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Technology Stocks : Concurrent Computer (CCUR)
CCUR 2,2550.0%Jan 16 9:30 AM EST

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To: Goodboy who wrote (6947)2/8/1999 7:50:00 PM
From: Christiaan McDonald  Read Replies (2) of 21143
 
Goodboy, I definitely feel that this is just the beginning. In a way
the slow movement by the cables might turn out to be positive because
it gives CCUR and SEAC a chance to solidify themselves in the market.
I can tell you for sure, it's going to cost money to deploy the CCUR
and SEAC servers and once they have proved they will work, the cable
companies are not going to go out and purchase some newcomers unproven
server. Seems to me SEAC and CCUR are slowly getting a lock on the
cable business. This lock may take years for a new company to break.
That's probably the reason Time Warner wants two suppliers, so that
one can't raise prices too much.
Ken
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