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

To: G. Thomas Kaiser who wrote (2528)	2/9/1998 11:32:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 21143

First place I did not think it was a contract yet. Also, they will not replace 1 million rooms with existing product at the start; and share the business on some unspecified basis with Mitsubishi. That said, and having travelled a fair amount over the years, I expect that Return On Investment for upgrading existing rooms will prove well justified. Many times I would return to my room as some time OUTSIDE OF MY CONTROL and feel like unwinding with a movie only to find nothing to see I like THEN. I would be very surprised if hotel movie sales did not double or more with VOD. Given the above, I would be very interested in the assumptions you used in coming up with your estimate of "tens of millions of dollars" to Concurrent. Will they be selling servers for individual hotels, getting revenue per movie, or what?