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

To: Randolph Gwirtzman who wrote (3516)4/29/1998 5:30:00 PM
From: Arthur Tang  Read Replies (1) | Respond to of 21143
 
Thank you, Randy. Your analysis shows you never operated any companies as a chief executive. When you analyze a company you first fix (lower) the overhead which should not change. Then you look at the gross profit, try to improve that. When you increase sales and revenue; the profit margin is dynamically changed. Anything over breakeven point is a profit.

So, profits may be exponential to sales. This, however, may not be the case with CCUR; because they are chasing the VOD business. The overhead becomes higher than necessary, and may still be increasing.



To: Randolph Gwirtzman who wrote (3516)5/1/1998 11:14:00 AM
From: Nimbus  Read Replies (2) | Respond to of 21143
 
Randy .. can they make $.08 in 4Q to meet $.16/FY98 estimate ?

Seems that would take a $56M quarter (vs this years average of $20.6M) or cutting back IR&D spending to near zero, or a combination of the 2.

The press release also stated significant VoD impact would not be till second half of FY99,( the results of which is 12 months off if all goes per plan. )

Seems like tough sledding unless something unexpected and positive happens.



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