Concurrent Computer (CCUR) Message Board

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Technology Stocks : Concurrent Computer (CCUR)

CCUR 2,500

0.0%

Oct 31 9:30 AM EST

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To: Don Hand who wrote (21097)	9/2/2008 11:16:14 PM
From: The Ox	Read Replies (1) of 21142

Both stocks have decent 1 month charts, with SEAC up about 15% and CCUR up 10%. Maybe their end user markets are not as weak as both stock prices would imply? If I held SEAC, I would be very cautious into earnings...fwiw. SEAC's 1 year chart is much more impressive when compared to the lousy performance of CCUR, +20% vs -50%!!! With 12% of the float shorted, there are a lot of bets against SEAC at the moment, so you may be right with respect to their potential fall after the earnings release. Revenue per share for SEAC is about $6.50 and for CCUR its over $8.50, so SEAC will need to be much more efficient with their net margins to keep their stock price above CCUR's, imo. SEAC has been much better at steadily growing revenues over the past 4 years then CCUR has, so they do deserve a premium for that! There seems to be substantial potential that never gets unlocked at CCUR. Their sloth's progress in attempting to turn a profit is why their stock is down 50% yoy. I doubt the new CEO will be that much different in this area. I would bet his intentions were there when he accepted the job but, so far, I've seen little that has impressed me. CCUR is still bloated in relation to their revenue numbers. This dream that some day their end users will actually spend more money appears to be too enticing for upper management to be more efficient and reduce their overhead. To this observer, its clear that CCUR is still run solely for the benefit of their employees and management. Their investors run a very, very distant third when it comes to the bottom line. The new CEO has to prove this is not the case for me to change my view of CCUR. I know....six more months....

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