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

To: Christiaan McDonald who wrote (2515)	2/7/1998 7:53:00 AM
From: Christiaan McDonald	Respond to of 21143

The last half of 1998 (1st and 2nd qtrs fiscal 99) looks good for the following reasons. 1) Starting qtr ending Sept 30 sales comparisons vs last year should turn positive. Then we will be comparing to software sales instead of the present old hardware sales. 2) Cash will keep building and make our current ratio better. It is now up to 1.45 but it needs to be better, 2.0 or better is highly preferred. 3) IVOD revenues should start trickling in. I do mean trickling because I think this is going to be slow but sure. Now that we are almost certain CCUR will be in the mix, I can wait. 4) This Wind River connection (hiring the new vp) is interesting. I know these guys, they don't spend money unless they think there is something good out there so this should be very interesting and potentially highly profitable. 5) Everyone on CNBC is talking about how good things look in Europe now. CCUR is very strong in Europe. Also interesting that they are very strong in Japan because Japan is going to have to get their economy going so look for a big pick up there. In summary, I really like what I see. Solid conservative management that is building for the future instead of just going for a quick fix. Ken