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Technology Stocks : JAVA - Does anyone have info on the new NC computer?

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To: cheryl williamson who wrote (225)12/6/1996 12:31:00 PM
From: jim kelley   of 524
 
cheryl, I find this analysis interesting.

Let's try reasoning this one out.

One of the biggest cost factors in a PC is the monitor.
We pay anywhere from 200 to 800 dollars for a good monitor
to read our work on.

The intrinsic cost of a 100 MBPS ethernet port is no different on a PC than
would be on the murky NC.

The intrinsic cost of memory is no different for an NC than a PC.

The same argument applies to the rest of the optional peripherals, e.g.,
keyboard, disks, floppy disks, modems, flashrom, etc.

So the only way you are going to produce an NC that costs less than
a PC is to reduce functionality. For example, use a 114" monitor
instead of a 17" monitor. Obviously, this reasoning can be applied
to the other manufacturable items.

Even if one reduces functionality, it is still problematic that a
murky NC will cost less than a similar PC because of ECONOMIES OF SCALE.
The PC has economies of scale while the NC does not.

A PC can load versions from a central server. In fact, the company that makes Marimba
is doing just that. Also, Gates and Grove are also working on lowering
the cost of software version control on the net using the same idea.
The concept of the NC has nothing proprietary in it. It is a montage
of concepts that partially address cost and control issues.

There is nothing an NC can do that a PC cannot do. So what is an NC
anyway? IMO JAVA will survive but the NC will not. Unless you define any computer
using JAVA as an NC. This would give SUN a rhetorical victory but I do
not think it will save their desktop business from the PC.
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