Concurrent Computer (CCUR) Message Board

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Technology Stocks : Concurrent Computer (CCUR)

CCUR 2,500

0.0%

Nov 21 9:30 AM EST

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To: Christiaan McDonald who wrote (17778)	5/8/2002 11:15:18 PM
From: Granby	Read Replies (1) of 21142

I have not heard from tmrent in a year or so. He has been focused on some DOD projects and since 9/11 I expect is quite busy. His posting on this forum started when he owned CCUR stock and continued a year beyond when he sold out. I was never into stocks (other then my DIVA options) but was interested in CCUR's development as a VOD player and trying to track the BD side of the world which this forum seems to do a good job of. I recall your point of view about cablecos not wanting to share revenue. The big win for them was the market developed slowly enough that they were never compelled to take a major revenue sharing deal. I had always thought that they wouldn't want to mess with the VOD details either - and would seek a sharing model where the VOD venders revenue capitates (like in some medical markets). In other words, DIVA gets a share of the first dollar taken - but less of the second even less of the third and so on. The bottom line killer for DIVA now appears to be their dept - funny when I recall how they bragged about the bond deal as not involving a big equity play. Their execs were always very flip about the finances - turning down some very big deals early on. The whole structure of their financing plan was based on the assumption of a >> $5,000 NASDAC. As for DIVA's pending transition - I have no clue what to expect in this kind of deal. I saw that OpenTV sold for $180 million (about $5/share) and ACTV for between $1-2 per share. I still have my replica DIVA truck (a copy of the one they took to all the trade shows), my "OnSet" Directors chair, a spiffy hat, a brass plaque copy of one of my DIVA patents, and a few T-shirts. DIVA always had good toys...

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