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Technology Stocks : Concurrent Computer (CCUR)
CCUR 2,5000.0%Nov 7 9:30 AM EST

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To: Don Hand who wrote (6808)2/3/1999 8:47:00 AM
From: jeffbas  Read Replies (1) of 21142
 
Re: 6 month lead

My concern with CCUR as a VOD investment has always been that for every quarter that goes by without some publicized, formal commercial rollouts CCUR's lead probably shrinks by a month to someone we either do or do not know about, and the probability of a healthy share of the eventual market decreases from high to less high. I do not like to see remarks by anyone that 2000 is now the year. (If that is actually the case for CCUR as well, the stock will not withstand the next severe market selloff.)

My hope, however, has always been that CCUR could turn the realtime business into a slower growing image of Wind River. In that case the core business would develop some credibility and the stock would be
more protected from a decline, if that came to be the general perception. (In my opinion, the stock price right now is a couple of bucks for RT and a couple of bucks for VOD option - the latter part being highly volatile in value.)
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