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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 (5249)10/2/1998 2:04:00 PM
From: Goodboy  Read Replies (1) of 21143
 
Some key points from SFA conference call:

Weakness in revs primarily based on satellite business and foreign shipments. Gross margin also contracted in that market segment

As of the end of this quarter, they have shipped and have installed or are currently completing installation of over 40 digital networks covering 15 million cable subs.

Delay in shipping set tops for two reasons. One is that the MSO's are stepping up deployment beyond SFA's expectations. The deployment will be broader and faster than SFA had predicted. The second is that they have been upgrading and changing software at the head end level to allow for a broader deployment of services than SFA had orginally expected. This includes e-mail, internet browsers and VOD.

SFA said that they had gone out to their MSO clients and have demonstrated operating IVOD (not in the lab) at the head end in the field and that it was succesful. No mention of CCUR or SEAC (unless I missed it). We know it was one of them or both.

They are very optimistic on deployment and the MSO's are ordering more digital networks for their markets than had been anticipated as well as more service capability out of the gate (SFA thought they would layer on services slowly over the course of 99 and 2000).

Over 300,000 set tops will be out the door by year end. They found it very encouraging that the MSO's are being so agressive in deployment both geographicly and in service scope. They mentioned that the issues have not been related to the set top box, but to head end configuration for more services.

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