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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: Larry Kagan who wrote (6564)	1/20/1999 2:20:00 PM
From: Goodboy	Read Replies (3) of 21143

For those that are still strictly focused on the VOD potential of CCUR (or more specificaly VOD for cable), I suggest you check out the CCUR events newsletter as soon as it becomes available online. You will see that what is happening to the real time business is not only exciting, it is profitable. I have a friend who works at Wind River and they, along with many other industry watchers, expect the embedded marketplace to explode in the coming years. I will be the first to admit that either CCUR should split the company because both of their new core businesses (VOD and real time OS software) will need capital funding and have major growth potential. I doubt under the current stucture of the company that both could be properly exploited. Some how seperating these two businesses would unlock value for this company, but also provide a better structure or platform to enchance, invest and market the respective products and technologies. The letter should be on line soon. I just got mine yesterday.

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