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Technology Stocks : NCDI - Network Computing Devices -- Ignore unavailable to you. Want to Upgrade?


To: Mark Orsi who wrote (4230)7/17/1999 11:06:00 PM
From: Jim Henke  Read Replies (1) | Respond to of 4453
 
Okay, Mark, okay. You win. ;-)
That article from ZDNet has an interesting statement.

and annual thin-client shipments now topping 1 million units

After all we've been through, it's hard to get excited because I just don't believe it. It's a shame they didn't name their source. For this year, we only have Q1 numbers and they don't support "1 million units". We're just a few days away from Q2 numbers...and NCD urges people to watch their stock. After all my chiding, they still haven't taken that down...so I remain cautiously optimistic.

Oh, and anyone have any opinions of NCD joining ASP Industry Consortium? (ASPIC..."ass pick"?) I doesn't seem to mean much of anything. So you pay a fee and become a member. Your company gets listed (hopefully) with other members in press releases. What does it lead to? I occasionally visit ASP News Review aspnews.com and haven't seen any mention of thin clients. Obviously, there are more benefits than I can see. I mean, what the hell do I know? Interestingly, NCD has a "NCD ASP Line of Business Manager", (read the press release), so it's more than just a "certificate on the wall" if you will.

Jim



To: Mark Orsi who wrote (4230)7/18/1999 8:35:00 PM
From: Lincoln Landis  Respond to of 4453
 
Reality sure can knock the wind out of my NCD sails. However...we'll have to see what the quarter's results were before being overjoyed or depressed...

Those articles sure are sobering, though...

I'd sure hate to see an Asian company run that market, though...I am a little biased towards the U.S.