Concurrent Computer (CCUR) Message Board

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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 (10264)	7/22/1999 7:51:00 PM
From: Goodboy	Read Replies (1) of 21143

Pay per view is a current bandwidth hog. Several channels that are now used to offer near vod (every hour or two hour start time for 4 to 8 movies) will be rededicated back to the system once VOD comes on line. That will allow for more bandwidth to move toward the cable modem bottleneck issues. Of course, there are other services that will use the other channels and take advantage of the two way system and digital set top box. Regardless, bandwidth in the cable modem deployments will go up. As for movies over the net. It will happen at one point, but the vast majority of homes will not embrace that model. 45 million PC's versus 75 million cabled homes and 10 million more sat TV subs. The current model will be deployed over the next few years. As storage becomes cheaper and the set top box paradigm moves away from the cable company providing the equipment, you will see more storage in the stb. What some people on this thread are missing is that two way video based interactive systems that work in real time due to the high bandwidth available still require a CCUR type architecture. VOD isn't the only interactive video based service that will be delivered from the head end to the stb. Soon enough, CCUR will be cash rich. There are a lot of promising companies entering the field in both internet video and video conferencing. I would suspect that Corky will have his aquisition hat on come year end and spend that $100 million wisely between R&D and aquisitions. CCUR will not remain still in a fast moving world. This has been and still is the right horse to own in this race.

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