Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Nov 26 3:59 PM EST

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To: Jeffrey D who wrote (2271)	8/11/2002 6:28:46 PM
From: Cary Salsberg	Read Replies (2) of 25522

I held stock in Networking Computing Devices (NCDI), a thin client leader, from 1992 to the late '90s. The arguments made about TCO and ROI would be persuasive if robots manned the thin clients. Unfortunately, people are rquired to sit in front of them. People who buy 2GHZ, 40GByte, 512MB for their kids to do homework and instant message their friends and play downloaded music in the background and play games when the homework is done. When you want people to sit in front of something and be as productive as possible for, hopefully, 50 hours a week, that something better not be "dumb".

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