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

To: Starowl who wrote (11875)	12/11/1999 4:15:00 PM
From: Christiaan McDonald	Read Replies (2) \| Respond to of 21142

As has been noted concerning insiders, and it is true also I think, for average stockholders, there are many factors that go into a decision to sell some or all of a stock. For many many years I had a policy of selling half my position and getting all my money back after a stock doubled. I didn't use that policy with CCUR because I would have sold half at $4 and there was no way I was going to do that. I will say I have sold some above $10 and I did it simply because with the higher price, CCUR was such a major portion of my portfolio that it was just too risky not to sell some. Now, even after selling some, over 40% of my portfolio is still in CCUR. That is still a heavy load in anybody's book. Ken

To: Starowl who wrote (11875)	12/11/1999 5:14:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 21142

Starowl, I could make a case that CCUR is very well positioned across from Erotic Network, as that is expected to be a significant source of VOD revenue. Perhaps CCUR could show some product, which I bet would be a heck of a lot better quality image than that awful Victoria's Secret lingerie show on the Internet in the Spring <ggg>. As far as your specific comments go: - I think it is difficult for a non-technology person to ever know what he needs to know about the technology of a company. I think you always have to rely on others. For example, with respect to one of my holdings, I have struck up an Internet friendship with someone with 30 years experience in the industry, and knows the company well. We both talk to mgmt. I bring financial expertise to the relationship. That works well. - As far as not having much sympathy for someone selling at 5-7, I originally bought this stock at 1 1/16, as did Astoria Capital and I believe Ken. A lot of smart people were taking some money off the table at 7+, with a different perspective of the price than yours.