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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: Keoki Koga who wrote (2635)2/12/1998 8:37:00 AM
From: Christiaan McDonald  Read Replies (1) of 21143
 
Scott, one of the reasons I am more positive about cable VOD now
is the cable cos are making money hand over fist (Time Warner's
profits were way up for cable) and they are raising rates again
(TCI increase 5% in morning paper). They've got money to spend
for the first time in several years. There are so many small to
middle size local cable cos I am sure CCUR will have lots of
potential customers even if Tmrent is right about the high end.
I think there are maybe thousands of local cable cos that will be
1,000 streams or less. Also, we've got the world, not just US.
Ken
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