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

To: Nimbus who wrote (3825)	5/22/1998 12:08:00 PM
From: Christiaan McDonald	Respond to of 21143

This is not a $3m charge. This is a debit to capital of $3M and then a charge to earnings of $3M resulting in nothing but a paper exercise and will have no resulting effect on the balance sheet. This a lot different than a "3M charge". A 3M charge reduces the net worth of the company by that amount but this has no effect on the balance sheet. In other words SFA works for nothing unless the stock goes above $5. Since SFA seldom if ever works for nothing, I would say they feel pretty darn good about the stock going above $5. The net effect on CCUR is they sell 2M shares of stock at $5 putting $10 mil in the coffers with no sales expense at all. Not a bad deal at all for CCUR and maybe a darn good deal for SFA. Ken

To: Nimbus who wrote (3825)	5/22/1998 12:28:00 PM
From: jeffbas	Read Replies (3) \| Respond to of 21143

I can't answer where I think the stock will be over the next 12 months without a model of VOD sales over that period. Assuming decent success with publicity - $3.50 - $10.00 Outstanding success, with publicized sales soon - $4 - $15.00 Mediocre success, with little more than some hotel sales, and no highly visible VOD sales, but some markets where there is VOD testing - $3 - $6.00. I think that pretty much covers the bases. (I would cut the low end prices by $.50 in the event of a meaningful market selloff in tech stocks.)