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Technology Stocks : NCDI - Network Computing Devices

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To: Lincoln Landis who wrote (4416)	1/8/2000 10:48:00 PM
From: Jim Henke	Read Replies (1) of 4453

Wyse has put together a pretty decent white paper. wyse.com I know that a lot of us may be to glum to give a rat's *ss, but there it is. Thin has been in for well over a year now. This paradigm shift has been going on for at least three years. The market is growing by leaps and bounds. Is it just Citrix that's making money? Even when NCD was doing well, they only increased revenues $1.5M Q to Q. How does that translate into a 200% growth rate? Wyse says they manufactured 65% of TCs. Add in NCD's 43% and that only leaves 22% for the rest of the companies. (I'm not my normal self tonight. Give me a break.) Jim

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