John Kish of Wyse says he see's the writing on the wall for thin-client hardware and is shifting into software. Also is expanding the "thin-client" application into cell/mobile/handhelds where it is only logical to do so. With hw sales forecast at less then 600M this year and $850M by 2008, I think he is right on the mark.
"Thin clients follow a fairly standard commoditization curve," he said, referring to ever-declining hardware prices. "One can fairly accurately predict where the margins are going to get fatal."
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