Concurrent Computer (CCUR) Message Board

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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: jeffbas who wrote (14823)	12/7/2000 4:37:42 PM
From: Don Hand	Read Replies (2) of 21142

Cable companies have a history of poor marketing. Cable companies have a history of poor service. Cable companies have a history of stopping cash outflows. All the signs of a monopoly. I recall in 1991 when SFA's stock tanked for no reason at all. This was before internet chat boards. When the investment community knew that the Cables were cutting back spending. Thats when I lost interest in owning SFA stock. SFA also sold a device for Cable Stereo music. MSO's never marketed the stuff. The content companies eventually got bought up at $1 share. My point with SEAC was that they were not given Preferred status at Comcast. The investment was for ITV (Games) not VOD. As I recall Intertainer also got a cash investment from Comcast. And the only MSO deal they have is a Comcast trial. (They have a DSL deal with Cincy Bell (Boomtown)) By SEAC's chart it appears that they are on the up-swing, but I would call it a disappointment based on all the news they have been posting. And today's action would prevent me from touching it. And how come WINK is selling for such low price with all their deals. And how come only now MOT is getting hit for future sales. They indicated phones. But they are the primary of STB's to AT&T. They should have tanked a long time ago. I have no idea where CCUR stands on their 25 bids. The analysts who were conservative appear to have been correct. And so far they have not changed their rating (although they should raise it at this level) My investment style is long term. And I need to spend a lot less time on the internet. (At least I don't smoke.) I get my Digital STB this weekend. For the next 6 months my rates stay the same. Service includes multiple HBO's and multiple Showtimes. AT&T(Mediaone).

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