Peter,
I must say I admire your intensive research on Seachange and ITV. Obviously, you have strong convictions on the relative abilities of Seachange and Concurrent Computer. And this is a grand time for all VOD companies, especially as the Western Cable show comes upon us.
I sold my Seachange much too soon but I have at least kept up with my Concurrent investment. It is been a very successful investment.
I'm not sure how to read your assessment of who supplies the servers for the Oceanic rollout this month in Hawaii, but I think there is good reason to believe Concurrent, not Seachange, is the winner there. Do you disagree? If so, why?
In that regard, I would like to turn your attention to the following:
"Tactical initiative can rarely be expanded into a major victory, but a strategic one has often brought the whole war to an end at a stroke." and
"In the art of war, the word 'dominate' has a charm all its own."
Carl von Clausewitz, "On War" ca. 1832.
Best regards,
Starowl |
