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

To: Randolph Gwirtzman who wrote (3582)	5/3/1998 1:19:00 AM
From: jeffbas	Read Replies (2) \| Respond to of 21143

It is desirable but may not be necessary to build a realistic earnings model. My experience with these kind of low priced stocks that develop momentum around a sexy story is that they get ludicrously overpriced on short term prospects. The stock has continued the daily pattern of closing strong = institutional buying in my opinion. The fact that someone "needed" to have 250,000 shares (adjusted for double counts) in the last 10 minutes tells me that informed expectation of the 8:30 AM Monday SFA announcement is more than just a joint show and future trials with SFA. "TMRENT" My nickel for Q4 was unscientific. I figured Q3 was probably a couple of cents light from that analyst's projection of $.16 for the year. So I subtracted and rounded to get a number for the Q4. I also looked at the 6 million orders (5 million in backlog) plus the China order and figured at least a couple of cents better made sense. But reread the first paragraph. Who cares? We have taken the SEAC news selloff and the $.02 eps selloff and look where the stock is.

To: Randolph Gwirtzman who wrote (3582)	5/3/1998 12:06:00 PM
From: ENOTS	Respond to of 21143

Randy, one aspect, CCUR is sitting there like a big ripe juicy plum, ready for deep pockets to grab....may or should be included in the stock price going forward...a prospect that cannot be overlooked! I have been trading it some, but am scared to be out for any length of time, LONG right now....and waiting, with some anticipation, just what will come out of the show, feels good, really looking forward to the reports! the trading in the last 30-45 min on Friday, was accumulation!...so we go up from here IMHO.

To: Randolph Gwirtzman who wrote (3582)	5/4/1998 1:40:00 AM
From: James M. Bash	Read Replies (2) \| Respond to of 21143

Just wanted to respond briefly to some of Randolph's earlier comments: > CCUR seeing "significant" VOD revenues in the current 4Q > ... was predicted by Corky in an earlier press release, > but doesn't look realistic now. Actually, this isn't the case - go back and check the releases: ccur.com ccur.com Even back in October, Corky said (and has since maintained) that VOD revenue will start up in calendar year 1998 and have significant impact with volume shipments in fiscal year 1999 (7/1/98 to 6/30/99). And it was clear from listening to Thursday's conference call that this is still on track. Actually, from re-reading the old releases, I was encouraged there was nothing stated in those that hasn't since developed. (For instance, he mentions Scientific-Atlanta on two separate occasions.) To me, this helps credibility. Also, with respect to earnings models, and trying to create one for CCUR - how do you create one for some of the other companies in this industry, like SEAC? They have less revenue than CCUR, and negative earnings - in other words, an infinity P/E. Yet, at present the stock sells near 12... The reason is because the potential future -- and that is now also being reflected in CCUR's stock (catching up, as it were). With their new products in a mind-bogglingly-huge new market, CCUR is making the transition from a value play to a growth play. And the stock is bidding up on the growing belief of solidification of that, IMHO.