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Technology Stocks : Wind River going up, up, up!

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To: Allen Benn who wrote (2605)1/2/1998 1:54:00 PM
From: Arrow Hd.  Read Replies (1) of 10309
 
Allen, I have been reading your posts with extreme interest today
(directed here from PAIR thread) and have found them to be very
educational. Since I am sitting here using alternately a Thinkpad
760 loaded with everything (Lotus, etc.) for some document and Email
work and now a 1970s era 3279 (the original bi-sync "NC") for my
Internet work including typing this note to this thread, I found your
discussion of the NC to be very interesting. Though I agree with most
of what you have said and certainly respect all of your points I do
think that the NC will have a much quicker acceptance in the corporate
world than you would contend. Most corporate end-users dont need
workstations loaded to the gills with everything Bill or anyone else
makes. They need information and the ability to use the workstation
tool efficiently and quickly. The Silicon Investor is far more easily
accessed through this 20 year old "NC" than it is through the software
jungle loaded on the 760. Sure it is limited but the new NCs give you
enough of what you need for modern computing at a considerable savings
in education, training, keystroking, time delay and overall speed. If
you want info, want it fast, and are a general every day kind of
corporate worker the NC is going to fit into your workplace. And it
is much cheaper for the CIO to buy, especially when he/she may be
looking at a much higher Y2K bill than earlier anticipated. One of
the reasons the mainframe business has exploded in the past few years
is the realization that optimizing cost/benefit ratios in IT means
bringing workload back into a centralized operation versus sending it
out to the end-users workstation. So I dont believe it will be years
before corporate decision makers replace generic PCs with NCs but this
is an opinion and not a critique. I have recommended to some of my
associates that they read your thread for the excellent insight you
have provided.
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