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Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-14.0%Jul 30 2:38 PM EST
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To: Goodboy who wrote (6728)1/30/1999 3:52:00 PM
From: Don Hand   of 21143
 
Using a little reverse logic it could be a win - win situation for SUNW and ORCL to win a few VOD sites.
If CCUR beats them on price performance and then successfully executes the contracts they win then it would NOT make sense for the cable operators to continue to purchase the SUNW systems. On the other hand if SEAC and SUNW sell higher priced systems in a multiple vendor market then CCUR should be able to sell their systems at a higher price for those later contracts. Both ways will be profitable.

Perhaps it is just coincidence but it seams that the stock hits the days high on most Fridays in January.
SEAC was due to announce earnings last week and has not yet. CCUR is due on Monday the 8th.
Maybe someone thinks the "Phone Call" will come on a Monday.

If the SFA CEO said that the cable companies could turn the services(did not say which services) on in weeks then; What is the lead time needed to build the VOD servers

PS: I would love to see the Sun and Oracle system. I have worked on Sun with the regular Oracle database.
This VOD is probably very expensive without a fail over. I had a Sun processor fail just this week on a
relatively new system and the server crashed (application server not database) This, I got to see.
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