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

To: Randolph Gwirtzman who wrote (3566)	5/1/1998 4:48:00 PM
From: Randolph Gwirtzman	Respond to of 21143

Whoa! I forgot to divide by my VOD profit margin. This changes everything. When I rechecked my spreadsheet I found a significant calculation error. When I rework the numbers, I find (given the same assumptions as in my previous post) that CCUR would need 28.8 million in VOD sales 4Q to net 0.08 per share. This is total sales of $49.2 million. Sorry for the miscalculation, but this makes a lot of sense. I'll ask again if anyone can give me a ballpark estimate of what they think VOD sales might be for the 4Q, and a back of the envelope calculation re: determination of same. I would be happy to further elaborate my model should anyone (especially Arthur) care to understand it. Thanks, Randy.

To: Randolph Gwirtzman who wrote (3566)	5/1/1998 5:15:00 PM
From: Nimbus	Respond to of 21143

Hmmmm ... Some points: 1. I don't expect R&D expenses to drop much. This is the Engineering staff salary costs, and likely can't be reduced without laying off engineers and programmers. Their R&D burn rate as a percent of revenue has been consistent year-over-year and likely will continue, so it might be tough to think a few cents/share will flow to the bottom line from there. 2. I thought I heard that some VoD rev will come in 4Q, but all that was discussed was the low end Media Hawk (H100) for Hospitality. Their RETAIL price on this is below $30k ($12.9K+ advertised), and even if 50 of the 100 he spoke of were delivered (the number is more likely less than 10), we are only talking $1.5M. Not sure where that gets us, but it ain't $7.5M. I'd guess we'd see about $.5M here unless something changes. I think we need to keep working on this. With what we know we should be able to get close, or be able to predict a reasonable min/max range.