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Technology Stocks : Concurrent Computer (CCUR) -- Ignore unavailable to you. Want to Upgrade?


To: Christiaan McDonald who wrote (9354)6/10/1999 10:09:00 AM
From: ENOTS  Respond to of 21143
 
I LIKE IT!, I LIKE IT!!!!! I REALLY LIKE IT!!!!!



To: Christiaan McDonald who wrote (9354)6/10/1999 10:12:00 AM
From: The Ox  Read Replies (1) | Respond to of 21143
 
ken,
if people are buying and selling based solely on the information posted on this thread, then they have no one to blame but themselves for losing out on an opportunity. I don't believe it's morally wrong to question what's going on or to voice a different opinion.

Do you believe that there are that many fools out there who would buy or sell based solely on our calls on this thread?

We are still kicking around the same concepts for the last 8 months or so. Not much has changed, at least it hasn't changed enough for CCUR's management to give public guidance on to what's happening "behind the scenes". They still seem to be in the silent mode. I suggest you look at the last guidance given toward VOD revenues for this fiscal year.

Personally, I would have expected more news from the company by now.

I'm still confident that CCUR will be one of "the" players in the cable VOD rollout but the wait has been a bit boring, except for the stock's price!

JMO,
Michael



To: Christiaan McDonald who wrote (9354)6/10/1999 10:47:00 AM
From: Nimbus  Read Replies (3) | Respond to of 21143
 
There was no garbage.

Do you deny that DIVA and nCUBE are speaking at Cable99 ?
Do you really think CCUR is first to market with residential VOD ??
Do you really think CCUR has delivered more servers products than all others ?
Do you really think their products have exceptional reliability ?

Perhaps you can provide some backup for your statements as you require all others to do.

The facts are almost the complete opposite of your view.
1. DIVA and nCUBE are the featured speakers at the Cable99 VOD session.
2. nCUBE has several residential servers installed (in Europe) and has been through trials in the USA in several sites. DIVA is approaching 12 revenue sites. SEAC has VOD is hotels at a minimum. SUN and SGI have been in trials too and still have active programs.
3. CCUR has never offered a serious server product (100s sold) until the MediaHawk. Prove me wrong.
4. Reliability is still an open question. The other offerings have substantial and obvious approaches to fault tolerance (Hot online power supplies, redundant bussing, 8+1 RAID, Clustered ECC, ect). The Mediahawk is vulnerable here. Another worry is PROVEN FIELD VOD "up-time" .... other's have ACTUAL numbers ...CCUR's is a prediction at this point. 24/7 operation is the Holy Grail of VOD. It took DIVA a while to get there, and SEACs movie server is close. SEAC recently had another product sale (NT based) strictly because of their product's proven reliability. Just because your NT workstation has problems does not NT is unreliable. SEAC has disected NT, with Microsoft's help, and does have a SOLID implementation that they are maintaining, and SEAC's "fixes" are improving Microsofts NT offering as well. How do you think CCUR created a reliable RT UNIX ? ...ANSWER: the same way.

Now go take on the day ....