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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 (2588)2/10/1998 7:26:00 PM
From: The Ox  Read Replies (1) of 21143
 
Out of curiosity:
Can the changes that are occurring in Fibre Channel relieve some of the restraints that CCUR has with respect to the number of potential VOD streams their servers can simultaneously broadcast? (Note: Fibre channel can be used not only for storage capacity but also for a server's backbone communications protocol which dramatically increases a systems performance.)

Another issue:
Even if a single cable hub-sight-location had 10,000 customers, how many can be expected to be *DEMANDING* video at the same time? With most cable companies already offering 60 or so channels to choose from, what makes anyone here think that more then 10% of a cable company's customers are going to be paying for VOD at any given moment? With this issue in mind, why wouldn't a cable company do what AOL has done and offer the service to the public, then gear up the infrastructure AFTER the customers demand better access? If demand is high, then cable companies can charge a higher premium fee for the VOD service.

BTW, the fact that CCUR's revenues are down 21% is the ONLY reason this stock is falling. As has been stated here many times, not everyone does their homework and many investors say they are in for the long haul and simply bailout at the first sign of disappointment.

Excellent discussion on this thread the last few days, even if it takes forever to read through the posts. Keep up the good work everyone!

Michael
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