Citrix Systems (CTXS)

Avi,

interesting article on what can only be called a complex topic.

A few critiques:

Intro:

• Break this up into several paragraphs.
• What does the company do? This is not clear from intro. Explanation does not have to be long but it should be more detailed than what is currently there.
• What is the difference between virtulization market and thin client market?

Products and Services:

• What percentage of the revenue does each business line generate- pie chart or percentage in parenthesis next to each header.

General:

• At one point you mention that the majority of sales are genearated in this market. Where are the rest of the sales generated?

• Please add a pie chart showing geographical breakdown of revenues.

• Citrix announced its intention to restate its financial astatements after voluntarily investigating its stock option granting practices.

Competition:

• I don't understand your paragraph about Cisco. Why does bying Webx make Cisco look worse relative to Citrix?
• It may be worth mentioning that Microsoft will be releasing its own virtualization solutions in another year.
• Mention VMware. Now that Citrix has entered into the virtulation market, VMware is a major competitior.

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