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

To: Christiaan McDonald who wrote (9493)	6/14/1999 9:06:00 AM
From: Sam	Respond to of 21143

CCUR's demand target looks like $8 5/8 this week.

To: Christiaan McDonald who wrote (9493)	6/14/1999 9:26:00 AM
From: Goodboy	Respond to of 21143

CCUR is in the game in the medical market, simulation market, educational market and cable market. Up next: Distance learning, corporate video intranet systems, In-flight Entertainment systems, Telco VDSL deployments. While the others wait, CCUR is coming out swinging. For those that don't know, these additions to the top line revs (assuming RT is still here) will have a major impact on earnings as the margins are likely better than the core RT hardware sales. That may be a moot point, but critical mass is building and if Corky and company have identified takeover canidates or promising technologies related to VOD or interactive services, they would be in quite a sweet position with a currency above $7 and a boat load of cash if they sold RT (around $100 mil). Maybe they can even use some of that money to fund TM's server project? (I can't resist the temptation).

To: Christiaan McDonald who wrote (9493)	6/14/1999 9:31:00 AM
From: jeffbas	Read Replies (2) \| Respond to of 21143

I agree. I love this endoscopy sale. Look at it this way. This is a potentially large infant market, compared to the basically mature military applications business. Between educational, intranet, hotel and medical uses I think it is conceivable that these VOD applications of RT technology could double the size of the company over 5 years, not counting the home VOD potential. In other words, a growth stock with the home VOD extra. This announcement, however, makes me wonder even more about the wisdom of selling the RT business. That is the key parent that is spinning off all these new applications.