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

To: Cymeed who wrote (17529)	4/20/2002 7:54:36 PM
From: Christiaan McDonald	Respond to of 21143

You have a right to your opinion, that's what makes a market. Ken

To: Cymeed who wrote (17529)	4/21/2002 12:21:31 AM
From: jeffbas	Read Replies (1) \| Respond to of 21143

I think that CCUR has neither "a very poor balance sheet, [or] their products hold a very slim margin". However, what is more relevant to the stock price than anything else by far is whether the market is hot or cold on the future of VOD. If one year not too far away most TV and movie viewing will be available on an "on demand" basis, that will take an amount of servers such that this stock could be $20 again, or even $50, and with a lower market share than at present. If that will never come close to happening, you should not buy the stock. Note my preceding post that in effect said that the cable companies have to do "on demand" if they want to get more revenue out of their subscriber base (i.e., grow). On Demand features are also considered critical in cutting churn, a related growth issue. Those are pretty strong incentives. Although it has certainly been underplayed by the company, I think it is also an open question as to whether or not the Real Time business is able to show future growth in this era of increased defense spending.