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

To: Sam who wrote (14558)	10/20/2000 8:50:40 AM
From: Don Hand	Read Replies (1) \| Respond to of 21143

Reflections from the SFA CC: SFA is doing very well. There does not seem to be any let down in STB demand even if MOT and others are making noise. International was strong especially to South America From a VOD view. They mentioned that 4 VOD vendors have been picked without saying the names. We know of CCUR, Diva, and SEAC but the fourth I assume is nCube. I was not aware that nCube actually had deal that used SFA STB's unless it was NTL in the UK. Hawaii and Tampa were mentioned often. They expect 40 VOD announcements in what I think I heard as 6 months. The very last question of the CC was interesting. It appears that SFA is encouraging the MSO's to role app's faster instead of single threading the release. And they have advised them to role an app within a short timeframe after going live on the STB's in order to get the ROI. The big winner of the CC(other than SFA) appears to be Wink.