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

To: jeffbas who wrote (3774)	5/18/1998 3:16:00 AM
From: Dave Swanson	Respond to of 21143

You've confused me a little... I don't think you mean to say that you don't like CCUR long term, but you're post sorta seems to read that way...Would you comment further? I appreciate your posts, as well as Ken's and GB's..Many thanks

To: jeffbas who wrote (3774)	5/18/1998 8:37:00 AM
From: jeffbas	Respond to of 21143

I meant what I said. I am positive on CCUR short term - up to a year or so. I think the long term outlook is much less visible. If you tell me whether the long term declining trend in its core realtime business will continue and how long expected initial successes in VOD will last in the face of competition from much larger and far better financed competitors (that will certainly emerge if the market amounts to anything), I could comment intelligently on the long term. Contrast this with Coke as to its outlook for the long term and you should see my point.