 PM
From: Mike Buckley	Respond to of 9068

MikeM, Q had competition along the way from established players, TDMA and GSM. But neither was quite as good. Yes, but the Q's CDMA is still fighting an uphill battle against GSM and TDMA. The Q is a gorilla of CDMA's niche market, but it's important to remember that it still remains a niche market. ICA has competitors and they are not quite as good either. Yes, but those competitors don't have nearly the market that CDMA's competition has. Your analogy between Citrix and Qualcomm is good, but I'm sure you agree that it's good only to a point. Just wanted to let you know that IMHO CTXS is a risky venture, facing similar obstacles to what Q did. But success, IF it comes, will have big rewards. "IF," being the key word. I agree to a point. The underlying issue for me is the big picture of the thin-client story that is unbelievably compelling. --Mike Buckley