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: Doug Klein who wrote (3629)	3/23/1998 3:01:00 AM
From: Mark Orsi	Read Replies (2) \| Respond to of 4453

Doug, - a few questions ... The article linked by NCDs website: news.com Includes a graphic that says NCD owned 40% of the NC market in 1997. The figure (source Zona) also shows 348,000 NCs shipped in 1997. Later the article states that (source Zona) "overall market for thin clients will grow from 258,100 units in 1997 to more than 650,000 units in 1998." Why are there two different estimates from the same company: Zona (PS - I know you don't work for ZONA, but you may have some insight into the numbers)? Which estimate was correct? What were the actual numbers for NCD? Do you agree with the Zona estimates for NC shipments this year? Is it possible that these estimates are low? What percentage of the market does NCD expect to control this year? Do any large corporations (like FedEx) have pilot programs with NCDs ThinStar and MSFTs WBT Server? Have you had any feedback from users of ThinStar? Inquiring investors want to know:) As always, your responses are greatly appreciated. Thanks - Mark

To: Doug Klein who wrote (3629)	3/25/1998 9:53:00 PM
From: Jim Henke	Read Replies (2) \| Respond to of 4453

Doug, I know that IBM recently licensed ICA from Citrix. I also have read that they did some tricks on their AS/400 to get it to run Windows NT apps. (Although just how a "green screen"-based server does that is beyond me). What I'm trying to figure out is if IBM is preparing to drop it's dependence on WinCenter Pro to deliver MS apps to customers. I know that WinCenter Pro adds features familiar to your traditional Unix (X-Windows) customers. (Our SAs at Motorola have been testing it to make sure it works with NIS+). WinCenter would seem to have a solid customer base with Sun users. Basically, does NCD still perceive strong customer interest in WinCenter? You recently said something about WBTs being the big driving force behind this "fourth wave", and I see no support for X-Windows in ThinSTAR. (BTW: Is STAR an acronym?) Perhaps X-Windows is old enough that it's time for something new. The primer I read on T.120 (http://gw.databeam.com/ccts/t120primer.html) was interesting. What are your thoughts. Jim