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

To: jeffbas who wrote (9501)	6/14/1999 11:04:00 AM
From: Goodboy	Read Replies (2) \| Respond to of 21143

The relationships will still exist and the VOD applications are likely more profitable than RT. I think what you are missing here is that the RT hardware business is slowly being obsoleted by more and more powerful processors. The software side of the business holds the most future promise. The software business needs a lot of R&D to bring it into other competitive spaces including the embedded market and the server OS market. Currently the software is ported only to the PowerPC not Intel or any other chip/board. Doing so could expand the benefits, competitive position and distribution possiblities of the software. That is a fairly large R&D effort. The buyers of CCUR/RT also likely see a chance to sell their systems to the CCUR installed base that gets older each year. In the meantime, they would extract the servicing revs and position themselves for the upgrade or replacement. Over the past few years, CCUR has watched their service revs go down as many of their customers mothballed their old CCUR systems in favor of other server manufacturers offerings. I maintain that if CCUR sells RT, it will be a deal that is creative in how it benefits CCUR on a RT software basis, yet would leave the door open to continued opportunties to sell through the VOD products (sort of a joint venture). Corky has lead this company to the promised land. I am confident he will execute the end game to maximize shareholder value, whether you percieve it that way or not. I can tell you that many Harris Computer shareholders didn't approve of the CCUR deal and forced the merger of Harris and CCUR and the spin off of Cyberguard. With hindsight, we know Corky made the right call and the shareholders whom pushed to not aquire CCUR are a lot poorer for going against Corky's judgement. I am confident.