Steve, I think the Internet delivery of movies is certainly a long
term threat, but from all I read, it is at least 5 years away. High
tech changes so rapidly, 5 years is forever in this business. We,
I am sure, will have a lot of other things to worry about during the
next five years.
FWIW, I plan to be sold and gone from CCUR within the next 12 months.
Contrary to what some believe, I don't hold a stock forever. I get
bored and ready to move on to something new. For example, how many
times have we had this same discussion? We did it at 1 3/8 (when
you said the stock was going to 1), we did it at 1 3/4 just a few
months ago (when I was feeling pretty stupid for holding), we have
done it numerous times since then. I can only stand so much of this
repitition.
FWIW AGAIN. I think the director James is leaving the board of CCUR
(just my hunch) and he is looking for new challenges, after all he
has had a rough 3 years with CYBG and , although profitable, he has
not had an easy 3 years with CCUR.
Ken |
