Concurrent Computer (CCUR) Message Board

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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 (2650)	2/13/1998 9:03:00 AM
From: Christiaan McDonald	Read Replies (1) of 21143

I think Time Warner is going to be the innovator, not TCI. Don't forget Ted Turner, one of the most successful innovators, works at TW. I think VOD will start with some of the more affluent local cable areas and as its popularity grows so will demand from other areas. I think a slow roll out is a big big plus for CCUR, not a negative. If the demand is for 5 million servers right away then MSFT will come in and deliver them for $25 each so slow demand will keep them disinterested. But CCUR can thrive on the slow demand if they have a highly competitive product. We are now getting started, the next year will be very interesting. Just be patient, its going to be slow but potentially well worth the wait. Ken

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