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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: Arthur Tang who wrote (20777)	9/23/2007 10:07:37 AM
From: Don Hand	Read Replies (1) of 21142

Shoot no. I wasn't even talking about TV > Broadband > mobile The Cable Guys are not smart enough to figure that stuff out. I mentioned Google only in that it's new money. Kind of like when the Cable Guys screwed Microsoft out of billions of dollars when they took Bill's money with the promise that MSFT would be on every settop. Snicker snicker. Lets keep it simple. (One) TV Broadcast advertising and SubScription VOD (SVOD). Free use of VOD supported by Ad's. (Two) Telescoping or Targeted Advertising. Showing Sport Car ads to the unmarried and Mini Vans for the families. All those companies mentioned in the article have been working on that. Those are all second tier public vendors and still private companies. Top Teir vendors are CSCO and MSFT. Second tier Seachange and C-Cor are working on Ad-Insert. OpenTV on targeted ads. And CCUR's Everstream is measurement. They have all invested millions on this technology. And as I read it. Canoe is all about the Cable Guy's shafting them. Hanging them out to dry, rotting on the vine. They want Cablelabs to figure what's out there and come up with standards. Which means the individual companies are put on hold; then they will be told to fix something. That could mean a year or two. The Cable Guy's say 2008 major trials will take place. Sure! That's a carrot but no promise of revenue. What it means, is that there will be enough information available for the Top Tier companies to pick from, in the next round of second tier auctions. But this time. The Second Tier including CCUR, have cash, and they have sales to Telco and DBS.

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