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

To: Jim Henke who wrote (4275)	8/24/1999 5:06:00 PM
From: Mark Orsi	Read Replies (1) \| Respond to of 4453

Frome IBM's Website: "A bylined article on thin clients as PC alternatives, penned by Ed Petrozelli, General Manager, IBM Network Computer Division, moved over Knight-Ridder wire in July 19, 1999. The article ran on the Op-Ed page of the Tampa Tribune (circ.: 269,000)." Think All Workers Need PCs? Think Again. www5.pc.ibm.com "I'm not the only one intrigued by thin clients. Zona Research says that thin client sales will grow 350% next year, and the Aberdeen Group says that by 2003, the devices will have grown to nearly 30% of all desktop platforms. " IBM Hoping To Fatten Up On Thin Clients - Investors Business Daily www5.pc.ibm.com Investors Business Daily interview with Edward Petrozelli, general manager of IBM's Network Computer Division about the evolution of network computers (8/5/99). "Petrozelli: What we're seeing right now is the thin-client industry grow, even double, on a regular basis. But those thin clients will augment the number of desktop PCs that are coming up. NCs and PCs aren't in an either-or situation. This is not a one-size-fits-all kind of environment. Insurance companies, for instance, found that thin clients fit very well for about 80% of their agents. But 20% really required the horsepower of full-function PCs. They really needed the complex spreadsheets and an awful lot of the processing. If I'm going to perform transactions, a thin client fits very well. If I require a lot of compute power and interaction at the desktop, I may need a desktop PC. If I travel a lot and I'm a professional, I may need a mobile computer. The beauty of IBM is that we're the Switzerland of clients. We're very neutral on whether it's a thin client or whether it's a desktop or whether it's a mobile. We have the ability to offer all of those. It's given us a chance to mix and match with a lot of our customers and let them optimize the technology. " ..."We're expecting somewhere between 10% and 30% of devices will be thin. "