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To: Just4fun2 who wrote (3963)11/13/1998 9:45:00 AM
From: Lincoln Landis
   of 4453
 
Good to see you're still "sleeping" on this thread, Mr. Smith.

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To: Lincoln Landis who wrote (3964)11/13/1998 12:08:00 PM
From: Joel
   of 4453
 
Movement makes me believe that a buyout is in progress.

Go NCDI, Joel

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To: Joel who wrote (3965)11/13/1998 12:36:00 PM
From: Blair P. Houghton
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I think it would have kept going up if there was a buyout looming.

Like, into the mid-teens at least.

The only people who would buy NCD would be IBM, and they have apparently negotiated a sweet deal that keeps NCD's margins on Netstations low enough to keep them from making a lot of money from them. Why marry the hooker when it's cheaper not to, and all that.

Then again, it's nutso-week on the market. What are the options prices doing? If they're jumping up, maybe something big is afoot.

--Blair

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To: Blair P. Houghton who wrote (3966)11/13/1998 3:32:00 PM
From: Getrich Won
   of 4453
 
Someone is buying a lot of 7.50 Nov call option at 9/16 (18 contracts total)

Usually, there's hardly any activity in this option. But today, there are some activities. Someone is buying March 99 call at 10. Maybe this is in anticipation that they'll receive good respond at Comdex.

"NCD will demonstrate its new NCD ThinSTAR 300 and NCD ThinSTAR software at COMDEX/Fall in the Las Vegas Convention Center, Booth L5532, Nov. 16-20. NCD will also have products in the Microsoft Partners Pavilion C27, and ELO Booth L4840. "

But one thing I don't understand. Why someone will buy a $5 call option at 4 1/8 if the stock is at 8. Option will expire..... Please help me understand. Thanks!!

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To: Getrich Won who wrote (3967)11/14/1998 12:03:00 PM
From: Just4fun2
   of 4453
 
Maybe someone is selling the call options...

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To: Just4fun2 who wrote (3968)11/15/1998 4:59:00 PM
From: Mark Orsi
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Message 6417972
Unconfirmed report:

IBD reports market share of thin clients (Nov 12th)

33.0% - IBM
24.5% - Wyse
10.6% - Tektronix
10.4% - NCD
6.2% - Boundless
5.8% - Hewlett-Packard
9.5% - Other

Remember that NCD is the OEM for IBM's Network Station. I think NCD was about 40% last year with IBM's sales. I am guessing these percentages will change when companies start buying in volume, but this is certainly an excellent starting point.

- Mark

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To: Joel who wrote (3965)11/16/1998 11:09:00 AM
From: Michael Moy
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Joel,

Well -- you are sort of right :).

NCD to Acquire Thin Client Business Unit of Tektronix...

biz.yahoo.com

mike

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To: Michael Moy who wrote (3970)11/16/1998 11:23:00 AM
From: Mark Orsi
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That gives NCD over 50% of market!


Another note:

"Over 650,000 NCD thin clients are installed with over 2 billion hours of operation."

Up from 600,000 earlier this year. (I was hoping the next increment would be 100-200k :)

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To: Mark Orsi who wrote (3971)11/16/1998 12:53:00 PM
From: Blair P. Houghton
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>That gives NCD over 50% of market!

>"Over 650,000 NCD thin clients are installed with over 2 billion hours of operation."

So their 40% of the market was 650k boxes, and now their 50% will be roughly 800k boxes. Compared with 250,000,000 non-thin boxes.

Not to pee on anyone's Easter Bonnet, but them's tough facts to ignore.

The *good* thing about the Tek deal is it will give NCD's marketing honchos more latitude to preen and bark about NCD products without seeming to step on IBM's toes. But, despite the sweet volume-production deal, I'd just as soon NCD had never put so many of its eggs in Big Blue's low-margin basket. Or rather, I've got a lot of expired call options that wished it hadn't happened that way.

--Blair

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To: Blair P. Houghton who wrote (3972)11/16/1998 3:44:00 PM
From: Mark Orsi
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Blair,

The 650,000 boxes were installed over the LIFE of NCD. In June, they went from claiming 500,000 boxes to 600,000 boxes installed. But this is a fast growing market. I expect great things in the near term.

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