Wintel's Demise Message Board

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Technology Stocks : Wintel's Demise

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Dec 31 3:59 PM EST

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To: Dwight E. Karlsen who wrote (100)	9/8/1997 10:15:00 AM
From: Christine Traut	of 328

I think the Wall Street Journal got it all wrong this morning. In an article which talks about IBM dropping support for the NetPC, the reporter interprets this as meaning that IBM customers are also not interested in Network Computers. Au contraire, I believe. I have multiple sources telling me that IBM is planning a very major network computer push within the next six weeks. Gertsner has publically stated that he wants the market to perceive IBM as a software, not a hardware, company. The problem with the Net PC (which they are dumping) is that it has most of the problems of a standalone Wintel unit - it's just neutered, with no disk. The Network Computer running Java, on the other hand, is a whole nuther animal. No Windows operating system, unless you need to run legacy apps using something like Citrix. I believe that IBM is dropping the Net PC in order to clear the decks for their NC. After all, if the Journal reporter can't keep the two product categories straight - how can IBM customers? I don't know if I am willing to sign on to the "demise of Wintel" but I certainly think that IBM looks like they are planning to take it on with a Java-based NC.

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