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

To: DEER HUNTER who wrote (2499)	2/6/1998 11:52:00 AM
From: DEER HUNTER	Respond to of 21143

Notes from conference call for future reference..... CCUR conference call...2/6/98...Mr. Corky Seigel and Mr. Dan Dunlevy present. - management can not be more pleased at this point in time. - significant announcements on VOD have occurred. - 21 million revenue...3 cents earnings. - gross margins have increased from 47% to 51%. - more money is being made with software sales. - no more long term debt. - real time....Dale Burton has been brought aboard....he has been at Harriss as well as Wind River...lots of experience. - 0 debt now...6 months ahead of schedule. - business continues to generate cash. - On command is the largest supplier in the hospitality arena. - this is extremely positive for CCUR in the hospitality market. - renewed interest from TF1 in France...middle of proposal activity. -ccur has sold systems to Broadband systems inc.. - continued interest in Australia. - residential will be happening also. Omnio inc...exclusive marketing agreement....has ties to Time Warner. - Sept/October 99 for residential to begin kicking in. - renewed interest in in-flight entertainment. - still shut out of Boeing. - Corporate internet side..things are starting to happen here also. - More money will be made in the second half of this year as compared to the first. - 99 will see VOD sales kicking in. ********end of part one. Part two to follow shortly. DH

To: DEER HUNTER who wrote (2499)	2/6/1998 12:13:00 PM
From: DEER HUNTER	Read Replies (3) \| Respond to of 21143

Conference call notes part two....February 6, 1998. - double digit VOD growth expected starting next year and beyond. - looking at growth in 99 and beyond in VOD. - CCUR is in transition phase...more and more into software sales. - 85% gross margins in software. - only CCUR is left in R/T market place out of the original four companies. - clearly the growth is in the VOD area. - 20% year to year growth in VOD achievable. - the potential is greater than 20 % however. - being selected by On-Command is very significant to CCUR. - the lawsuit with the government stems from a 1991 incident...CCUR believes that the suit has no merit and will not affect this years results. - 48 million shares outstanding fully diluted. - asia problems is a non-event for CCUR. - bulk of revenue of VOD will occur in 1999. - other vendor is Mitsubishi Electric...in with the Omnio deal. - both CCUR and Mitsibishi will do very good here. - a quiet period was in effect when the stock was below 2 bucks. CCUR officers and directors not allowed to purchase during any quiet period. - IN SUMMARY....CCUR right where they want to be.....Financials are very solid.....Corky is still very excited about VOD. End of conference call............... ############################################## The preceding notes were taken by myself to the best of my ability and reflect the words and tone of Mr. Corky Seigel and Mr. Dan Dunlevy during the conference call. I have not injected any of my own words or opinions. What you see is what was said. Good luck. Dh