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Technology Stocks : Concurrent Computer (CCUR)
CCUR 2,2550.0%Jan 2 9:30 AM EST

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To: jeffbas who wrote (2519)2/8/1998 7:14:00 PM
From: Richaaard   of 21143
 
Jeffrey, Paul,
I agree that VOD could be huge, but it makes it difficult when we don't know whether it will be a 50 million per year business or 250 mil. I worry that Time Warner and others will make the real cash and the sub-vendors will beat each other up bidding on these things. It also concerned me that Corky is talking 20% growth per year. Is this the same guy who was optimistic for these recent earnings? Was that another optimistic estimate, or is he understating so he doesn't disappoint next time. I'm staying for now, but some of us have concerns.

Richard
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