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Technology Stocks : Seac - Seachange New IPO -- Ignore unavailable to you. Want to Upgrade?

To: PeterBurgess who wrote (343)	12/9/1999 4:24:00 PM
From: Milt Best	Respond to of 431

Peter, It's obvious you are pro-SEAC. Of the MSO's SEAC has signed, where do they rank? TOP 10 ?? You really need to open your mind to CCUR. When CCUR starts signing some of the TOP TEN MSO's, you will see the light. SEAC's statement of "aggressively" pricing their VOD server is a clue that there are technically equal or better VOD servers in the marketplace. You are living in the past when you keep referring to CCUR's declining real time revenue. The real time revenue is what paid for the VOD R&D. How do you figure 2 - 10x as much business? I'm just curious. Again, both will be winners, but I think CCUR's stock is the best value today. Milt

To: PeterBurgess who wrote (343)	12/9/1999 7:36:00 PM
From: Starowl	Read Replies (1) \| Respond to of 431

Peter, I must say I admire your intensive research on Seachange and ITV. Obviously, you have strong convictions on the relative abilities of Seachange and Concurrent Computer. And this is a grand time for all VOD companies, especially as the Western Cable show comes upon us. I sold my Seachange much too soon but I have at least kept up with my Concurrent investment. It is been a very successful investment. I'm not sure how to read your assessment of who supplies the servers for the Oceanic rollout this month in Hawaii, but I think there is good reason to believe Concurrent, not Seachange, is the winner there. Do you disagree? If so, why? In that regard, I would like to turn your attention to the following: "Tactical initiative can rarely be expanded into a major victory, but a strategic one has often brought the whole war to an end at a stroke." and "In the art of war, the word 'dominate' has a charm all its own." Carl von Clausewitz, "On War" ca. 1832. Best regards, Starowl