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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: Tech Monster who wrote (10275)	7/23/1999 11:52:00 AM
From: Goodboy	Read Replies (1) of 21143

Tech, I agree with you. Sometimes the companies and players that are designing interactive services for the stb forget what it is that the average person wants to do when they sit in front of a TV. They want to turn off their brain, relax and be entertained. They will be willing to search an interactive guide to find programming or sift through the VOD menu to find a selection they want to pay to view, but they all are not ready to start interacting. This is likely one of the greater mistakes happening in the design of many of these services. VOD appeals to the couch potato in all of us. Interactive guides keep us from thumbing through TV guide or endlessly clicking through 100 channels to settle on something we like. Tivo and Replay allow us to easily view programming that was aired at times we were unable to be home or had other programming to watch live. There will be some high profile failures over the next 18 months because companies have designed around a paradigm that they may find doesn't exist or isn't as big as they thought. VOD however is a validated concept. So is the interactive program guide and I can tell you that the digital VCR (Tivo) will be highly accepted as well. The great thing is that there are a handful of smart cookies that are designing similar services to those that are currently being launched such as Wink, Worldgate and ACTV. These players will jump in and thrive where the others have failed or come up short. I am not saying that these companies will fail, only that the market may not be as big or as interactively inclined as they are betting. A bunch of smart engineers raised $5 billion from a bunch of smart companies and investors to send 80 satellites into space for a global satellite telephone system. They found out this year that the demand was not as they had expected. How could they not have seen it? The answer is that if it sounds good, the funding is in place and a few studies (not real world trials) say it will work, it is full steam ahead. I think it is fun and rewarding to pick the winners from the losers.

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