Concurrent Computer (CCUR) Message Board

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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: bowling who wrote (20889)	1/26/2008 5:58:05 PM
From: Don Hand	Read Replies (1) of 21142

I would be guessing. The patents and Canoe are related. Simply by numbers, Everstream already is in most of the set tops so it's easy for them to be selected. However that's also a problem, the sales are already done, what more revenue is to be gotten. I don't believe they are in Comcast, so that is the big opportunity. If CCUR management can see them getting into Comcast in mass, then they may make more over the long term. If it's a risk, then they should sell the patents to get more from what they already have installed. I don't know which Fortune 500 company is the player. It could be Google, IBM, CSCO, MOT or even Comcast. Since CSCO seems to be losing their bids for VOD, they could use #2. (CCUR beat them in Brighthouse and Cox Arizona). And it would be still a good fit to move into the Scientific Atlanta campus just a few miles from CCUR's HQ. (Scientific Atlanta is a CSCO company now) CSCO can also use the Linux tool set, especially since CCUR wants to get into embedded. CCUR has to announce some big wins to get them above $1. They can't depend on just the overall market. Selling VOD into China via Alcatel was interesting.

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