SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Concurrent Computer (CCUR) -- Ignore unavailable to you. Want to Upgrade?


To: Christiaan McDonald who wrote (2983)3/20/1998 9:14:00 PM
From: steve olivier  Read Replies (2) | Respond to of 21142
 
My read for what it is worth is:

I am a little bothered by the fact that we traded 4 million shares and only moved up 1/4. You would expect more price movement given that volume. It shows that there are a lot of people who are skeptical of the Company's ability to deliver on VOD and they are selling. Also it is a nice gain for those who have bought in the low 2's. One thing is for sure, if the company doesn't deliver some good news soon, the stock will have a new batch of overhead resistance. I didn't sell today because, even though I have been disappointed with the management on the slow pace of VOD, I think they may have something this time. No inside info, just a gut feel. Also, I think we will get some kind of continued movement next week, since we closed on the high. However, if we don't get something soon I'll be gone. With all the interest in the stock, I should be able to get out at high 2's or better even if this is another false start. If it is not a false start I could be getting out at 4 or better. In summary, I'll risk a little here for a few more days to see if it is real this time.



To: Christiaan McDonald who wrote (2983)3/21/1998 7:28:00 AM
From: Nimbus  Read Replies (3) | Respond to of 21142
 
Believers ...

If you know about CCURs RT products (the only game in town), and have read their annual report on expansion of these RT designs into RT IVoD (which has strict time dependencies, and you see how they have healed the financials) .... it was an easy bet that this egg would hatch.

They have the product, the passion, and a solid bank of very happy customers. CCURs stuff just plain WORKS.

It is rare to find a company hitting on all cylinders. They are pioneering the IVoD marketplace and like anything new, the market requires a variety of other factors to come together besides a good server.... set-top boxes, MPEG content (Holywood titles and licenses), cable modulators, low-cost IP networking, and PC MPEG players. These are now hitting critical mass. CCUR could do little more to accelerate them over what they have done.

If you exit now, yes you will have a nice gain from $2, but this chick has hatched and she's sproutin' feathers.

I think the recent BUYING has been from other long-time believers that knew CCUR would "one day" reemerge as a serious force since they are very sound as a company. These people didn't lock their money in (like some of us have) until it seems everything has come together. That time is now.

NAB, a springtime event, is usually when companies have to be "ready" to shine, and people believe CCUR is ready and NAB will be the show for them to be on stage. No one has shown a serious IVoD system at NAB, .... and CCUR's system might just steal the show.

It is still irratating that this many shares can be traded and no one here or on Yahoo has any specifics. Not even a good rumor.

I still say ....buy more.