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Technology Stocks : Seac - Seachange New IPO

SEAC 3.350

-4.3%

Oct 22 10:15 AM EST

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To: Starowl who wrote (346)	12/10/1999 12:20:00 AM
From: PeterBurgess	Read Replies (2) of 431

Starowl, > 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? Oh, I agree that CCUR is most likely providing servers for TWX/Oceanic ITV. I don't think that I ever denied this possibility. TWX will be aggressively rolling out ITV. TWX is quite decentrallized, so decisions to select SEAC or CCUR or ... will be made locally. At the AEA Convention the company said that they have Y2000 VOD committments from 4 announced MSOs (TWX, Telewest, Rogers, and Guandong/China) and 5 unannounced MSOs -- at least two of which are US based. The Western cable show is often a forum for announcing vendor selections. The fun is just beginning!

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