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Technology Stocks : Intel Corporation (INTC)
INTC 50.57+4.8%3:59 PM EST

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To: Shibumi who wrote (3294)9/13/1996 10:24:00 PM
From: PFRice   of 186894
 
Mark writes:


"But I don't understand what has changed since the time of the X-terminal -- which had as its primary selling points the same arguments."


There has been one very significant change. In the past if a corporation wanted access to the large body of Windows apps written for the PC, it had to put a PC on its employees desktops. There was no choice. Today, however, a corporation can put an Xterminal, Unix workstation, MAC, or NC on a desktop and access those same Windows apps natively. No emulation involved. This has been made possible by Citrix's MultiuserNT which is selling very well and has enabled Citrix to beat earnings estimates by 340% and 75% the past two quarters.


"It has evolved (devolved?) into something which exists primarily to give Ellison and McNealy and Clark/Barksdale a chance to challenge Microsoft's dominance in software"


I would agree with this to some extent. I think Ellison's fixation on dissing MSFT has been a detriment to the NC. He either doesn't realize or doesn't want to admit that the NC has to do Windows in order to make it in the corporate environment. McNealy is a little smarter. Sun recently announced that they would be licensing Citrix's distributed graphics protocol (ICA) so that their NCs could get at Windows apps.

The other proponents of the NC on the other hand (the Xterminal vendors who have now been reborn as NC vendors i.e. NCD, HDS, and yes IBM) don't appear to have the hangups that Ellison has. They have openly embraced Windows and have a more complete vision of the NC. These are the guys that are going to make this thing take off.
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