SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Concurrent Computer (CCUR) -- Ignore unavailable to you. Want to Upgrade?


To: DEER HUNTER who wrote (3795)5/20/1998 5:37:00 PM
From: Dave Swanson  Respond to of 21143
 
Thanks, to Mr. Bash, Mr. Allen, and DH... all the "negatives" are
short term (IMO), or problems for the traders, or the just plain impatient, not for me. I gotta figure out how to get more....
Goodboy, change your handle to GOODBUY



To: DEER HUNTER who wrote (3795)5/20/1998 6:11:00 PM
From: James M. Bash  Read Replies (1) | Respond to of 21143
 
Yes, someone can try to read in negatives if they want.
The announcements say the agreements aren't yet in the
"definitive" stage, however what does either company
have to lose by solidifying the deal? In point of fact,
both have much to gain...

Also note that SFA is now specially incented to sell
CCUR's servers, over and above any others. (We saw
no such equity arrangement with SEAC.) It's effectively
a subtle/preferred product endorsement, as well as a
form of profit-sharing which gives SFA strong motive.
I don't think SFA would bother with any of this if they
didn't believe that CCUR had the goods.

I finally bought more today, and am keeping my checkbook
open. Time Warner is taking delivery of SFA's set-top
boxes as we speak, for imminent deployment. They'll need
the other "end" pretty darn soon...