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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: jeffbas who wrote (10085)7/12/1999 12:08:00 PM
From: Christiaan McDonald  Read Replies (1) of 21143
 
Nice chart Jeff. The problem with comparing SEAC and CCUR, at least
as I see it, is that CCUR's core business, Real Time, is taken by the
market to be a negative. The market can't wait until it is sold.

On the other hand, I don't think that is the case for SEAC's core
business, ad insertion. Seems it has bottomed and is now in an
upturn.

Once the Real Time is sold, then the VOD comparison will be better
but still not a pure comparison as long as SEAC is in the ad insertion business, and they seem to intend to stay there.

Ken
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