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

To: Christiaan McDonald who wrote (2588)	2/10/1998 7:25:00 PM
From: steve olivier	Respond to of 21143

Ken, If you are going to rip me, at least spell my name right. It is Olivier not Oliver.

To: Christiaan McDonald who wrote (2588)	2/10/1998 7:26:00 PM
From: The Ox	Read Replies (1) \| Respond to of 21143

Out of curiosity: Can the changes that are occurring in Fibre Channel relieve some of the restraints that CCUR has with respect to the number of potential VOD streams their servers can simultaneously broadcast? (Note: Fibre channel can be used not only for storage capacity but also for a server's backbone communications protocol which dramatically increases a systems performance.) Another issue: Even if a single cable hub-sight-location had 10,000 customers, how many can be expected to be DEMANDING video at the same time? With most cable companies already offering 60 or so channels to choose from, what makes anyone here think that more then 10% of a cable company's customers are going to be paying for VOD at any given moment? With this issue in mind, why wouldn't a cable company do what AOL has done and offer the service to the public, then gear up the infrastructure AFTER the customers demand better access? If demand is high, then cable companies can charge a higher premium fee for the VOD service. BTW, the fact that CCUR's revenues are down 21% is the ONLY reason this stock is falling. As has been stated here many times, not everyone does their homework and many investors say they are in for the long haul and simply bailout at the first sign of disappointment. Excellent discussion on this thread the last few days, even if it takes forever to read through the posts. Keep up the good work everyone! Michael

To: Christiaan McDonald who wrote (2588)	2/10/1998 10:04:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 21143

What??? I did not change my view at all about what it is worth. (Correction, I raised my previously posted valuation because of the latest announcement.) But what it is worth and what it sells for are two different things. In my last post, I think I figured out why it is acting the way it is, and likely to go lower, independent of whatever it is worth. There are too many shares held by speculators who were waiting for a huge move on VOD news who do not have the brains to figure out that they could POSSIBLY make a quarter for the fiscal year starting 7/1/98, with a significant VOD component, and sell temporarily at (an overpriced) $7. As I said before, an investment of this quality deserves only a small percent of your equity, and I have all I intend to buy, at 1 3/4 - unless the quality improves via material developments. As Steve suggests, a material development would be the announcement of a signed OnCommand contract, with CCUR getting a material part of that business, with installations starting immediately. (Any contact with the company should have as an objective finding out if that is what we should expect when a deal is completed - although I am inclined to think so from Corky's projection of having Q4 VOD revenue.)

To: Christiaan McDonald who wrote (2588)	2/11/1998 10:52:00 AM
From: paul lin	Read Replies (1) \| Respond to of 21143

Ken, any idea of the following piece of info about the progress of seachange intl. Wednesday February 11, 9:03 am Eastern Time Company Press Release Quantum to Supply Drives for SeaChange Video Servers MILPITAS, Calif.--(BUSINESS WIRE)--Feb. 11, 1998--Quantum Corp. (NMS:QNTM) today announced it will supply SeaChange International, Inc. (Maynard, Mass.) with Quantum Atlas II drives for SeaChange's video server systems for cable operators and broadcasters. The leading provider of MPEG-2 video server systems, SeaChange will incorporate the drives in its digital ad insertion systems, which dramatically streamline the way advertisements are delivered on cable television. The systems enable cable operators to insert local advertising more easily and precisely into cable network programming. With SeaChange's systems, ads are stored digitally on the Quantum Atlas II drives in MPEG-2 format. Reliance on digital video improves transmission quality while eliminating degradation from worn-out tapes. SeaChange will also use Quantum drives in its on-demand movie systems, as well as its play-to-air solutions for the broadcast industry. Bruce Mann, president of SeaChange Systems, a subsidiary of SeaChange International, Inc., said that the agreement was made on the basis of predictable read times, reliability, performance and support of the Quantum Atlas II drives. ''An extensive 24 x 7 test of a sample Quantum Atlas II drive produced almost no errors,'' said Mann. ''That's imperative for digital video applications. Digital video also demands a high-performance drive capable of operating as part of a RAID array to deliver constant bit-rate data greater than 25 MB per second.'' Mann also cited Quantum's strong distribution support program through Wyle. ''The program addresses our need to be competitive in the market with high performance servers, while reducing our cost of doing business,'' Mann said. About SeaChange International, Inc. Founded in 1993, SeaChange International Inc. (NASDAQ:SEAC) of Maynard, Mass. (www.schange.com), is a leading provider of software-based products to manage, store and distribute digital video for television operators and telecommunications companies. The Company's products automate the management and distribution of short- and long-form video streams including advertisements, movies, news updates and other video programming requiring precise, accurate and continuous execution. SeaChange's products are installed in hundreds of geographic markets and serve more than 12,600 television channels worldwide. About Quantum Founded in 1980, Quantum Corp. is the only storage company that has developed leadership positions in both fixed and removable storage products. The leader in hard disk drives for personal computers and the leader in the mid range tape market, Quantum is widely recognized as the industry's quality leader. The company sells a broad range of storage products to OEM and distribution customers worldwide. Quantum's sales for the fiscal year ending March 1997 were $5.3 billion. The company's World Wide Web home address is quantum.com. Contact: UpStart Communications Julie Criscenti Heck, 510/420-7975 jheck@upstart.com PL