Valuations in the software sector, particularly among those companies
having anything to do with "cloud," are pretty bonkers right now. That
leaves stocks like
VMware (NYSE:
VMW) and
Citrix Systems (Nasdaq:
CTXS)
as what passes for "value." Value doesn't come without a catch,
however, and in the case of Citrix, that catch is the sharp and ongoing
debate about whether desktop virtualization can really catch on beyond
the early adopters who are already on board.
Please follow this link for more:
http://www.investopedia.com/stock-analysis/2012/Citrix-May-Be-A-Relative-Bargain-But-Theres-A-Lot-Left-To-Prove-CTXS-VMW-MSFT-CSCO0925.aspx
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