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

To: Christiaan McDonald who wrote (2525)	2/9/1998 10:39:00 AM
From: Christiaan McDonald	Read Replies (1) \| Respond to of 21143

Our strategy for CCUR for 98 is to maintain our long position but trade the short term cycles. In 96 we did very well trading. In 97 we also did very well holding but we could have done much better by doing some trading. This stock is still very much in the hands of the market makers and will remain so, barring some really significant development, until the latter part of this year. Obviously reading the posts of the market makers they intend to trade this stock between $2 and $3 so we are going to do the same thing with some extra money we have. There's an old saying "when in Rome do as the Romans do". If we get a blow out announcement, then we still have our long position. In line with our trading strategy, we sold some when it ran up last week and we will look to buy again at the lower end of the trading range. Just keeping everyone posted in case anyone is interested. Ken

To: Christiaan McDonald who wrote (2525)	2/9/1998 11:07:00 AM
From: G. Thomas Kaiser	Read Replies (1) \| Respond to of 21143

Ken, a little homework this morning has indicated to me that the ON COMMAND contract could be worth tens of millions of dollars. Keep in mind this is just the hospitality market, not TimeWarner. I will be surprised if Corky doesn't buy more stock on the open market. If he only bought 5,000 shares as Mr. Olivier stated I would have to agree - BFD. Corky mentioned a 72 hour trading freeze for management after an announcement. Does anyone know how to best track management purchases as soon as they purchase? If the prospects are truly tremendous I would expect management to start buying before the end of this week. Stock is down this morning!