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: steve olivier who wrote (2488)	2/6/1998 10:01:00 AM
From: Milt Best	Respond to of 21143

Steve, I remember that post, good call. Don't break your arm patting yourself on the back. (smile) :) :) Milt

To: steve olivier who wrote (2488)	2/6/1998 10:04:00 AM
From: Valery Portnov	Respond to of 21143

Well, after reading the report I decided to add to my holdings. Market action is no surprise to me - it happened before (a lot). Deal with ONCO is a real thing - $$$$$ for CCUR. TW connection will be discussed during the conf. call. Stay extremely cool!! Val

To: steve olivier who wrote (2488)	2/6/1998 10:11:00 AM
From: James M. Bash	Read Replies (1) \| Respond to of 21143

Fundamentally Steve, I'm not sure what you are seeing - I see the VOD news as fantastic. OnCommand - these are the guys who do SpectraVision, which is all over the place. They are big - the largest supplier of VOD to the hospitality market; one million rooms, and look at the customer list! And they're buying CCUR systems. PLUS an exclusive deal with the Time Warner spinoff, and continued progress with Scientific-Atlanta. People were perhaps whispering for a penny or two more on the earnings side, but both the revenue decrease and margin increase were expected and forecasted by management months ago. Short-term, the stock may trade down on profit-taking. But long-term, the OnCommand relationship sounds fantastic. The future is bright, and VOD is a reality. You may get credit on the technical call, but don't get too smug on the rest of it...