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Technology Stocks : NCDI - Network Computing Devices

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To: Mark Orsi who wrote (3971)	11/16/1998 12:53:00 PM
From: Blair P. Houghton	Read Replies (1) of 4453

>That gives NCD over 50% of market! >"Over 650,000 NCD thin clients are installed with over 2 billion hours of operation." So their 40% of the market was 650k boxes, and now their 50% will be roughly 800k boxes. Compared with 250,000,000 non-thin boxes. Not to pee on anyone's Easter Bonnet, but them's tough facts to ignore. The good thing about the Tek deal is it will give NCD's marketing honchos more latitude to preen and bark about NCD products without seeming to step on IBM's toes. But, despite the sweet volume-production deal, I'd just as soon NCD had never put so many of its eggs in Big Blue's low-margin basket. Or rather, I've got a lot of expired call options that wished it hadn't happened that way. --Blair

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