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

To: steve olivier who wrote (2539)	2/9/1998 2:51:00 PM
From: Nimbus	Read Replies (3) \| Respond to of 21143

Aren't competing views wonderful ? I Love America ! As for my spin on the conference call I think it is SPECTACULAR ! A year from now we will look back and wonder why we weren't more excited. Linking up with On Command is a MAJOR MAJOR accomplishment. I am in the VoD biz and we would kill for that account. CCUR has got "it-all-together" and are light enough on their feet that they can adapt to the changing VoD market needs, others like NCUBE are too slow and too rigid to meet the market needs. Supplying to an integrator has enormous advantages in terms of quick sustainable penetration and margins .... many others try to do it all themselves and don't get far. Corky was sure pumped ..... Hotel NVoD, like On command has now has a huge hit-rate, and is paid for by business travelers mostly. Pornos are the most popular (at $6.99/session) and with CCUR their will be interactivity and more selections. 500 systems at $100K/server over 3 years is likely ($50M) starting next quarter. As for my position, I have a lot of shares, all under $2, and am holding for this big run up.