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To: Doug D. Eck who wrote (2435)3/16/1999 7:12:00 AM
From: dave galloway  Respond to of 2544
 
BDLS does OEM thin clients----NCR for one;

When you look at who does what----lets look at "what is a thin client", "what is a network computer", "what is a text terminal" and "what is market share". If you look at total revenues no matter what the mix is you will find:

IBM----unknown---but doing well

BDLS---90+million and profitable 90 cents a share---holding it's own as the text market declines.

NCD---about 105 million and a negative earnings.

Wyse---just went public and if I can read the numbers correctly 165 Million and .034 cents per share profit. Number one in thin clients but text terminals still the major revenue (declining) for them..

Others at this point far behind.

In summary: All are increasing thin client sales and I see an increase that is 2-3 times over last year in thin clients. If it catches on like many are indicating we should see much more. I personally see UCSI increasing at 2x or more.

All thin client vendors (that I handle) have "new Marketing Plans". I'm excited about them because I am seeing results.

Doug and all I think we are about to have steak---Kansas City style!!!!

Big "O"