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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: Starowl who wrote (11875)12/11/1999 5:14:00 PM
From: jeffbas  Read Replies (2) of 21142
 
Starowl, I could make a case that CCUR is very well positioned across from Erotic Network, as that is expected to be a significant source of VOD revenue. Perhaps CCUR could show some product, which I bet would be a heck of a lot better quality image than that awful Victoria's Secret lingerie show on the Internet in the Spring <ggg>.

As far as your specific comments go:
- I think it is difficult for a non-technology person to ever know what he needs to know about the technology of a company. I think you always have to rely on others. For example, with respect to one of my holdings, I have struck up an Internet friendship with someone with 30 years experience in the industry, and knows the company well. We both talk to mgmt. I bring financial expertise to the relationship. That works well.
- As far as not having much sympathy for someone selling at 5-7, I
originally bought this stock at 1 1/16, as did Astoria Capital and
I believe Ken. A lot of smart people were taking some money off the table at 7+, with a different perspective of the price than yours.
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