SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-22.4%Jul 30 2:38 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Christiaan McDonald who wrote (6737)1/29/1999 3:53:00 PM
From: Goodboy  Read Replies (1) of 21142
 
Ken, another thing that Mr. pays the rent late doesn't get is how Wall Street works. As the guy on the conference call who asked a question states, "how can I tell my clients about this interactivity until it is a running and paid for service", or something like that.

Analysts simply want visability and the information to model their earnings and come up with valuations based on FUTURE sales and revenue. To do this they need to see the size of the market, access how much of that market can, on a percentage basis, be captured and how much revenue and profit margin can be earned.

As CCUR gets selected and interactive services such as VOD get turned on, visability and confidence in CCUR's potential will emerge. It is at that point that the stock will surge and that point will be well before they rack up thier first 10 million in VOD sales! Remember that SFA stock hovered in the low teens until they started to deliver digital head ends and set top boxes. The analysts now have visability of revenue and earnings and can make both estimates and price targets. The stock has been a short term home run (and like a fool I didn't buy it again). CCUR is a winner, Period!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext