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Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-14.0%Jul 30 2:38 PM EST

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To: Goodboy who wrote (7017)2/10/1999 10:14:00 AM
From: jeffbas  Read Replies (1) of 21143
 
Goodboy, I do not have the extremely bullish bias you have, probably because I do not have your expertise in this area. But I know the stock market and psychology.

If my memory serves me right the odds are better than 50/50 that if you are riding on an airplane, the person sitting next to you knows
someone that knows someone you know. The point is that when VOD ends up available in homes somewhere it is going to be talked about everywhere. It will, in my opinion, pick up some of the kind of glamour on the Street that the Internet now has. I think that CCUR is likely to get grossly overpriced irrespective of what eventually happens 3-5 years down the road. CCUR is not grossly overpriced today.

Therefore, if CCUR ultimately has a minor role, I believe the stock goes to $10. If it ultimately has a clearly visible role the stock goes to $20. That view is why, like Ken, I just sit tight with a position that I am comfortable with, and don't trade. I also suspect that this logic is partly what has Whiterock buying so much.
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