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Technology Stocks : BORL: Time to BUY!
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To: i-node who wrote (8175)12/23/1997 7:12:00 PM
From: Rainer Klein  Read Replies (1) of 10836
 
Hi David,

my math for that NC / PC think looks more like this:

PC is a local device, with program installation + management +
backup = Windows = high costs

NC or PC with a small OS and Browser and Internet + local cache +
private folders = Networked programs, networked computing
resources = lower costs

A good example for this are 'virtual hosts', where a service company runs 1000s of WEB servers on there mainframe for a fractional of costs. Like I pay USD 25.- each month to have a server running 7 days, 24 hours. I do not need a local PC, expensive phone links and service available around the clock.

I like the idea of an Internet NC/PC without any MS-OS and programs.

But enought of those future scenario. Those drive companies will consolidate and succeed.

For the software business, I find the current momentum speeks for Java and Borland.

With regards,

Rainer
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