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

To: Dave Swanson who wrote (3640)	5/5/1998 8:36:00 AM
From: Christiaan McDonald	Read Replies (1) \| Respond to of 21143

Dave, no we're not going back. I think we absorbed all we can at this time, it would be great fun to go back but I'm so busy right now. Standing in line to register, I let a young man (early 30's) in line in front of me and we started talking. Turned out he was the son of a family that owned Phenix City, Alabama Cable (about 20,000 subscribers). He had just bought advanced modems for Internet access from HYBR (another of our stocks). We told him about CCUR/IVOD. He didn't seem to know a lot about it but later we spotted him in the SFA/CCUR crowd. I thought this guy was a country rube and it turns out they had turned down more than $40 million for their company (while we talked his wife was getting a $500 haircut). These Cable people are flush with cash right now and they are willing to spend it to stay ahead (and keep the monthly checks rolling in). We came away yesterday feeling that CCUR is in the cat birds seat. I mean SEAC are beginners compared to the experience CCUR has. I was extremely impressed with Del Kunert, Director of IVOD at CCUR. He told us many technical things that I am not going to post here, but he is in his 50's and knows his stuff. Some of the companies we talked to were nothing but hot air artists, you pin them down and they don't know what they are talking about. CCUR does. Ken