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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

3:59 PM EST

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To: jiggy who wrote (4657)	10/31/1996 7:01:00 PM
From: Steve Lahet	of 186894

Software solutions exist to counter NC's. The real problem that NC's address is this: the cost to corporations to maintain the PC's of their workers. The costs of the software installs/upgrades are the variable between NC's and PC's. The costs of PC's are especially painful (read 'expensive') when there are lots of remote locations. I don't see corporations having a problem shelling out $1500 (+ or - at a bulk purchase price) for a PC to sit on a workers desk that will remain useful for somewhere between 2 and N years. I don't think that's the problem. The problem is that it costs thousands of dollars a year per PC to pay the folks who install software on these PCs. Especially if the PC's are distributed all over the counrty. Royal Bank of Canada actually hires six small airplanes to fly their workers to their four thousand plus branches with boxes of diskettes to install new software. Especially difficult in their Northern small town branches in Febuary. But other corporations have similar problems. That is why NC's are a threat to PC's. What could swing the balance back to PC's is "Electronic Software Distribution". There are several companies such as Novadigm (NVDM), Tangram and Computer Associates (CA) that have products that will download and install/upgrade software and data on fleets of PC's. I recently went long in NVDM as it is a pure play on software distribution, CA has a million other products. The idea is that you can install and upgrade software from a central point to every PC in your company. This could work to significantly lower the overall cost of owning large fleets of PC's. The Royal Bank of Canada is planning to NOT rent their small fleet of small planes in the future. IMHO, electronic software distribution will help to preserve the value of my long postion in INTC stock as well. Steve

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