tmrent, I believe you are stirring the pot. I believe you are intentionally posting negative opinions on CCUR. Whether you are being cautious or calculated I can only guess. Here's my short response to your "question":
Corky expects 15 to 20 million in VOD sales in next 12 months, mostly from trials. From a post on Nov 1, after the conference call. This is also what I remember from the top of my head after listening to the conference call.
Simply for the sake of discussion, let's assume we are looking at the higher end or $20Million and for this same discussion, let's assume that CCUR's IVOD revenues grow sequentially as each quarter goes by.
2 million 1st qtr
4 million 2nd qtr
6 million 3rd qtr
8 million 4th qtr
total = 20 million - the high side of guidance by mgmt.
Now we all know that CCUR is at a disadvantage because we are at the mercy of the MSO's and their timetable. We also know that the cable companies have a nasty habit of delaying. We also know that it will most likely be a situation of wait, wait, wait, now we want it yesterday.
No one can tell you tmrent, exactly when CCUR will have 10 million in VOD revenues except possibly those inside the company or an MSO who may have already decided they are going to buy CCUR servers. I will gladly speculate that by the 1st quarter 2000, there will be more then 10 million in IVOD sales. But that's not really the major issue for CCUR investors, at least it's not for me. What I want to see is the size of the markets available to IVOD, the potential % CCUR may get from each of those markets, how the price/performance issues stack up against the competition as the trials move forward and a whole lot of other issues. |
