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

To: Christiaan McDonald who wrote (2520)	2/8/1998 7:07:00 PM
From: Don Hand	Respond to of 21143

A couple more points to emphasize from the conference call. Real Time - 80 to 90 million business that will grow primarily from software. AEGIS Navy program will have 10's of millions of dollars in CCUR equipment; with a three million dollar order shortly. Question: What did he mean about being the only guy of what 4 existed ? VOD - He called the TF1 project of 96 a sale plus they have shown interest to move forward. (see they did have a VOD sale) Question: do they consider trials; sales and report it that way ? The Corporate intranet market included a comment that CCUR will have a browser interface to the Microsoft Active Movie product. That is a significant piece of information because it says that they can work in the Win/Intel world. They expect more sales and higher earnings in the second half of the year. There is a little guilt here on my part. I think a lot of the long term thread contributors knew that the earnings would not meet last years 2nd Qtr and kept it low key or silent. I was praying for a surprise of .06 and it has taken a few days here to get over it. Still holding and considering buying more. Oh ! and one more side comment. A while back yawl were discussing price of videos and the price of VOD selections. You kind of left out one significant market for VOD. Smut,xxx,live shows; Sex sells. No brown bags needed with VOD. This is what I hear anyway. Later

To: Christiaan McDonald who wrote (2520)	2/9/1998 8:12:00 AM
From: G. Thomas Kaiser	Read Replies (1) \| Respond to of 21143

Ken, do you have a URL for the S&P rating service (of CCUR)? After reading some information about ON COMMAND I believe that this contract will be VERY important. Of other interest about the residential market. Corky indicated that the TCI people are not ready at this point. I see this as another opportunity for CCUR at a later time. Prove yourself with TimeWarner and TCI should be a potential customer when it is their turn. I believe that the company has many years of opportunity in the VOD business. Don't get to excited about CCUR making more money the second half of this year in relation to the first half. The only thing this tells me is to expect 12cents per share for the year. $2.00 valuation for 12cents sounds reasonable. Because the company always seems to be one quarter behind, I will set my sights on the July 1, 1998-June 30, 1999 fiscal year. Without any justification, IMO, I believe that the company will earn more than 25cents per share in the next fiscal year, be flush with cash, have no debt, and have an expanding top line growth with great margins. I'll keep my shares and wait for the company to either produce, or sell out to a bigger fish.