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

To: Cary Salsberg who wrote (2273)8/12/2002 2:59:35 PM
From: Jeffrey D  Respond to of 25522
 
Cary: "When you want people to sit in front of something and be as productive as possible for, hopefully, 50 hours a week, that something better not be "dumb"."

Cary, corporations really don't want their people to have access to anything other than work. If they can limit access and save money at the same time then they will do it even if it is "dumb".
Also, the "street" doesn't seem to share your thoughts on thin clients. I checked the stock price on the company mentioned in the article and it has run up from its 52 week low of $1.34 to $14.50 today. if you are right about this sector, this stock certainly looks like one to short.
Jeff



To: Cary Salsberg who wrote (2273)8/14/2002 2:44:34 PM
From: Pink Minion  Read Replies (1) | Respond to of 25522
 
I held stock in Networking Computing Devices (NCDI), a thin client leader, from 1992 to the late '90s.

Please don't compare NCDI with NWRE of today (who I guess bought them out).

I believe they were betting on the X-Window dumb terminal taking off. It was until a guy name Marc wrote a browser.


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