Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Nimbus who wrote (3141)	4/2/1998 1:21:00 PM
From: Arthur Tang	Respond to of 21143

Thank you, TMrent. A distributed load is better for multiple 1000 stream application, where input sources can be more versatile. You can also scale up and fine tune at better cost. CCUR is using one disk one stream, according to their software description, in their video server.

To: Nimbus who wrote (3141)	4/2/1998 1:25:00 PM
From: jeffbas	Read Replies (2) \| Respond to of 21143

tmrent - I regard you as knowing more about the industry and technology than the rest of us put together. Does your conclusion that it is more cost effective to do home VOD with one NCube-type server than 7 CCUR servers mean that these rumors about Time-Warner and SFA are not believable? Or could there be some software or other advantage that CCUR has which compensates for the price disadvantage on the hardware? You seem to have become more bullish on CCUR (from some recent post). In view of the post suggesting the ONCO announcement was premature and my reading of the ONCO 10-K, which says that they have rudimentary VOD in most existing properties already (which will certainly slow the rate of any CCUR penetration) and their balance sheet which may not support major expenditures, I have become less bullish on the potential from ONCO. Therefore, would you please summarize why you now seem to be more positive on CCUR?