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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: Christiaan McDonald who wrote (2520)2/9/1998 8:12:00 AM
From: G. Thomas Kaiser  Read Replies (1) of 21143
 
Ken, do you have a URL for the S&P rating service (of CCUR)?

After reading some information about ON COMMAND I believe that this contract will be VERY important. Of other interest about the residential market. Corky indicated that the TCI people are not ready at this point. I see this as another opportunity for CCUR at a later time. Prove yourself with TimeWarner and TCI should be a potential customer when it is their turn. I believe that the company has many years of opportunity in the VOD business.

Don't get to excited about CCUR making more money the second half of this year in relation to the first half. The only thing this tells me is to expect 12cents per share for the year. $2.00 valuation for 12cents sounds reasonable. Because the company always seems to be one quarter behind, I will set my sights on the July 1, 1998-June 30, 1999 fiscal year. Without any justification, IMO, I believe that the company will earn more than 25cents per share in the next fiscal year, be flush with cash, have no debt, and have an expanding top line growth with great margins.

I'll keep my shares and wait for the company to either produce, or sell out to a bigger fish.
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