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

To: Ed Newman who wrote (2659)	2/17/1998 8:39:00 AM
From: Christiaan McDonald	Read Replies (1) \| Respond to of 21143

My reason for thinking it is good for CCUR is because more market research is badly needed for VOD. If they make money then it will inspire others to get into VOD quicker. There's nothing like a good profit to build a fire. DIVA is taking a double risk by doing their own financing. Basically they are doing the job of ONCO as well as furnishing the servers. However, I can see where it is no trouble to get the cable cos to sign up, getting a $1 per throw with no investment is pretty attractive. Ken

To: Ed Newman who wrote (2659)	2/17/1998 10:07:00 AM
From: Nimbus	Respond to of 21143

It is good because CCUR will not have to "sell" the concept/benefits to the public, as other's are paying the burden of doing that .... Much like the Apple II made the follow-on IBM PC more acceptable to the mass market. CCUR does not have the resources to lead the way, but can point to big systems like Sarnoffs and say ... see it really is being adopted so you hotels and corporations (who only need a few hundred active streams/facility) better get with it. Coat-tailing.