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Technology Stocks : NCDI - Network Computing Devices

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To: Craig McNeill who wrote (3554)3/6/1998 7:27:00 PM
From: Jim Henke  Read Replies (1) of 4453
 
I don't see it as a demand problem as much as a thinning margin problem. However, with WBT's almost here, IT purse-string holders may decide to wait instead of just mindlessly upgrading PCs as they might have done in the past. I *don't* think that NCs are being sold in place of PCs to any great extent yet.
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