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

To: Mike Buckley who wrote (6507)	5/1/1999 8:43:00 AM
From: MikeM54321	Read Replies (3) \| Respond to of 9068

Re: CTXS and Java "I'm glad to see that you're finally coming around to appreciate that Java isn't a huge problem for Citrix." Mike Buckley, I think I may have confused you because I'm really not coming around. Java still concerns me a great deal. Please review the following press release. --------------------------- "As "thin" software clients move applications off of the desktop, the database server has to support increasingly complex applications. And since the ease of deploying thin software clients allows more users to access the system, the database server also must support significantly higher usage. By minimizing network traffic, this approach also makes it economical to deploy the applications over Wide Area Networks (WANs) to hundreds or thousands of users, making it possible to distribute critical business information much more broadly than is feasible in the client/server model. This architecture allows companies to shift the complexity of application management, maintenance and upgrading from users' desktops onto centralized, professionally managed servers, thereby dramatically reducing the cost of deploying and administering software. The Internet platform for business innovation, used by nearly two-thirds of the Fortune 100, ten out of the top ten consumer E-commerce sites and nine out of the top ten business E-commerce sites. Our software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes and massively parallel computers." --------------------------- Okay, now where do you think it came from? Sounds a lot like Citrix, right? But in reality it comes directly out of Oracle (less Oracle's labels). "Lastly, I am still not aware of any mainstream mission-critical software being written in Java." Mike, Oracle is the second largest software company in the world and the worlds largest database company. They have a strong initiative to go Internet using Java. Pretty strong competition for ICA. I know it's not 100% direct competition but Oracle is behind the Java push rather than ICA. And for CTXS to be really successful, they need ICA adoption and not Java. Also consider that Sun Microsystems is next to announce a strong Internet initiative. It's called "I-Planet," and is a plan to make it easy to access the corporate server via a web-browser. And of course it is Java based. $10,000 for as many as 100 users. It resides on the corporate server and any user with a web-browser has anytime access, anywhere in the world, without ever having to dial up directly to the server. If you can get on the Internet, you can get to your personalized desktop. It will be interesting to watch how this all plays out. My feeling is CTXS is going to do say something like, "Yes, if you really want to deploy ERP software that is Java based, we can do it but only better." Some customers will bite, others won't. It will be kind of expensive to add the ICA option when Java is free and built in. So I can see how CTXS may have a slight advantage over Java (my previous post) but that certainly doesn't mean they will be successful in their attempt to do pretty much what Oracle, Sun, and others are trying to do with Java. Java has a huge momentum behind it. Java is free. But CTXS does, reluctantly, have MSFT on it's side. But Metaframe certainly is not free. MikeM(From Florida)