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

To: steve olivier who wrote (3535)	4/30/1998 10:57:00 AM
From: James M. Bash	Respond to of 21143

I don't think the smart money is selling. I doubt they've bought all this stock over the past month for the January to March realtime results... Granted, on the whole the earnings are less than impressive. But it's reassuring to see they've gained the $6m in new wins (wonder if this is past revenue or future?) Also, the company seems to be as specific as they ever have about when VOD will begin (e.g., this quarter), and roughly how much to expect going forward. That tells me they either have already signed, or are about to sign several deals. "The residential area is moving ahead of plan." Balance sheet has improved even further. And it confirms they are debt-free as we heard earlier this year. I think the stock goes down a bit this morning on the initial (past) disappointments, but gets stronger later as people want to be on board for next week and going forward. "We expect our fourth quarter to be stronger -- BOTH in real- time sales and the beginning of our video-on-demand revenue stream." I'm looking forward to the call, and to the rest of the current quarter. (Oops, just checked - stock is already back above 4...) P.S. - Noteworthy about the LMT VOD satellite. Wonder if this might increase their interest in CCUR as a potential acquisition target: biz.yahoo.com