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Technology Stocks : Concurrent Computer (CCUR)

CCUR 1,940

-14.0%

Jul 30 2:38 PM EST

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To: ENOTS who wrote (12032)	12/18/1999 12:07:00 PM
From: Don Hand	Read Replies (1) of 21143

Monday and after predictions. I think the last three days were MM's buying scared individual's great 1999 returns. Now it's time for the big boys (and girls) to play. After SEAC splits and their stock declines (MM's now at work over there) next week, I see Sam's prediction of an analyst outing. I predict Merrill Lynch (which was easy after Wall Street Week Friday). TWX has gone to great effort to make sure that the playing field has more than one vendor. After next week there will be enough float on SEAC for Merrill Lynch to pick both along with TWX. Soundview also may appear on SEAC as well. Someone told SEAC's board to split. I sold my small amount of IATV. Looks like dead money until they dillute on there secondary. (PAMC is also dead until the merger although a buying opportunity). SFA needs more capacity. TWX may have just bought the plant. Maybe they should offer to buy Pioneer's STB business. Their service revenue will be huge supporting these technologies for the cable companies. GI's investment in DIVA is strange at this stage. It must be HDTV related; maybe they are no longer with Sarnoff. CCUR should get press from Intertainer and ADSL deals. The most interesting city in play may be NYC with multiple cable companies. CCUR may be there with someone else other than TWX like RCNC. And the big mystery from the show UIC. Unisys. Unisys was the lead contractor(I think) years ago when CCUR was in the weather server business (NEXRAD ?) Now they are back again. We also have not heard much from the RT business. Did all of their legacy system customers get upgraded for Y2K ? In conclusion I WANT MY PVC

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