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Goldman Sachs has BMC and Citrix on its favorites list

Per the economy, Friar quotes Citrix management as saying that, “due to the cost reduction nature of its product, the company actually tends to outperform in weaker economic environments.” Meaning, you can use Citrix’s “virtual copy of Microsoft’s Windows (MSFT) to actually lower the amount you spend on Windows. Citrix is a competitor to VMWare (VMW), the hottest IPO in recent memory, and Friar says that the company’s recent acquisition of Xensource makes that a credible claim: “original equipment makers have been clamoring for a credible number two to VMware and Xensource seems to be filling this need.” Xensource should benefit from a recent agreement between itself and VMware to offer standards for interoperability between virtual machine software programs, says Friar. Friar has a $42 price target for Citrix.

BMC shares are worth $36, argues Friar. Right now, the stock trades at only 11x its enterprise value as a multiple of its projected free cash flow next year, which, she writes, is way below the software industry average of 17x.


Barrons is carrying the article.

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A Collection of Threnodies : Part 1

Whale Fall
-----------------

Dress me up in my new threads
clasp my greasy palms
grease my hair
I'm ready for the fall


Watch at all the decadence
watching the avalanche
I'm slipping down
losing my buoyancy


What's become of us
where have we come
this far, this close
close to the doors


I hear them, sublimal chants
I'm on the run
I race through the human sea
I am the king!


I'm the slave
to my own undoings
I'm the jester in my courtyard
We jest as we run


We're strolling on that thin rope
we grope as we rope
we're true heros
we're the survivors


we're the scavengers
we're the friends
we're the lovers
we're the unbred


Soon awaiting the fall
we're lurking on us
we're osedaxing us
we're soon going to be done
we'll soon be arrested




*osedax(bone devourer, newly discovered marine genus) feeds on a fallen(sunken) whale carcass(which is also called a whale fall). Read more here