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

To: David Perfette who wrote (6603)	5/23/1999 11:07:00 PM
From: Scott Overholser	Read Replies (1) \| Respond to of 9068

>>Could you elaborate a bit on why windows 2000 is our ticket to ride? When you say "this is where windows terminal services goes mainstream" are you refering to Citrix's Winframe being a part of win 2000? << Yes - I am talking about Citrix being part of Windows 2000. Here is why I think Terminal Services will go mainstream and why Windows 2000 is our ticket: 1st generation: Winframe A completely obscure company licenses Windows NT 3.51 and markets an obscure product that only a sysadmin could love. 2nd generation: Windows NT 4.0 Terminal Server Edition/Metaframe The now non-so-completely obscure company stands up to Microsoft and negotiates a great deal. The core of their product - the Windows NT multi-user code - ships in a special version of Windows NT 4.0 - Terminal Server Edition. You've gotta buy Metaframe to get the good stuff tho. Licensing terms from Microsoft suck. In spite of this sales of Windows NT 4.0 TSE and Metaframe are robust. 3rd generation: Windows 2000/Metaframe Terminal Services is gaining momentum. Windows NT is now Windows 2000 and Terminal Services is on every server SKU. Everyone will get it. Windows NT/2000 is now more multi-user than it has ever been. This is completely new stuff to Windows. Windows 2000 will accelerate the adoption of Terminal Services. Microsoft is more interested in Terminal Services as a means to an end. Namely, getting Windows 2000 into the back office and keeping Sun and Oracle out. Microsoft is not interested in Terminal Services as a direct revenue generator. Terminal Services with Windows 2000 as shipped is crude compared to Metaframe and ICA. Any serious Terminal Services implementor will be using Metaframe. The terminal service that Microsoft ships is kindof like Microsoft Notepad. Sure, it comes with Windows and it's free but it is not intended to be serious competition to the word processing industry. Anyone serious about word processing will purchase Microsoft Word or some other more capable and feature rich product. So will it be with Metaframe. The notepad users of the world will limp along using RDP clients on Windows while the rest of us will upgrade to Metaframe.