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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: steve olivier who wrote (2645)	2/13/1998 7:46:00 AM
From: Keoki Koga	Read Replies (1) of 21143

I was a little taken a back by some of the comments made by some of the other CEOs. I guess not everyone shares the same enthusiasm for the next generation of cable offerings that the TCI CEO does. I do understand that that is the way some industries go though. There has to be some innovator that goes out and takes all the chances and makes all the mistakes while everyone stays on the side watching and waiting. With the speed of technology today it doesn't take long for companies to take advantage of what the competition has found out. Fair? Maybe not, but there is some level of premium that goes to the innovator. I'll be watching the success of BskyB with their digital roll out in the spring. That should be test on how far interactive tv is from reality in the U.S.. My case in point is Callaway Golf. No one thought it possible to make an oversized metal driver. The big bertha had revolutionized the way golf is played. So although at first I was dissapointed by some of the comments, I am not swayed. I do have hope for the industry. The other reason that makes me bullish is that the residential portion is not the only play in town. There is growth in the hotel and airline sectors. Anyway, for me, strength minus weakness still is greater than the uncertainties. Assuming a PE of 15 and using the EPS estimates for fiscal '98, CCUR seems to be just about fairly valued at these levels. That along with an improved balance sheet and, in my opinion, capable management, I am comfortable at these levels and with these fundamentals. Side comment: The cable company in my area has begun switching boxes in some areas. The company is owned by Time Warner. The boxes are made by General Instruments. The new boxes coincide with new offerings such as a pay per view(listen?) music channel. I'm not sure what else they offer but there are some more options. As a personal note, I don't care to pay anymore for my cable bill. I pay around $33. for basic cable as it is, and I hardly watch tv. All the new boxes will do is start a black market demand for de-scramblers. Have fun and good luck! Scott

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