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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 (17629)4/26/2002 9:58:14 AM
From: James M. Bash  Read Replies (4) of 21142
 
Excellent points Jeffrey, I agree on all three and noted the "real P/E" one myself, on what should be nicely growing annuity-type earnings. Repeat business should get exponential as the number of cumulative wins increases. And good point about the new and different institutions - that should take care of any remaining overhead supply from anybody who might still want to get out.

I never doubted the company or its management. Only the stock price did.

And note that at the current $7, we're still only trading where we were just a week ago, still deep into the unjust plunge. Certainly perception of the company is much better now than then.

What's also encouraging IMO is to see is SEAC moving up strongly in sympathy. This could signal a clear turn in sentiment on VOD generally, which is better/stronger than for CCUR singularly (because they are symbiotic in some fashion).

Someone on Yahoo pointed out how this ER and CC addressed every single misguided Street theory out there that has driven the stock to these lows. I.e., nCUBE or others will take NY and all future rollouts, pricing will collapse along with margins, cable outfit budget reductions for capex will cause sales declines, etc. Wrong, wrong, and wrong again.

It's kind of amazing to think how a couple years back few observers thought CCUR could move into a (the) leadership position with MSOs from "out of nowhere" (RT business). Now they have.
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