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Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-22.4%Jul 30 2:38 PM EST

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To: jeffbas who wrote (6828)2/3/1999 2:17:00 PM
From: steve olivier  Read Replies (1) of 21142
 
Jeff, I generally share your concerns, although,I don't know that they have a lead to loose. As far as the valuation, who knows. The bottom line is that 1) VOD is going to be big in more ways then we think, 2) I really believe they have the best technology (they have been doing it for years, 3) real time could give us some very pleasant surprises, and 4) I love the way it is trading.

I am always nervous about my positions because I never know if I am looking at it right.
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