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

To: jeffbas who wrote (3583)	5/3/1998 8:21:00 AM
From: BILL G.	Read Replies (1) \| Respond to of 21143

Have 175,000 in ira account. Thinking of investing all in ccur next week, 15 years to retirement. Can anyone speculate on where ccur may be in 10 to 15 years?

To: jeffbas who wrote (3583)	5/3/1998 1:40:00 PM
From: Randolph Gwirtzman	Read Replies (1) \| Respond to of 21143

Jeff, I really feel that it's necessary to build an earnings model. It can be reasonably realistic for a year out, given the information that we have as of know. The only unknown is the amount of VOD sales which will be booked in each of the next five quarters, but that can be estimated within a reasonable range. What you're suggesting is that people should trade low priced stocks only when they see a "sexy story." That is bad reasoning, and probably the number one reason small investors get burned. For one thing, you'll always know the news after the institutional people .. ALWAYS. For another, you'll have no idea when to SELL. Getting a realistic value on a company gives you ranges to deal with. An overpriced stock, by definition is one with a price exceeding its fair market value. Thus, how can you know whether a stock is overpriced (you should sell), or underpriced (you should buy) if you have no conception of its value? With that in mind, I'll ask again the question that I have asked at least twice before on this thread in the last week: Can anyone ballpark the potential value to CCUR of their VOD contracts over the next year? Can anyone ballpark the overall amount of VOD server contracts for all competitors in the next year? Thanks in advance. Randy.