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

To: Nimbus who wrote (3559)	5/1/1998 11:38:00 AM
From: jeffbas	Respond to of 21143

Second half of fiscal 99 starts 1/1/99. Wall Street tends to anticipate 6 months or so. You may be right about the "tough sledding", but if they have the announcements that go with a material impact starting then, the stock may do fine. In addition, so long as there is a perception that VOD is arriving (which seems hard to dispute) and that CCUR will indeed be a player, the stock may also do fine. (It is sort of like FDA drug trials. So long as people continue to believe that the drug is on track, they can be incredibly patient in paying an apparently high valuation on what that company is now doing.)