We have a bunch of anxious stockholders here.
The new products announced had to be analyzed for market size, targeted customers, and eventual growth yearly?
We have to do that here.
First CCUR has two major groups of business. Embedded Linux software products, and VOD in cable industry.
Embedded software has a fairly steady business, being technical, has limited number of customers. Currently CCUR is trying to broaden its product lines to have wider applications, or more tools for developers, more partnership with enterprise software businesses. However, Novell is netware(storage solutions for smb), not much desktop Linux business. So, growth in the future is more likely with more partners. Present customers will buy more tools, keep them wizards(reference applications) coming.
VOD is growing, ever so slowly. Mpeg4 is still having technology problems(DVBS2 added). Older VOD technology with more business software will help keep track of cable revenue. Cable customers have to be targeted, because many are still high frequency copper wired. Old VOD products will work well if these MSOs add hardware. New VOD technology is stalled at the cost of fiber optical installation cost(verizon and its $36 billion budget).
Once, more customers increase their VOD commitment, we will have an easier time as stockholders. |
