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

To: James M. Bash who wrote (17624)	4/26/2002 7:09:16 AM
From: Nimbus	Respond to of 21142

Margins We've heard a lot about VOD margins being cut-throat but the 3Q numbers do not indicate that. They only trail RT margins but a few clicks. Very encouraging news on all fronts. The beauty of their VOD business is that for each market they own they get continuous recurring follow-on business. This will be very significant going forward and will help them exceed plan.

To: James M. Bash who wrote (17624)	4/26/2002 9:35:10 AM
From: jeffbas	Read Replies (2) \| Respond to of 21142

Great notes James. I have three observations. I think we now can see why Bryant and Norton sold no stock on the recent plunge. As folks who plan to stay around, they like how things are going. As noted with the CIBC upgrade, earnings forecasts are now at levels that you can apply a real P/E to and get a real number. This is very important in my opinion, because it will start to attract an entirely new class of institution - those interested in an earnings growth story. Finally, it seems to me that CCUR is really moving into a leadership position in this industry category. That may help in getting future business, if MSOs develop the attitude that for most situations CCUR should be the first vendor you deal with, with everyone else fighting for the second spot.