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

To: port_mgr who wrote (5272)	10/5/1998 3:37:00 PM
From: Nimbus	Read Replies (4) \| Respond to of 21143

CCUR is solid Considering the bath being taken by SFA and CD and others .... I'm proud of how CCUR is holding up. This says FLOOR to me, and when things reverse we will be fast out of the gate. Sept/Oct are always tough months .. but this too will pass.

To: port_mgr who wrote (5272)	10/5/1998 8:45:00 PM
From: jeffbas	Respond to of 21143

The corollary to our comments is that the market is NOT efficient. As you noted there are plenty of smaller companies that do not need financing that will substantially reward the patient. In the last analysis, a large competitor will eventually put the correct price on a smaller company that has the goods and fits in with its strategy, simply because it is cheaper to buy than build. (But you may not get the overvaluation you can get in some of these larger ones that have paid plenty of "bribes".)