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

To: David Perfette who wrote (6597)	5/23/1999 6:36:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 9068

"That kind of scares me, considering we here arn't even sure about this yet!?!?" David, I have to agree. I bet you we are considerably more knowledgeable than about 90% of the investing public (in regards to CTXS details) and it is still hard for us to grasp exactly what the future holds. But I do have to say, it's hard to argue with the bottom line. And this is where Citrix has really shined. That can't be disputed. But the relationships are complicated. I could do pages on the Pros regarding it's relationship with MSFT. And I could turn around and do pages on the Cons. There does not appear to be any shorts on this thread. Personally I wish there were. I try to balance out my thinking by always trying to play the devil's advocate (In case no one has noticed<VBG>). I'm really uncertain how this is all going to play out. If it was not for Citrix's superior execution, then I wouldn't be long. Up to now, no one can disupte they sell product, they make money. If anyone else wants to play the devil's advocate, your comments will be greatly appreciated by me! Thanks, MikeM(From Florida)

To: David Perfette who wrote (6597)	5/23/1999 7:09:00 PM
From: mauser96	Read Replies (1) \| Respond to of 9068

While I must admit that I'm never 100% convinced of anything, I believe that Citrix has the technology needed to fill a significant need, and that MSFT is no threat in the immediate future. The main problem with more widespread use of the product isn't the technology or Microsoft, it's fear of the unknown at the end user level. People have become accustomed to their PC's and look at it differently than the MIS. It is the latter that has to worry about a whole network collapsing because some clown used a contaminated floppy to play Doom during his lunch break. It is the latter who feels the multiple expenses and defects of fat client networks. I have put a lot of time and effort into studying CTXS, and I think that I finally understand the dynamics. I have put my money where my mouth is, gradually increasing my holdings. Of course, it wouldn't be the first time if I turned out to be wrong, but the odds are on the side of the bulls as far as Citrix the company goes. CTXS the stock could be another matter. Of interest because the underlying principle applies to companies like CTXS too is George Gilders's post.... Message 9427301