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Technology Stocks : NCDI - Network Computing Devices

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To: Mark Orsi who wrote (3307)	11/29/1997 12:54:00 PM
From: Doug Klein	Read Replies (2) of 4453

re: FedEx I can't really speak for them, but I can offer some thoughts. I think there are several things going on, one being a bit of hesitation due to the general confusion in the 'thin client' market. There is a disproportionate amount of noise in the market right now considering the relative size of the actual thin desktop opportunity, and that always causes delays. The rhetoric battle is really at a tremendous pitch right now because you're seeing the first real threat to the WinTel dominance. It is actually as big or bigger than the whole Internet/Netscape events of the past couple of years. I have to believe that this didn't escape the notice of FedEx.

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