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

To: Len White who wrote (3649)	4/6/1998 3:37:00 PM
From: Craig McNeill	Respond to of 4453

I think that all permutations of the desktop have impact on NCs/WBTs which continue to drive down the cost of pcs. As the relative cost advantage of thin erodes, it makes it a more competitive with pcs. But thin still has a life cycle cost advantage in less software, maintenance, service & security...That's the selling point IMHO. Also, Intel will be announcing within several weeks its computer on a chip. And Intel just happens to have an investment in NCDI...and NCDI is working with Microsoft on WBTs.....So who would you rather be aligned with ? National Semiconductor or Wintel ? good investing. cm