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


To: mauser96 who wrote (6543)5/17/1999 5:18:00 PM
From: MikeM54321  Read Replies (1) | Respond to of 9068
 
Lucius,
Quite a good analysis and I concur with you on every point, except the very last one. It's sort of a moot minor point, but I think the DOJ litigation was extremely good for the future of CTXS-MSFT relationship.

I mean after all, MSFT had something to work with in RDP and they also had a European company's technology that (I believe?) was not part of the CTXS-MSFT agreement in 97. But it's really not relevant, because MSFT is now walking very gingerly and won't be so quick to crush it's competition.

But let me bring up another thought. What's your opinion about the expiration of the marketing agreement between CTXS and MSFT? It expires in October of this year.

I have an opinion, but I wouldn't mind hearing a few others.
Thanks,
MikeM(From Florida)



To: mauser96 who wrote (6543)5/17/1999 6:26:00 PM
From: Riskmgmt  Read Replies (1) | Respond to of 9068
 
Lucius, Mike,Red and thread;

I attended the Shareholders meeting and here is a brief summary;

Mark Templeton CEO: 98 in review and 99 going forward.

Rev: 150% compound last 3 years, 101% 98

Employees expanded to 600+ 400 N. America 150 Europe 60 Pacific Rim

5000 dealers WW

Aquisitions: Insignia, APN VDOnet

77 on Fortune 100

2 new option products for meta and winframe

Alliances with major players IBM, SUNW, S.A.P. CPQ and others

CODY award and named by Forbes -most dynamic software company

Goals he outlined 5 goals roughly 1.Satisfied clients (his words were more elaborate)2. New Geographical markets 3. More products for enterprise Sever basedmessaging 4. expand partnerships 5.Focus on solutions server based computers.
He expanded on the idea of using tech over the internet and the new business unit.

Increase visibility of the co. APT tour sponsership , WW TV coverage,

300 million people use computers 3.7 Billion non-users WW

Direction Ap's that can tap into from anywhere in world

1. Making it simpler, 2. Independance for customer. 3. heretogenious
4. lower costs 5. connect to computer from antwhere.

all for now will post more later-excuse grammer/typo's

Ray