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 : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Arrow Hd. who wrote (2608)	1/2/1998 6:21:00 PM
From: Bargain Hunter	Read Replies (2) \| Respond to of 10309

I agree that NCs will invade the corporate marketplace first. When we try to evaluate the acceptance of NCs in the corporate marketplace vs traditional PCs, we need to remember that there are many different types of corporate usage. Initially we should expect to see NCs used primarily in situations where a company has a lot of "seats" running their own application. Examples might include for point-of-sale operators, bank tellers etc. These applications will be developed by or for the company. For these purposes the inability to run commercial Windows software is unimportant or even desirable. Some of these installations will replace older PCs or terminals; others will be new installations. As a market for Java applications develops, other companies that require a different mix of software, or are not large enough to develop software from scratch, will find NCs cost-effective. It is still too early to tell whether NCs will be accepted to the degree that the industry develops the kind of positive feedback effects necessary to make a serious challenge to the PC. Since NCs do not have local storage, and so depend on higher bandwidth connections, I expect them to be much more significant in the corporate marketplace than the home for several years. By the time that high bandwidth connections are generally available to the home, the Java application market should be more developed. If NCs have caught on sufficiently in the corporate marketplace to drive suitable application development, NCs will catch on in the home market too. In a few years I expect my ISP to store all my data, and be responsible for mirroring and backup. I'll have a home NC, but it won't be materially different from millions of others. Using a smart card, I will log on from any NC anywhere to access "my computer". My files will be protected from others by strong encryption.