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: Christiaan McDonald who wrote (2660)	2/17/1998 10:18:00 AM
From: Nimbus	Read Replies (1) of 21143

Another aspect to consider is the Sarnoff machine is made solely for cable head-end systems. There is no interface even planned to bridge to traditional data networks ....they will make billions selling to cable systems and are not looking to broaden out anytime soon .... they have a very healthy niche where they are focused on dominating. A good plan .... CCUR needs to carve out a solid low-end niche and not be so arrogant about putting VoD "everywhere" like they seem to be advertising. Another mid-range company is "The Network Connection (TNCI)" who has a decent machine and is doing much the same as CCUR .... look them up and get a feel for their focus areas ... primarily distance learning. They are small but very aggressive and competent too ... I'd put some money in them too as all good boats will rise with VoD ... TNCIs will be fastest as VoD is all they do.

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