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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: jeffbas who wrote (13606)5/4/2000 11:57:00 AM
From: James M. Bash  Read Replies (1) of 21143
 
We weren't going to get them all - we've always known that, and I certainly didn't have that expectation. IMO this is good for VOD generally, as it accelerates the roll-out and further highlights the industry/technology. Also you can't buy Diva stock; if you want to participate in the growth publically, you've got two choices - and personally I like our position.

Lastly, if MSOs behave generally like TWX has, they will give multiple VOD providers "shots" at different segments of their markets, to foster competition and reliability, etc.
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