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

To: Goodboy who wrote (9499)	6/14/1999 10:37:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 21143

Goodboy, I will try to be more explicit in my view, hoping we have some company readers here as well. When RT was viewed as a very mature, military-oriented business, selling it so the VOD business would stand alone and be able to capture a premium market valuation (and not be lost in the RT) made a lot of sense. It was the age old story that on Wall Street the small "hot" business could never get the visibility it deserved when buried in with some less attractive businesses. In my opinion, the model appears to have changed. The core RT business seems to be spinning out a lot of different VOD applications, whether it be Boeing or endoscopy applications or whatever. That makes RT a good deal more interesting. Therefore, I would say that the Wall Street model that might be appropriate now is to IPO the VOD business that is moving to Atlanta, and continue to operate the RT business. (However, I don't know whether Boeing VOD or endoscopy is Atlanta or not. Do you?)