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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: Sam who wrote (9500)6/14/1999 12:28:00 PM
From: Larry Kagan  Read Replies (1) of 21142
 
Oh yeah, CCUR/SFA/IATV are forging ahead, albeit unevenly.
I'm not a fan of SEAC but they seem to get alot done (recent annoucements with GIC).
I also can't understand what is keeping GIC down.
If you own SFA, you ought to have some GIC too, at least as a hedge, IMHO. (There are plenty of people that think the opposite as well.)
BTW, my $.02 says that the recent CCUR deals are great, but shareholders need a better understanding of the size of the various markets, especially as compared to the MSO market.
-Lk
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