Concurrent Computer (CCUR) Message Board

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Technology Stocks : Concurrent Computer (CCUR)

CCUR 2,255

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Feb 6 9:30 AM EST

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To: Christiaan McDonald who wrote (5861)	12/3/1998 6:09:00 PM
From: jeffbas	Read Replies (1) of 21143

Interesting article. Two things I picked up on were: "And do you really want to string a line from your PC to your set-top, which are usually in different rooms? Probably not." That is nonsense. I have cable modem service now and have a cable line running from my PC to my basement where a signal splitter was put in to join with the line going to my TV in another room. What's the big deal if the line goes from my computer to the box on my TV instead of my basement? "The bottom line: Service with all the bells and whistles could be very patchy for a few years yet." That has been my key issue all along. If this is the case, then I see no reason why someone like a SUNW won't decide next year to throw $100 million R&D to develop a server and software to capture the lion's share of the market, despite CCUR's current lead -- or buy CCUR. I do not think that whether there will be a large VOD market one day is much in doubt any longer. I am still concerned about CCUR's role possibly being limited to the point man who proves the concept -- for someone else's benefit.

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