NCDI - Network Computing Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : NCDI - Network Computing Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: lincolnlandis who wrote (4440)	4/17/2000 9:15:00 PM
From: Jim Henke	Read Replies (1) of 4453

What really bothers me is that NCD is not making it clear that they've got a plan. That they know what the problem is or how to fix it. Okay, the problem is poor revenue numbers. How do you fix this? By cutting expenses? No. A worldwide agreement with HP is nice...but why should I think that HP is going out to the street to sell NCD products. I don't. HP is out to sell their own products (servers and PCs) and services. If the customer wants TCs, well they get them from NCD, of course. But who's going to be there to push NCD ThinPATH? Does HP really care if they sell ThinPATH vs MetaFrame? Okay, I'm getting sidetracked. One general question I have is: Will NCD look to sell themselves, or will they try to make it on there own? If NCD sells themselves for $4, they better not come back and say "See. I TOLD you we'd increase shareholder value." And if they go it alone, can they find a symbiotic partner? Someone who needs NCD as much as NCD needs them? If NCD could demonstrate that they at least UNDERSTAND THE PROBLEM, I'd feel better.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next