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Technology Stocks : Concurrent Computer (CCUR)
CCUR 2,5000.0%Nov 7 9:30 AM EST
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To: zekecisco who wrote (20994)5/19/2008 6:33:23 AM
From: Arthur Tang   of 21142
 
As you can tell, analysts are waiting for good reports? Stock is not moving.

Don had just mentioned TWC roll outs(Staten Island, NY), which will end up with minor earnings change and cash flow. It may take another quarter to have bigger roll outs at both Cox and TWC. Other potential business has yet to be targeted. Hope management keeps up with their business plan, and add code conversion processors and have more partners with transmission equipment suppliers. I/O has to be matched and synchronized? CCUR equipment has to meet standards to get a third(three sources of supplies) of any installation such as Comcast channels.

As I said before, it is going to be one year before all this will work out. Cable people move ever so slow. But the broadcasting industry will change next February(DTV antenna is still an unknown factor for blue screen of death). Cable revenue will go up on triple play. Telco triple play is competitive but installation is slow and expensive. Regular telco charges are not competitive against cable telephony and broadband.

This company has to look at their product lines for broadband, telephony(website that has connection to local phone numbers around the world on-demand for cellphones) as well as cableTV; plus business use of on-demand equipment anywhere on earth(feeds)?

Have fun, more patience encouraging CCUR management for awhile?
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