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Technology Stocks : NCDI - Network Computing Devices

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To: Mark Orsi who wrote (3775)	6/24/1998 9:49:00 AM
From: Costa Kapantais	Read Replies (2) of 4453

Hi all, WOW! the price has sure dropped, how low can it go? (so I can buy some :) IMHO the issues that I see in this market segment (and NCDI) is: 1. The management capability of the PC is improving at a rapid pace so you can easily win the fat client argument now (NOVL have done this well with tools like ZEN works, etc...MSFT still coming!!??!) 2. The cost of a PC is not to far off or even the same as a NC/WBT and you get more bit's ie: hard drive, expandability, etc. 3. MSFT late in releasing Terminal Server. 4. Less revenue from WinCenter as MSFT & CTXS ramp up. The advantages that are still with the NC/WBT camp are: 1. MSFT Support 2. Longer life cycles (ie: no need to upgrade desktops every 2-3 years 3. Not limited to 1 CPU 4. Ideal technology for specific markets ie: Hotel Rooms, Point of Sale, UNIX shops (for WinCenter/Explora) Anyone care to comment?

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