It's not uncommon to find at least one or two contrarian analysts on a well-known tech company, but the environment around
Citrix Systems (Nasdaq:
CTXS)
is more interesting than most. Simply put, there's a split between
analysts who believe desktop virtualization and an all-around focus on
cloud infrastructure will propel this into a major player, and those who
believe desktop virtualization will never really take off and that
competition in other markets will punish Citrix for its ambition. Where
there's a split like that, there can often be both elevated risk and
opportunity.
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