Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Hand who wrote (17569)	4/24/2002 5:06:31 PM
From: KAF	Read Replies (1) \| Respond to of 21142

Agreed, Don. Their guidance was actually above a previous stated guidance. I see an after hours trade at 6.2405 on 7800 shares, so maybe some guidance as to VOD on AOL earnings?

To: Don Hand who wrote (17569)	4/24/2002 11:41:49 PM
From: George T. Santamaria	Respond to of 21142

Remeber when SFA dropped bombs on their shareholders? It was after a blowout Q. The problem was with the future guidance from the CFO -- based on his customer's future orders. The great fear is the future, not the past. Fortunately, the cable customers reporting so far seem to need VOD more than they need a better credit rating. The sub base is growing and that will drive demand. The only real concern might be if short-term debt gets so bad that an operator cannot even buy STBs for their customers. Even a capital expenditure with 2 yr payback can be bad in this environment.