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

To: jeffbas who wrote (10264)	7/22/1999 7:51:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21143

Pay per view is a current bandwidth hog. Several channels that are now used to offer near vod (every hour or two hour start time for 4 to 8 movies) will be rededicated back to the system once VOD comes on line. That will allow for more bandwidth to move toward the cable modem bottleneck issues. Of course, there are other services that will use the other channels and take advantage of the two way system and digital set top box. Regardless, bandwidth in the cable modem deployments will go up. As for movies over the net. It will happen at one point, but the vast majority of homes will not embrace that model. 45 million PC's versus 75 million cabled homes and 10 million more sat TV subs. The current model will be deployed over the next few years. As storage becomes cheaper and the set top box paradigm moves away from the cable company providing the equipment, you will see more storage in the stb. What some people on this thread are missing is that two way video based interactive systems that work in real time due to the high bandwidth available still require a CCUR type architecture. VOD isn't the only interactive video based service that will be delivered from the head end to the stb. Soon enough, CCUR will be cash rich. There are a lot of promising companies entering the field in both internet video and video conferencing. I would suspect that Corky will have his aquisition hat on come year end and spend that $100 million wisely between R&D and aquisitions. CCUR will not remain still in a fast moving world. This has been and still is the right horse to own in this race.

To: jeffbas who wrote (10264)	7/22/1999 8:33:00 PM
From: Nimbus	Read Replies (1) \| Respond to of 21143

JB ... One fact is that the internet video download path might allow you to make one secure copy to a CD-R or CD_RW media so that you can put it in your DVD player on the TV, use it in a STB w/internal DVD (and perhaps in Tivo Boxes), or take it on the road for use with a laptop. That's what people plan to do to create their "favorite's CD" using music downloads this year. People would likely not mind downloading 2-3 movies in an overnight span and have burned media by morning via the PC/cable-modem. I can see people collecting the entire startrek series for instance, in all digital form for personal use anywhere. We could see this emerge to challenge the headend idea, and as you know, the internet reacts to opportunity 10-100x faster than the cable industry, so we will have to watch carefully. Many predict that the cable and phone cos will ultimately just provide us a pipe and we all will get TV, VIDEO, PHONE, Vphone, EMAIL, ..all over the internet. The number of TV channels will initially be huge (1000's ?) as they can be from all over the world, then we'll see consolidation, and perhaps elimination of pure live broadcasting other than for news. There will be a lot to watch ... just keep you eyes open for smart places to make money while it happens. That is why we are here right ? Good Luck