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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: x-ray04 who wrote (14656)	11/6/2000 11:22:16 PM
From: jeffbas	Read Replies (1) of 21143

You would get about 4 times as many movies, popcorn and coke for that price at home with VOD. An interesting piece in the Technology Investor magazine that came in the mail today "Doomed To Fail", Over-hyped Technologies to Avoid in 2001, included Video-on-demand. "The promise is great: Put Blockbuster out of business. Nothing consumes bandwidth or storage like movies do. Nothing. I saw it work in London in a limited demonstration. It was fabulous. The home customer needed a DSL line of over 2 million bits per second (virtually no one has that in the US, except for some in-house hotel systems) and a server farm to store all the movies. The London demo was great. But the selection was slim." The article also panned Interactive Set-top Boxes: "These boxes were meant to be a combo PC/cable box/Internet access box/email client/instant TV buying mechanism. You see an ad. Press a button and order the advertized product for delivery the next day. Like many combo devices, the box can do many things, but none really well." .... and panned another dozen technologies as well. I was not impressed with the knowledge demonstrated by the comments. My reaction to the VOD comment was that it was a dumb remark as it relates to streaming video delivered over a dedicated cable line - the CCUR product, and ignores the real world applications already in place in Hawaii, Austin, Tampa and San Diego. However, it probably is relevant to the idea of delivering movies over the Internet in the foreseeable future. In a sense I love this, as it means to me that there are still tons of people who really know almost nothing about VOD. That has always been my investment thesis - the stock can go a lot further than it is so long as very few really know about it. It is when it is more widely known and in widespread use that we will have to worry about the stock price, in my opinion.

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