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


To: Don Hand who wrote (14560)10/20/2000 12:50:26 PM
From: James M. Bash  Read Replies (1) | Respond to of 21143
 
Thanks for the summary Don. I found the SFA call script online; this is quoted directly from it:

"On the strength of these three capabilities, our customers now are launching applications in large numbers. The first major interactive application is Video on Demand. Much has been written about the success of Time Warner's large-scale commercial launches in Honolulu, Tampa, and Austin. Other MSOs are quickly following Time Warner's lead. Cox Communications recently announced the launch of its 'Movies on Demand' (MOD) service on the Explorer platform in San Diego. The system will offer hundreds of titles priced from $1.95 to $3.95. Similarly, Charter announced the launch of Video on Demand on the Explorer set-top in Los Angeles, and last week Seren Innovations announced that it has begun to offer VOD in Concord, California. In total, our customers have launches or trials of Video on Demand in nine systems, in partnership with four different VOD server vendors. We continue to expect that our customers will launch an additional 30 to 40 sites over the next six months."

scientificatlanta.com

I think this should put a pretty solid floor under our stock price over that term, to say the least!