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: jeffbas who wrote (9637)	6/16/1999 3:02:00 PM
From: Christiaan McDonald	Read Replies (1) of 21142

Jeff, the really impressive thing about the Boeing and medical sales was the ability of CCUR to go in and make the Media Hawk fit their requirements. In other words, these are custom sales with much higher margins than, for example, the bulk sales to the cable industry. That is why I am so excited about these sales, MUCH HIGHER MARGINS WITH MUCH LESS COMPETITION. That spells profits. I don't mean to put the cable sales down, but lets face it, that is going to be highly competitive with much lower margins. The market is not giving these sales very much respect right now because it was expecting the Time Warner rollout. But I can tell you (YOU HEARD IT HERE FIRST), these latest two sales will prove to be just as important, and maybe more so, than a Time Warner rollout. I doubt that anyone else in the country has CCUR's experience at customizing servers, an example of that was the ease and speed of the Marcus test. That is going to separate them from the competition. Ken

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