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

To: William Wilson who wrote (3189)	10/22/1997 10:14:00 PM
From: PFRice	Respond to of 4453

The NetPC is languishing due to lack of customer interest. There appears to be strong evidence however that customer interest in multiuserNT is very high. Take a look at the blowout quarter that Citrix just reported. Additionally, I believe that Microsoft views Hydra as a key component in their effort to defend Windows dominance on the desktop against Java. If it effectively addresses TCO concerns (and I believe it will), then there is less impetus for customers to consider Java. Also remember that WinFrame 2.0 which Hydra is based on, was very far along before Microsoft made its decision to offer multiuser capability.