Angeblich soll MSFT die Partnerschaft zu Gunsten einer kleinen Klitsche aufkündigen...
8:00AM Citrix Sys (CTXS) 20.13: Merrill Lynch defending CTXS against overblown concerns that MSFT will replace CTXS with New Moon: 1) MSFT stated relationship with CTXS "not going away", 2) premature to call New Moon a threat... co has no existing enterprise customers, little revs, 3) New Moon's tech is unproven, lacks established distribution platform, 4) unlikely that MSFT would willingly injure CTXS, one of its premier channel partners, 5) no industry insiders have given indications that acquisition--if true--would impact CTXS's biz model. ML reiterates Accumulate/Buy rating, says $20-22 range an attractive entry point.
Gruß Hans-Udo
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