Der ultimative Citrix-Push-Thread
Dr.UdoBroemme : Der ultimative Citrix-Push-Thread
Zuerst der Chart:
Wie man sieht, ein Underperformer gegenüber der Nasdaq.
Und das, obwohl die zuletzt vorgelegten Zahlen die Analystenerwartungen übertreffen konnten und auch die zukünftigen Geschäftserwartungen angehoben wurden.
Der letzte Kursrutsch kam wegen der, durch ein Analystenhaus erzeugte Unsicherheit, über eine weitere Zusammenarbeit mit Microsoft(für Citrix enorm wichtig). Angeblich sollte MSFT ein Startup mit konkurrienden Produkten fördern um selber auf dem Geschäftsfeld Geld verdienen zu können. Diese Spekulationen erwiesen sich diese Woche als falsch. Siehe folgende Meldung:
Citrix Announces Microsoft Has Joined Citrix
Business Alliance Program
FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Dec. 18, 2001--Citrix Systems, Inc. (Nasdaq:CTXS - news), a global
leader in application serving and portal software and services, today announced that Microsoft Corporation has become a
premier member of the Citrix Business Alliance(TM) (CBA). As part of the CBA, Microsoft will work with Citrix to provide
enhanced application server computing solutions to customers.
``Being part of the CBA program formalizes our long-term relationship and lays the groundwork for greater collaboration on
solutions using Windows 2000 and the .NET Enterprise Server platform,'' said Charles Stevens, vice president of the enterprise
partner group for Microsoft. ``We value our relationship with Citrix greatly, and continue to view Citrix as a leading provider of
solutions that solve the critical application access problems faced by our mutual customers.''
``We've always been focused on extending and enhancing the Microsoft platform,'' said David Jones, senior vice president of
corporate marketing and development for Citrix. ``We're excited about continuing to provide that value, especially as Microsoft
develops its .NET server products.''
The CBA is a coalition of industry-leading companies from across the technology spectrum that are working with Citrix
solutions to broaden the scope and effectiveness of server-based enterprise computing solutions. The program provides
members with access to Citrix products for compatibility testing with Citrix® MetaFrame® application server software, new
business opportunities with other Citrix solution providers, access to joint marketing programs and enhanced technical support. "
Ich denke, dass Citrix in einem äußerst profitablem Markt tätig ist und kaum ernsthafte Konkurrenten hat. Angesichts der eher bescheidenen Kursentwicklung der letzten Monate ist hier echtes Aufholpotential vorhanden.
Ob die charttechnischen Hürden schnell überwunden werden können, weiß ich nicht, aber mittel- bis langfristig sollte Citrix weit über den jetzigen Ständen notieren.
Zum Abschluss noch eine aktuelle Einschätzung:
Durig Capital, LLC Recommends Buying Citrix
Systems, Inc. (CTXS)
LAKE OSWEGO, Ore., Dec. 20 /PRNewswire/ -- The following release was issued today by Randy Durig of Durig Capital,
LLC, a branch office of Financial West Group:
Durig Capital specializes in identifying long-term advantages. If you would like to sign up for our next report, please leave your
e-mail address at http://www.durig.com/page5.html .
Is Citrix in the sweet spot?
Citrix (Nasdaq: CTXS - news) is like a Swiss Army Knife of enterprise-wide and remote server-based applications. Most
people might look at a single application and believe that another company looks better, and for a single application they might
be right. However, people that use Swiss Army Knives know that it's the overall utility that makes the multiple applications so
In this economy, corporations are not looking for a hot new tool. Instead, they are looking for a solution that works and saves
them money. Citrix has focused on developing a 7500 member Value Added Reseller or VAR, as well as a 160 member OEM
team that includes IBM, Sun, and Motorola. These two factors play a key role in helping Citrix leverage products for a robust
corporate solution. If a corporation has 1000 users, they might need a different working solution for each person. The
combination of the Swiss Knife approach with the leverage of all of the Value Added Resellers form a formidable weapon that
could take a new company years to achieve.
Citrix's thin client environment has demonstrated it can save companies between 25-40% on their cost of computing. The
Nfuse or Internet solution can get even a far greater savings if the user is using a long distance telephone line to access the
corporation. Remote application computing will increase the possibilities of working from home, or outsourcing. Since the
September 11 attack, working from home has become more desirable than working in a trophy location, which would again
save companies office expense.
Most of the competition focused on a single solution, and in doing so limited both their market scope and threat to Citrix. Due
to the fact that the competition limited their deployment inside the corporation, Citrix has very little direct competition. For
example, Microsoft's window environment supports Microsoft Windows. Citrix supports Windows with a cross platform
access to Sun, Unix, Apple, and now even Linix. Corporations often choose Citrix to provide application tools to work across
all platforms, which delivers to the company a working solution. Because their proprietary ICA technology uses very little
bandwidth, and that advantage could put them in the sweet spot again if the wireless applications market explodes like some
forecast it will.
In a tough economic environment, Citrix provides a very robust solution that solves the companies' needs and saves them
money at the same time. It is for these reasons that we believe Citrix Systems, Inc. is, in our opinion, in the sweet spot.
Randy Durig is the founder of Durig Capital, LLC. He has worked in the financial services industry since 1986. Randy is now
the CEO of Durig Capital, LLC. He has built a successful business by years of researching monopolistic companies that
demonstrate strategic advantages over the competition. Financial West Group, Inc. acts as the firms Broker/Dealer and
securities are held through CSC, a wholly owned subsidiary of UBS PaineWebber.
Es würde mich freuen Meinungen zu hören, oder bin ich der Einzige der diese Firma im Auge hat?
Gruß Dr. Broemme
5 Nutzer wurden vom Verfasser von der Diskussion ausgeschlossen: der boardaufpasser, deuteronomium, flumi4, rotgrün, waschlappen