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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 9:07:00 PM
From: steve olivier  Read Replies (4) of 21143
 
Yes they are interesting comments. A few points: 1) the infrastructure is not there and it will take years and cost billions to put it in - who is going to pay for it?; 2)DSL will be a major factor (I wouldn't bet against MSFT,INTC & CPQ); 3)MSFT may be only hedging their bets with their cable investment, and 4)I didn't see the word VOD mentioned once, but I did see that 40% of people don't want a set-top box on their TV.

VOD for cable will be very, very, slow to develop.
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