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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?


To: Pravin Kamdar who wrote (27328)6/12/1998 5:50:00 PM
From: Craig Freeman  Read Replies (1) | Respond to of 33344
 
Pravin, Citrix may be expensive but WTS is only about $200 a seat. Intel will benefit as it sells gobs of multiprocessor NT servers. But WTS will run on a 386 and requires only 15Kbs throughput, so there's no short-term need to upgrade PCs, move to 100BaseT, etc.

Monitor makers should get fat upgrading aging 14" VGA displays. And the market for "personal" business printers may grow significantly. Terminals makers like Wyse and the GX will fill a niche.

But I would rather be MSFT raking in $200 for a $1 manual than NSM selling $40 GX chips with dubious profit margins.

Craig