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Technology Stocks : NCDI - Network Computing Devices

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To: Jim Henke who wrote (3399)	1/15/1998 5:25:00 PM
From: Doug Klein	Read Replies (1) of 4453

re: HP and NTRIGUE This is one of several opportunities that have presented themselves to us given the demise of the NTRIGUE product. It's still too early to predict results, but I would predict them to be favorable. re: WinDD I don't believe we get much competitive activity from WinDD other than in existing Tek accounts. If someone is already a WinDD customer they tend to stay one. If they aren't, we tend to win. Also important to note is that WinDD is not a core product for Tek by any means. Wincenter is quite critical to NCD overall. (Less for the financial reasons than for the functional reasons - i.e., we'd be in deep doo-doo if it didn't exist. The fact that we can make good money at it is icing.)

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