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Technology Stocks : NCDI - Network Computing Devices

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To: Jim Henke who wrote (3743)6/12/1998 3:44:00 PM
From: Mark Orsi  Read Replies (1) of 4453
 
"We have installed over 600,000 thin client devices worldwide ..."
ncd.com

Gilbertson Quote:
ncd.com
"Thin Clients, the enabling device for the fourth wave of computers, is moving from the pilot phase to explosive implementation in 1998. The annualized install rate will quadruple to over one million units per year by the fourth quarter of 1998 and will exceed 10 million units by 2001, according to International Data Corporation."

I am thinking that the NC vs. WBT debate should heat up at the end of this month, and lots of publicity should follow on the "best" solution. Either way, we win.

Do you think we will see a jump in stock price before the market starts buying these boxes in LARGE quantities? When will this long-awaited Big-Brokerage coverage finally take place (2 years and counting from first rumors).

I hate seeing NCDI below $8, especially when I am not positioned to buy more! I expect near-term stock price improvements. What do you think?

- Mark
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