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Technology Stocks : NCDI - Network Computing Devices

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To: Costa Kapantais who wrote (2912)	8/31/1997 4:47:00 PM
From: Mark Orsi	of 4453

Costa, Good to see it back above $9, Great to see it back at $11+. I expected this stock to slowly trickle down until we saw some significant news. The stock should be comfortable at $11 - $12 if we look at predicted 1998 EPS. Any additional news of significance (OEM deals, WBT predictions, Large NC/WBT purchases: ie FedEx deal, etc) could push the EPS estimates upwards, and the stock price accordingly. At worst case, I felt that MSFT could drag the Hydra release out into Q2 of 1998. I figured they would give themselves time to refine the WBT plan. It is good to see that they are moving ahead on Hydra for NT4.0 at a much earlier date. Doug, Are you going to have a WBT available for November's Comdex? Is WinCenter prepared for NT 4.0 Hydra integration? Always curious about confidential proprietary information:) - Mark

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