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

To: Jim Henke who wrote (3532)	2/27/1998 6:44:00 PM
From: Biomaven	Respond to of 4453

I also don't see why Intel would be interested in NCDI. Surely the last thing Intel wants is to encourage thin clients. Still seems to me that the only logical acquirer of all or part of NCDI would be IBM. Citrix would also make technical sense, but not business sense, as it would antagonize Citrix's other relationships like Wyse. Still nice to see the strength, unless it's only temporary. Peter

To: Jim Henke who wrote (3532)	2/27/1998 7:21:00 PM
From: Mark Orsi	Read Replies (2) \| Respond to of 4453

This seems to be a recurring rumor. Hope the price does not crash tomorrow. - Mark

To: Jim Henke who wrote (3532)	2/27/1998 10:18:00 PM
From: PFRice	Respond to of 4453

Maybe, maybe not. I'm just guessing at a possible explanation. (Ring Ring) Bill: Hello. Andy: Bill, this is Andy. Bill: Oh hi Andy. Uh you're probably calling about that fifty bucks I still owe you for lunch last month? I can explain... Andy: No, that's not why I called. I wanted to talk to you about this whole thin client thing. You know I'm still a little mad at you for going ahead with Hydra. Once all those IT departments figure out that they no longer need a whiz-bang PC on their desktops to run MSOffice... Bill: Well its kind of inevitable. Our customers started wisening up and began demanding it. I feel your pain though Andy. I wish we could still convince people that they need something like a PII-333Mhz to run MSWord. We have good marketing people but they're not that good! Bill: Hahahahahaha. Andy: Hahahahahaha. Bill: You gotta go with the flow Andy. If you can't stop a trend, at least you can try and exert some control over it. Andy: Yeah ok. I guess I've come to that conclusion too. In fact I have some of our people hammering out a lean client reference platform. Boy I'm sure glad we got that StrongArm microprocessor in our portfolio thru the DEC deal. Its perfect for the application. The one thing that needs work right now is that we'd like some more control over how these thin clients are designed and built, you know, kind of like what we've done in PC's with our motherboard business. Unfortunately our development and manufacturing organizations are all tied up right now with all the new product releases: Deschutes, Merced, chipsets, motherboards. Time to market is also a concern with Hydra almost out. Bill: Hey you know there's small company called NCD. They're the ones that are manufacturing NCs for IBM. Why don't you talk to them about some sort of deal. Andy: Oh yeah, I've heard of them. And I think I've seen some of their people at the meetings for the lean client reference platform. I'll look into it. Maybe we could use them to build StrongARM based boxes for any of our customers that are looking to OEM WBTs. Bill: They got this shareholder's rights plan though. But they're a small company. You might be able to get a deal thru with just a Petty Cash form. What's a few hundred million, right Andy? Andy: Hahahahaha Bill: Hahahahaha