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

To: Keoki Koga who wrote (2635)	2/12/1998 8:37:00 AM
From: Christiaan McDonald	Read Replies (1) \| Respond to of 21143

Scott, one of the reasons I am more positive about cable VOD now is the cable cos are making money hand over fist (Time Warner's profits were way up for cable) and they are raising rates again (TCI increase 5% in morning paper). They've got money to spend for the first time in several years. There are so many small to middle size local cable cos I am sure CCUR will have lots of potential customers even if Tmrent is right about the high end. I think there are maybe thousands of local cable cos that will be 1,000 streams or less. Also, we've got the world, not just US. Ken

To: Keoki Koga who wrote (2635)	2/12/1998 9:07:00 PM
From: steve olivier	Read Replies (4) \| Respond to of 21143

Yes they are interesting comments. A few points: 1) the infrastructure is not there and it will take years and cost billions to put it in - who is going to pay for it?; 2)DSL will be a major factor (I wouldn't bet against MSFT,INTC & CPQ); 3)MSFT may be only hedging their bets with their cable investment, and 4)I didn't see the word VOD mentioned once, but I did see that 40% of people don't want a set-top box on their TV. VOD for cable will be very, very, slow to develop.

To: Keoki Koga who wrote (2635)	3/10/1998 8:17:00 AM
From: Keoki Koga	Read Replies (1) \| Respond to of 21143

FYI... Pace Micro Shares Rise 13% On News Of British Digital Order AP-Dow Jones News Service LONDON -- Shares in Pace Micro Technology PLC jumped 13% Monday after British Digital Broadcasting named the group as one of six suppliers of a new order for digital set-top boxes. The news comes after last month's announcement that Pace had received a 'substantial order' from British Sky Broadcasting Group PLC (BSY) for its own set-top decoder boxes which led to a 37%, or 11 pence rise in its shares to 41 pence on Feb. 3. Monday's statement sent the shares 5 pence higher on the day to 44.50 pence by 1200 GMT, a rise of almost 13% on a volume of 2.48 million shares. Traders said volumes were 'better than usual', but not yet rivaling the levels seen after Pace's profit warning last year. Pace saw its shares collapse to 46 pence from 235 pence in 1997, as delays in the launch of European digital television made its future look less bright than its 1996 flotation had suggested. A further fall to 37.50 pence followed a warning of extra provisions from the new management team in January. Earlier Monday, British Digital Broadcasting selected six leading manufacturers Grundig AG, Pace, Philips Electronics NV, Nokia Oy, Sony Corp. and Toshiba Corp., to make its 'plug in and play' set top boxes. Monday's deal completes the major orders expected from the U.K.'s move to digital broadcasting. British Digital Broadcasting, a 50:50 partnership between Carlton Communications PLC and Granada Group PLC, gave no details of the value or volume of the order but said the boxes would be in the retail stores by Christmas.