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

To: jeffbas who wrote (2519)	2/8/1998 4:35:00 PM
From: Christiaan McDonald	Read Replies (2) \| Respond to of 21143

Jeff, I agree with all you say except I tend to agree with $3 value of RT. The agreement with ONCO leads me to think they are going to be one of the players, as I have said before, being No. 4 or even lower will be pretty good for a co. the size of CCUR. Another big plus for CCUR could occur later this year if things go well. S&P now has them rated a "C" or speculative grade, which I agree with right now but they could be upgraded to "B" later this year. I had another small one of mine upgraded in 97 from C to B and it was amazing the difference it made in price and stability. Ken

To: jeffbas who wrote (2519)	2/8/1998 7:14:00 PM
From: Richaaard	Respond to of 21143

Jeffrey, Paul, I agree that VOD could be huge, but it makes it difficult when we don't know whether it will be a 50 million per year business or 250 mil. I worry that Time Warner and others will make the real cash and the sub-vendors will beat each other up bidding on these things. It also concerned me that Corky is talking 20% growth per year. Is this the same guy who was optimistic for these recent earnings? Was that another optimistic estimate, or is he understating so he doesn't disappoint next time. I'm staying for now, but some of us have concerns. Richard