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

To: stephen allen who wrote (3546)	4/30/1998 4:23:00 PM
From: Valery Portnov	Read Replies (1) \| Respond to of 21143

Dear Stephen and others. I'm extremely busy today and can not follow the news. Would you please be so kind to post here or better to send me an e-mail consisting the highlights of CCUR Conference Call. I will appreciate it very, very much. BTW, I am in SFA again (at $22.50} and in SEAC ($13). I think these two + CCUR should perform well. Regards, Val

To: stephen allen who wrote (3546)	4/30/1998 5:09:00 PM
From: Nimbus	Read Replies (1) \| Respond to of 21143

Fingers crossed .... Steve, I own several video server stocks including the small TNCX, and I have not sold my CCUR, but they still have a hill to climb IMHO. It's true TNCX is a scary company, but they do have installed systems and I have PERSONALLY lost business to them on VoD training. They are carving out a niche slowly but surely. I wish CCUR had their direct VoD experience. I did listen to the CC today and Corky did not have it quite right on the ease of scaling. I did acquire the details of their stream scaling scheme under non-disclosure and it is limiting. Their use of IDE drives is cheaper though. Others are using banks of UltraSCSI and FC-AL disks which are "better" on most measures except price/megabyte. The "better" disks are denser, faster, and have built in sophisticated diagnostics and caches, offering some architectural flexibility not available with IDE. For instance, these drives can back themselves up to tape without bothering the host, or pass their "jobs" over to a spare disk in the array if they are sick. Pretty neat stuff ... The CC did provide some insight into their hotel system though, and they are lucky to have that "deal." The low stream counts can be provided today with simple software on a PC with a decent set of deep disks. As I've mentioned a few weeks ago, these are becoming commonplace. A single $299 4GB IDE drive in a $1000 PC is able to store 4 hours of mpeg2 and manage about 10 streams at the same time, and many companies are going this route for intranet VoD serving. Pentium servers with a string of disks, identical to todays LAN servers, are being used for intranet video-to-the desk. Time will tell on how CCUR participates on this front. My fingers are crossed for some interest in the SFA/CCUR pairing at Atlanta. Cable is a big market, and everyone will get contracts, but cable folks are a tough crowd, not being very computer oriented (they have an analog video culture). Companies like DIVA/SARNOFF are video people and do have a long history in video and cable. Sarnoff labs invented MPEG. It will be continued fun watching it all play out. For me I do like to diversify, and it seems some are holding that against me. When I post a TNCX or other release, I'm just letting other's here be aware that there are other complimentary places to invest money. I hope we all prosper.