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Technology Stocks : NCDI - Network Computing Devices
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To: Lincoln Landis who wrote (3885)9/14/1998 9:28:00 PM
From: Lincoln Landis  Read Replies (1) of 4453
 
"Wyse does have an OEM relationship with HP which is begining to fall apart.

HP recently requested bidders for a NEW OEM box. I heard through the grapevine
that NCD, Wyse and Boundless made the cut. We may hear that HP cut it down to
two vendors this week. Even money that Wyse gets the axe.

HP wants a CE box with both RDP (Microsoft) and ICA (Citrix) support. NCD is the
first out of the gate with the new ThinSTAR unit and it is reportedly field testing
significantly better than the Boundless unit.

There is a good chance that NCD will win the OEM contract. No idea yet on how
much it could mean to the bottom line.

My prediction:

HP purchases 3-4.9% of NCD stock. (Similar to Intel)
OEM could provide $15-20 Million in sales for NCD.
(The IBM relationship contributed over $30M last year.)

Anyone have additional information? "

Taken from the Yahoo Msg thread... Just thought you'd like to see it, too.
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