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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 12:13:00 PM
From: DEER HUNTER  Read Replies (3) of 21143
 
Conference call notes part two....February 6, 1998.

- double digit VOD growth expected starting next year and beyond.
- looking at growth in 99 and beyond in VOD.
- CCUR is in transition phase...more and more into software sales.
- 85% gross margins in software.
- only CCUR is left in R/T market place out of the original four companies.
- clearly the growth is in the VOD area.
- 20% year to year growth in VOD achievable.
- the potential is greater than 20 % however.
- being selected by On-Command is very significant to CCUR.
- the lawsuit with the government stems from a 1991 incident...CCUR believes that the suit has no merit and will not affect this years results.
- 48 million shares outstanding fully diluted.
- asia problems is a non-event for CCUR.
- bulk of revenue of VOD will occur in 1999.
- other vendor is Mitsubishi Electric...in with the Omnio deal.
- both CCUR and Mitsibishi will do very good here.
- a quiet period was in effect when the stock was below 2 bucks. CCUR officers and directors not allowed to purchase during any quiet period.
- IN SUMMARY....CCUR right where they want to be.....Financials are very solid.....Corky is still very excited about VOD.

End of conference call...............

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The preceding notes were taken by myself to the best of my ability and reflect the words and tone of Mr. Corky Seigel and Mr. Dan Dunlevy during the conference call. I have not injected any of my own words or opinions. What you see is what was said. Good luck.

Dh


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