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

To: Albig who wrote (13550)	4/28/2000 6:57:00 PM
From: Webster Groves	Read Replies (2) \| Respond to of 21143

I know a lot of people are counting hardware servers to see what's in the cards for CCUR, but I'm looking at things differently. Someone please correct me if I'm wrong. I see the VOD business as software, not hardware. CCUR bundles "commodity PC server parts" with it's unique real-time software adapted for VOD. They deliver a package that's spec'd to deliver a VOD stream. The user wants a package and unique point of contact (and responsibility). Any markup on the hardware is gravy to the software revenue. Software is always in need of an upgrade, so the user will want a "service agreement", and hence a continuous revenue stream to CCUR even after the initial sale. What I don't know (for lack of effort) is whether the VOD software is adapted to INTEL processors in additional to those from MOT. I remember once reading such was in the works but haven't checked back on it. - wg

To: Albig who wrote (13550)	4/28/2000 7:27:00 PM
From: Christiaan McDonald	Read Replies (2) \| Respond to of 21143

Dunleavy told us about a year ago that service revenues for VOD would be significant. But they have never been included in the calculations as far as I know, so that could be a positive surprise in the future. Webster, the CCUR server is completely NT compatible. I know that for certain, no guess work on my part. Michael, I would have been disappointed if you had not come out with a defense of the MM's. You either like the MM manipulation or you have your head buried in the sand, or maybe both. By the way, I would like to see the price lower so I can buy some more. So I am not mad about the $10 but it a fact that it was manipulated down, for whatever reason but who cares? Before long it should be up in the $20's again. One thing for certain, when the MM's get all the stock they want for their favorite clients they will push it way up so they can sell. As I said, play their game, don't fight them, it's hopeless. Ken