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

To: Goodboy who wrote (3814)	5/21/1998 11:40:00 AM
From: Arthur Tang	Read Replies (1) \| Respond to of 21143

Thank you, goodboy. "Arbitrage" is stepping in front of another buyer to buy the stock first; then sell them to that buyer at a profit later. Negative part of a warrant is the dilution on earnings per share. Positive part of the agreement is, a pay off has been made, without a deal yet. The stock pulled back due to overbought; on suspected future VOD contracts. Will take a few days to clear up. Warrants are usually made on striking price higher than the market; CCUR made it too low. So, the stock pulled back. Otherwise, the market makers have 2 million more shares on the market, right away. However, warrants seldom are converted to stock, no advantage to the company. Yahoo message board thread has no effect on CCUR stock movements.

To: Goodboy who wrote (3814)	5/22/1998 7:36:00 PM
From: Randolph Gwirtzman	Respond to of 21143

Your analysis is dead accurate. I believe that the warrants are a smart way for CCUR to cement its partnership with SFA in a relatively inexpensive manner. Though the warrants have a dilutive effect, you correctly point out that in an efficient market that effect will be priced in (it probably has been over the past two days, which explains in part the slight downward price pressure). Given the multi-hurdle structure, SFA has a real incentive to direct business CCUR's way. Randy.