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


To: jeffbas who wrote (11915)12/14/1999 6:06:00 AM
From: Christiaan McDonald  Read Replies (2) | Respond to of 21142
 
Jeff, they've had almost two years to fix it. I hope they have
because I don't think the roll out will proceed on schedule with just
one small company providing servers. As I've said all along, there
is plenty of business for both, SEAC and CCUR don't have to worry
about each other, it is other outsiders they want to keep out.

Ken



To: jeffbas who wrote (11915)12/14/1999 8:38:00 AM
From: Christiaan McDonald  Read Replies (1) | Respond to of 21142
 
Jeff, some further observations comparing investing in CCUR and SEAC.
We thought about buying some SEAC when it was $6. The problem was
that SEAC volume then was only about or less than 10,000 shares/day.
If we had tried to buy 30,000 the price would have gone up to $12.
At best we might have been able to get what we wanted for $10. Thus,
we would have had a 4.7 x increase, a dang good investment by anybodys measure. Instead, we bought more CCUR at $1.75. Our increase, right now, on that is 17.875/1.75 = 10.2, also not bad.

The moral of this story is: Just be dang glad if you own either one.

Ken