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

To: The Ox who wrote (20956)	4/25/2008 10:02:23 AM
From: The Ox	Read Replies (1) \| Respond to of 21142

I would have liked to see the company authorize a 10 million share buyback. If the sellers would drive the stock back down into the .60s or lower, it would be a very good use for some of the $24 million they have in cash. $6 million to lower the # of shares outstanding from the 83 million to 73 million levels seems like a good approach. They would not be required to actually buy the shares regardless of how low the stock falls but it would be a signal to the street that they feel the stock's price has fallen too low. fwiw... TO

To: The Ox who wrote (20956)	4/25/2008 10:06:14 AM
From: Arthur Tang	Respond to of 21142

Seac has different stockholders(venture capitalists). CCUR has fund managers that did not support CCUR stockholder's value. Management from NT, should know what happened to NT reverse split. So, we need to see how CCUR large stockholders do to prevent delisting by Nasdaq at below $1 trading.

To: The Ox who wrote (20956)	5/5/2008 1:31:34 PM
From: The Ox	Read Replies (1) \| Respond to of 21142

The stock's weakness is a little surprising to this observer. They have substantially improved margins in both products and services. Especially when compared to where they were at this time last year, the efficiencies are a little more reasonable then my sloth claims. Product margins in the last 9 months have moved from 43% to just over 50% and Services margins have improved from 53% to 59%. They have managed their cash effectively ($0.30/share) and they have (A/R less other obligations) for another 5 cents per share. At the current revenue run rate of aprx $77 Million a year, the rest of the company is worth only $25 million or 30 cents per share? Sure, the accumulated deficit number isn't pretty but one would like to think that number is a reference to the past. It looks like there is more value then is being reflected in the current trading price! They created a quarterly operating profit, which hasn't been seen in a very, very long time. I know the company doesn't deserve a lot of support or respect at this point in the process but it seems to me that they deserve just a little more then they are getting at this time. fwiw TO