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Technology Stocks : Concurrent Computer (CCUR)

CCUR 2,500

0.0%

Dec 19 9:30 AM EST

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To: jeffbas who wrote (6561)	1/20/1999 10:48:00 AM
From: Larry Kagan	Read Replies (2) of 21143

Thanks Jeffrey. They have an excellent client in @Home, but I really wonder about this: To the extent that the internet and the cable TV networks are converging, which companies are best positioned to benefit? STB manufacturers? Cable modem manufacturers? (Aren't those becoming one and the same?) Networkers? Broadcasters? (Time Warners PE is huge) Systems vendors who can transcend any physical medium (CCUR?)? No way its the phone companies. IMHO, they have to be the big losers here, but the size and speed of this descent is an unknown. -Lk

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