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: Arthur Tang who wrote (20802)	10/6/2007 8:20:44 AM
From: Don Hand	Read Replies (2) \| Respond to of 21142

Stockholders big and small live quarter to quarter. CCUR got zero credit for their FYQ4 decent results and winning Cox Arizona was a deep dark secret. What everyone heard on the call was that Q1 would not be as good. Therefore the decent to 52 week lows with no news of hope. Time Warner is expected to officially launch Look-Back this month in South Carolina using CCUR equipment among others. When that money hits the books is a guess. TWC has mentioned 8 markets by March 2008. I don't know what that does with Start-Over. I would expect CCUR's client in Hawaii to follow quickly behind South Carolina. Everyone was expecting a big announcement from a Financial name brand institution for SLERT. Nothing but upgrades to the software has been announced while their key partner Novell is in the Linux dog house for working with the devil Microsoft. There are a lot of good uses for SLERT including automotive and Siemens Medical. Even a Golf company uses it for swing analysis. But the revenue quantity isn't there. In VOD we were expecting news for about patents. The Everstream and the patents tied to Alcatel. I thought CCBL also were tied to those patents but they didn't mention it with the takeover from ARRS. With Alcatel's own problems with Lucent, they don't have time to talk to anyone. ARRS dropped their hint bomb when they suggested during the ARRS/CCBL call that Cable MSO's used up their capital for the year on settops before the July deadline. It appears that ARRS undercut BBND CMTS, so BBND's now a one hit wonder SDV. Perhaps this is why CCBL sold now. Their future is on hold. Cable works together on priorities. This year the themes were The July 1st settop deadline, VOIP rollout by Comcast, SDV Switched Video(between analog and digital) and High Def(HD). Everything else was low priority. Docsis 3.0 needs bandwidth so that is dead in the water until Cable finishes SDV. SDV room is given to HD channels. Only Cox appears to be a step ahead by using VYYO products they get room and speed now. They just have to send trucks to install the stuff whereas SDV is just software. Ad-insert is on their slow "Canoe" local tests and Cablelabs RFI's. At least CCUR has time to create Ad-Insert products while that becomes a 2008-2009 project. SA and MOT talk about mpeg4 in today's multichannel magazine. They plan to transmit via mpeg4 but convert it back to mpeg2 for the zillions of mpeg2 settops.