Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (2248)	8/11/2002 3:09:28 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 25522

If the thin client business is so promising, why did IBM and the other companies get out? This is the last hurrah of the mainframe, dumb terminal architecture. That article implies the thin client architecture reverts back to the big mainframe and terminal configuration. I don't believe thats the case- the thin client architecture is actually a 3-tier, with the mainframe crunching the big numbers for the centralized database, then the middle tier for content, personalization, some analytics and collaboration- then the thin client. The fact that the client is now thin means more clients can be supported than before... mobile devices and the like for warehouses, etc. This is just a gut feel but everytime we move to a new computing architecture, ex the original mainframe model to client/server, and now client/server to n-tier- we use more processors and chips, maybe its due to overhead... also the middle tier is a lot of java. The piece was from Barrons, correct? Since they like Orcl and SAP in their tech picklist, thats something of an endorsement for the new architecture since moving off c/s to the internet architectures is the new push for orcl (apps) and SAP. Lizzie

To: Cary Salsberg who wrote (2248)	8/11/2002 5:10:17 PM
From: Jeffrey D	Read Replies (2) \| Respond to of 25522

"This is the last hurrah of the mainframe, dumb terminal architecture." Cary, maybe so. All I want is to see IT departments buying equipment with chips in them. Chips made on machines made by AMAT. Here is what IDC Research said a year ago about the thin client market. Jeff << Opportunity for Thin Clients Is Growing Fat - IDC Forecasts 8.7 Million Worldwide Shipments by 2005 09 Jun 2001 Communicating Products’ Benefits Will Be Key to Success more FRAMINGHAM, Mass., June 9, 2001 – Vendors of enterprise thin clients could use the weakening U.S. economy to strengthen their position. According to IDC, the current economic environment gives these vendors the opportunity to hammer home key benefits of their products: They offer a low total cost of ownership (TCO) and provide a high return on investment (ROI). “The economic downturn is causing many large corporations to slash their IT budgets. Many IT managers have much less money to spend and are reevaluating their options and considering thin clients,” said Bob O’Donnell, director of IDC’s Device Technology research. “The TCO benefits of thin clients resonate more soundly in the current economic conditions.” Worldwide shipments of enterprise thin clients are currently on the verge of breaking the 1 million barrier. According to IDC, they reached 900,000 in 2000, and before this year is over they will surpass 1.3 million. IDC believes if the industry does a good job educating the market, shipments will earn an increase just short of 10 times their 2000 volume, bringing them to 8.7 million in 2005. >>