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Technology Stocks : NCDI - Network Computing Devices

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To: Lincoln Landis who wrote (3998)12/11/1998 6:38:00 PM
From: Blair P. Houghton  Read Replies (2) of 4453
 
"everybody is waiting [for] the earnings reports"

Doesn't compute.

The rule is "BUY on the rumor and sell on the news."

Not the other way 'round.

Personally, what I think I'm seeing is very, very low volume in a development-company stock, meaning we're all sitting on our shares waiting for a bump.

Meanwhile, Boca Research and Boundless are putting together design wins and news and rumors. So people are buying BOCI and BDLS. Including some of us (well, me, at least). And *some* of us are selling our NCDI to get the capital to do it, rather than hold two development-grade companies in the same market. Not me. I think the thin-client competitors have enough specialization not to beat each other up. The only question is whether they can mine this market before the value of the market goes the way of web-browser profit margins.

--Blair
"Microsoft turned 'dumping' on its head."
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