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Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-22.4%Jul 30 2:38 PM EST

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To: Arthur Tang who wrote (2879)3/16/1998 2:05:00 PM
From: Arthur Tang   of 21143
 
CCUR has to be careful that the market is not defined by The network connection's products; meaning you can only compete on "line by line" products to sell Ivod or vod.

On computers, Microsoft is defining VOD by software availability, in server as well as client software being given away free. Turn key systems are now whole system or none. Partnership by CCUR with several other suppliers never got much market. This just shows that you have to compete line by line on any VOD or Ivod products that sells.
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