Concurrent Computer (CCUR) Message Board

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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: port_mgr who wrote (9614)	6/16/1999 5:55:00 AM
From: Christiaan McDonald	of 21142

My guess is that CCUR has at least a year's head start and the reason is RELIABILITY. Let's just assume that Diva's new server is competitive with CCUR (I have my doubts, a lot of hype is my guess). But it will take at least a year and probably longer to prove the reliability of it and I don't think MSO's will take a chance on it until it is proved reliable. CCUR has had years to prove the reliability of the MediaHawk. CCUR may actually be two or three years ahead of the pack. From all I know right now, CCUR IS CLEARLY NO. 1 IN VOD SERVERS. Pretty soon (my guess is $5 million in VOD sales this quarter, if all gets shipped this quarter) Ncube and SEAC's big bragging about being the "leaders" in VOD will be pretty hollow. Ken

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