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Technology Stocks : NCDI - Network Computing Devices

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To: Emile Vidrine who wrote (3005)	9/13/1997 12:41:00 PM
From: Cary Salsberg	of 4453

To All, The prices of PCs have been falling and projections are that this will continue. The largest PC box makers have been gaining market share and have implemented ever more sophisticated delivery systems. These developments lead to me to believe that when the NC picture clears and sales take off, the prices and profit margins will be close to those of the PCs and this will invite major competition from all the leading PC box makers. Does anyone care to comment on this scenario and NCDI's place in it? Cary

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