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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: Nimbus who wrote (10268)7/23/1999 7:58:00 AM
From: Starowl  Read Replies (2) of 21143
 
As video, both streaming and through file transfer, is already available via the Internet--primarily as clips or short subjects but some live broadcasting, as well--I suppose that market will grow in size and sophistication. Right now it seems plagued by congestion and poor quality and you need good processor speed and robust video capabilities on your computer.

Most of us don't think of our PC as a source for video entertainment, so it seems to me that if the Internet is going to become a new means for watching movies at home, you would need a dedicated computer for that purpose. And that computer would need to be associated with a TV for viewing. When we already get good quality TV via cable, my hunch is that cable TV will be the most important new source for movies at home. And that's where companies like CCUR come into the picture.

Is there also a role for CCUR products in Internet transmission of video content?

When full length movies or old TV series become available over an Internet connection (high speed), I see a market for people who have the means for moving that content to a CD or DVD for later viewing on a TV. For that to become of interest for all but the dedicated and knowledgeable PC owners, you would want software that transfers the encoded files from the download stream directly to your CD or DVD. It will have to be easy for there to be a mass market. But that does seem likely to come. Still, cable VOD has the head start, cable TV is already in the household, it is familiar to all of us, and it is relatively easy to manage. And we already have a monthly cable bill.

I am absolutely no expert in any of this, but my feeling is that video via Internet connections will not have the mass interest or viability as VOD on cable. But there is room for both media.

Starowl

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