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

To: jeffbas who wrote (3734)	5/9/1998 10:52:00 PM
From: BILL G.	Respond to of 21143

also could be to create price competition between the two. Both will be getting contracts. imho. Both companies will be needed. i think ccur looks to best for price appreciation .

To: jeffbas who wrote (3734)	5/10/1998 6:25:00 PM
From: Christiaan McDonald	Read Replies (1) \| Respond to of 21143

Jeff, I just don't know what the reasons were for the SEAC/SFA announcement. SEAC and CCUR were given the same exposure in the booth. All the big signs around the booth said Scientific Atlanta. On the station for SEAC it had SEAC on the right and SFA on the left . On the station for CCUR it had CCUR on the right and Prasara on the left. One way of looking at it is they gave the Prasara/CCUR combination twice the exposure as SEAC. Another way is they had SFA up with SEAC which could be seen as better. Frankly I just think SFA was getting all three names up with the same exposure. Del Kunert, Director of IVOD for CCUR, whispered to us when both SEAC and CCUR were making their presentations, he said "Seachange says they are the low cost provider but we are significantly below them in cost". All I can say is so far CCUR has never told us anything that proved to be wrong later (except when shipments were going to start and all have been wrong on that, including Bill Gates). So far so good but we still have a way to go, I think we will be moving fast from now on but I warn that the cable companies have a reputation of being ultra ultra slow. Ken