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

To: Valery Portnov who wrote (3904)	5/30/1998 10:59:00 PM
From: jeffbas	Respond to of 21143

CCUR has more dramatic upside potential than SFA, but is more speculative. Both of them are not pure plays. SFA has had the good news announced and, hopefully will put better EPS on the table to drive the price higher. CCUR has had no contracts announced, but just its position as a key player validated. SFA went from 16 to 22 on the purchase orders; so you could say that gain has been missed for a current SFA buyer, while it has not for CCUR. If I had plenty of capital available, I would own equal dollar amounts of both. I think that CCUR could triple and SFA 50-75%. If SFA works and CCUR does not, you still make more than the bank on the package, without giving up too much by having half your money in SFA. I would not buy SEAC. We had on location reports that they did not have their act together. There is enough difficulty with investing in companies that appear to have it all together, without adding the risk that a company that seems to have problems will solve them.