Josh Burwick
Long/short equity, growth at reasonable price, tech, Venture capital

Citrix: Textbook Definition Of Great Risk/Reward With Catalysts Ahead

Citrix (NASDAQ:CTXS) stock has been a massive underperformer, down 8% since it reported an ugly Q1, and has generally languished since Xen Desktop growth slowed. The stock sits where it has bottomed several times over the last few years. Citrix will receive a tremendous boost over the next 2-4 quarters as Microsoft's (NASDAQ:MSFT) most prevalent O/S, Windows XP, comes off support April 8, 2014. As it comes off support, roughly half of total enterprises will need to evaluate their future O/S. Many enterprises will evaluate and decide that desktop virtualization represents a compelling investment as storage/server costs have finally gotten to the point where the ROI makes sense. In addition, Citrix has amassed a compelling portfolio

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