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

To: Nimbus who wrote (3549)	4/30/1998 5:59:00 PM
From: James M. Bash	Read Replies (1) \| Respond to of 21143

Just a nit - I thought the Moving Pictures Experts Group (ISO) invented MPEG? (Of which Sarnoff is one of many members...) Also, to answer my own question previously - the $6m in new realtime business wins mentioned in the release is 85% future revenue (and thusly hasn't been reported yet). A further interesting tidbit to come out of the call is the company has invested 8-10 cents of what would have been bottom-line earnings into VOD over the past three quarters. In other words, earnings for the current [mostly realtime] business have actually been 16-18 cents for the past nine months. (At a stock price of 4 that is a current P/E of 17-19, without VOD.) With a $15 billion market ripe for the picking it seems clear that VOD is the growth avenue, but it is nice the company has this profitable foundation to work from (unlike some red-ink-bleeding others). I recommend everyone tune in to the call - we had a lot of our questions answered. 1-888-566-0574, code 98765