Concurrent Computer (CCUR) Message Board

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Technology Stocks : Concurrent Computer (CCUR)

CCUR 2,255

0.0%

Jan 2 9:30 AM EST

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To: steve olivier who wrote (2488)	2/6/1998 10:11:00 AM
From: James M. Bash	Read Replies (1) of 21143

Fundamentally Steve, I'm not sure what you are seeing - I see the VOD news as fantastic. OnCommand - these are the guys who do SpectraVision, which is all over the place. They are big - the largest supplier of VOD to the hospitality market; one million rooms, and look at the customer list! And they're buying CCUR systems. PLUS an exclusive deal with the Time Warner spinoff, and continued progress with Scientific-Atlanta. People were perhaps whispering for a penny or two more on the earnings side, but both the revenue decrease and margin increase were expected and forecasted by management months ago. Short-term, the stock may trade down on profit-taking. But long-term, the OnCommand relationship sounds fantastic. The future is bright, and VOD is a reality. You may get credit on the technical call, but don't get too smug on the rest of it...

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