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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 (6566)	1/21/1999 11:00:00 AM
From: Goodboy	Read Replies (1) of 21143

Jeff another point worth making is that the Intertainer model is being created as a competitor to the offerings of @home. It won't simply be a high speed internet portal, but attempt to redifine the space. @home may find that they need to offer similar entertainment options for their subs. That would mean they need servers. Can you think of a company that is emerging as a leader in VOD that already has broken into this space with @home newest (although different model) competitor. We are like Lucent or SFA. We don't really have a stake in who wins in the end. Lucent doesn't much care if MCI does better than Sprint. They win because they supply the swithches and networks to both parties because they are good at it. It is like supplying weapons to countries in battle. You sell to both countries and they both need to buy to keep up with their enemy. The supplier doesn't much care who wins, just that they pay. SFA isn't playing favorites, they will sell their boxes and systems to all of the top 10 MSO's, it just so happens that Time Warner is farthest ahead, thus they are currently (and because they are a top three MSO) their largerst customer.

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