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Technology Stocks : NCDI - Network Computing Devices

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To: Doug Klein who wrote (3629)	3/23/1998 3:01:00 AM
From: Mark Orsi	Read Replies (2) of 4453

Doug, - a few questions ... The article linked by NCDs website: news.com Includes a graphic that says NCD owned 40% of the NC market in 1997. The figure (source Zona) also shows 348,000 NCs shipped in 1997. Later the article states that (source Zona) "overall market for thin clients will grow from 258,100 units in 1997 to more than 650,000 units in 1998." Why are there two different estimates from the same company: Zona (PS - I know you don't work for ZONA, but you may have some insight into the numbers)? Which estimate was correct? What were the actual numbers for NCD? Do you agree with the Zona estimates for NC shipments this year? Is it possible that these estimates are low? What percentage of the market does NCD expect to control this year? Do any large corporations (like FedEx) have pilot programs with NCDs ThinStar and MSFTs WBT Server? Have you had any feedback from users of ThinStar? Inquiring investors want to know:) As always, your responses are greatly appreciated. Thanks - Mark

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