Concurrent Computer (CCUR) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Concurrent Computer (CCUR)

CCUR 2,255

0.0%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cymeed who wrote (17529)	4/21/2002 12:21:31 AM
From: jeffbas	Read Replies (1) of 21143

I think that CCUR has neither "a very poor balance sheet, [or] their products hold a very slim margin". However, what is more relevant to the stock price than anything else by far is whether the market is hot or cold on the future of VOD. If one year not too far away most TV and movie viewing will be available on an "on demand" basis, that will take an amount of servers such that this stock could be $20 again, or even $50, and with a lower market share than at present. If that will never come close to happening, you should not buy the stock. Note my preceding post that in effect said that the cable companies have to do "on demand" if they want to get more revenue out of their subscriber base (i.e., grow). On Demand features are also considered critical in cutting churn, a related growth issue. Those are pretty strong incentives. Although it has certainly been underplayed by the company, I think it is also an open question as to whether or not the Real Time business is able to show future growth in this era of increased defense spending.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next