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

To: Kurt A. Altmann who wrote (11945)	12/15/1999 10:04:00 AM
From: James M. Bash	Read Replies (1) \| Respond to of 21143

_Excellent_ point Kurt. So previous the model assumption was that 10-15% of subscriber homes would require VOD server streams during peak periods. As you point out, that number would appear to grow much larger when you now include "anybody who would want to pause or timeshift a program" together with "anybody who would want to watch a movie," at any given time. Creating features and new uses of your product that in turn create more customers for yourself would seem to be a hallmark of any great consumer success story!

To: Kurt A. Altmann who wrote (11945)	12/15/1999 10:18:00 AM
From: jeffbas	Read Replies (3) \| Respond to of 21143

The "broadcast recording function" has to mean more servers. We have wondered if this could become a problem - too many extra servers if folks really use it and give up their VCRs - for no apparent extra revenue. However, as my wife says, it might increase the signup rate for digital services (at extra monthly cost) because features like this add real value. Note that @HOME is in bed with AT&T. The action of the stock over the last couple of days is telling me that the market believes that CCUR is fairly valued at this level and that the show will be the last chance to sell some stock before the usual post show dip. If surprise announcements like these don't move the stock to a much higher new level, will ones which are not a surprise do it (rollouts in Hawaii and Tampa). The more trading above $18 that fails to hold, the tougher it will be for the next news to move us past there. In view of the tentative general market, I have decided to wait for a post show dip to consider adding more, despite my view that this is looking better and better all the time. Also, we might have a secondary (of CCUR) or IPO (of VOD business) in our future, with unclear impact on the stock. In summary, in view of all this new news, I no longer regard the stock as a sale during the show at this level (as I previously did), but a strong hold. This business is taking off and CCUR is AND WILL BE a leader, if not the leader.