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Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-14.0%Jul 30 2:38 PM EST
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To: DEER HUNTER who wrote (2499)2/6/1998 11:52:00 AM
From: DEER HUNTER   of 21143
 
Notes from conference call for future reference.....

CCUR conference call...2/6/98...Mr. Corky Seigel and Mr. Dan Dunlevy present.

- management can not be more pleased at this point in time.
- significant announcements on VOD have occurred.
- 21 million revenue...3 cents earnings.
- gross margins have increased from 47% to 51%.
- more money is being made with software sales.
- no more long term debt.
- real time....Dale Burton has been brought aboard....he has been at Harriss as well as Wind River...lots of experience.
- 0 debt now...6 months ahead of schedule.
- business continues to generate cash.
- On command is the largest supplier in the hospitality arena.
- this is extremely positive for CCUR in the hospitality market.
- renewed interest from TF1 in France...middle of proposal activity.
-ccur has sold systems to Broadband systems inc..
- continued interest in Australia.
- residential will be happening also.
Omnio inc...exclusive marketing agreement....has ties to Time Warner.
- Sept/October 99 for residential to begin kicking in.
- renewed interest in in-flight entertainment.
- still shut out of Boeing.
- Corporate internet side..things are starting to happen here also.
- More money will be made in the second half of this year as compared to the first.
- 99 will see VOD sales kicking in.

********end of part one. Part two to follow shortly.

DH
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