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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: James M. Bash who wrote (17624)4/26/2002 9:35:10 AM
From: jeffbas  Read Replies (2) of 21142
 
Great notes James. I have three observations.

I think we now can see why Bryant and Norton sold no stock on the recent plunge. As folks who plan to stay around, they like how things are going.

As noted with the CIBC upgrade, earnings forecasts are now at levels that you can apply a real P/E to and get a real number. This is very important in my opinion, because it will start to attract an entirely new class of institution - those interested in an earnings growth story.

Finally, it seems to me that CCUR is really moving into a leadership position in this industry category. That may help in getting future business, if MSOs develop the attitude that for most situations CCUR should be the first vendor you deal with, with everyone else fighting for the second spot.
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