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

To: James M. Bash who wrote (17518)	4/19/2002 2:49:34 PM
From: alburk	Read Replies (1) \| Respond to of 21143

Thanks James Is there anything proprietary about CCUR's product that may propel it into a dominant leadership position? Is there any reason that the industry would standardize on CCUR's product vs. SEAC's or others? Proprietary software? etc. VOD/SVOD seems likely to grow rapidly? I've read comments here indicating that the cable companies are committed to spreading the market among several players (CCUR, SEAC, NCUBE, etc.) in order to prevent a dominant supplier from emerging. There was also an article posted today indicating weak pricing power. It's very positive to here about companies like SUNW showing interest--but only if CCUR can secure and protect a dominant position in this market. Any comments? Andy