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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: Nimbus who wrote (9169)6/7/1999 9:03:00 AM
From: jeffbas  Read Replies (2) of 21142
 
On CCUR earnings projection: Until MSO rollout of VOD the company will continue spending most of RT earnings on $1 million a month or more VOD R&D, plus the current quarter will have the $1 million charge for Atlanta move -- giving minor earnings/losses at this time. When MSO VOD rollout becomes known something more can be projected.

Right now VOD is acquiring recognition as a technology that is about here and CCUR is acquiring recognition as an important player in that technology. In the short run, that has absolutely nothing to do with earnings. In fact, for the Internet, that has applied for the long run as well -- some of them acquiring billion dollar market caps and unlikely to ever make money.
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