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Technology Stocks : NCDI - Network Computing Devices

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To: Scott Rafe who wrote (2999)	9/12/1997 6:26:00 AM
From: Bobby Yellin	of 4453

Hi- the recommendation for IBM should have be a straight recommendation for ncdi since that seemed to be the gist of writing..hope you got my email.. question one:do you think we are in a paradigm switch again with the direction headed back towards mainframes and ncs? question2...do you think that because there are now layers upon layers of software because windows doesn't have the same "grace" as IBM's OS or Unix mainframe operating systems...the direction of software has be away from Microsoft's operating systems because it has become a balancing act of loose canons? how can they maintain it with so many different complex applications flying around now..ie a friend who has been in IT(is that the latest descriptive word)since before a lot of the people on the board were born(wow) is afraid to reinstall Microsoft internet explorer(I think that is the Microsoft explorer) because it totally screwed up his Informix application on his pc...he is a consultant and can't make money when it takes him forever to load the software onto his machine..he is no dummy.. if corporations know what is good for them..I think the stampede to ncs will sooner than expected...that Merrill Lynch article mentioned 100,000 by 1997...unless I misread it..any comments on that.. it also mentioned potential 25,000,000... if IBM really wanted to get deployed fast..somebody should talk to al gore and donate some ncs to the US government and set them up.."use tax dollars to save tax dollars"...just realized that the machines are so stripped down..there would be no way for "kickbacks" or political paybacks etc...a graft free purchase.. somebody wrote me and said that IBM probably wouldn't be interested in buying out ncdi because the margin on the computers would be minimal according to the article but because of the speed of deployment and technical support and software and infiltration(I guess) it would add to IBM's profits..well..I don't think there is an agreement that ncd can't make the computers for others as well.. so wouldn't it be to IBM's interest to own the store? for the expertise? please correct me where I might be way off the mark..or misinterpreted what I read...etc.. truth..(got to email Jill to change one of my posts) go ncdi

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