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

To: Christiaan McDonald who wrote (6030)	12/14/1998 12:28:00 PM
From: port_mgr	Respond to of 21143

For the record. The sale was all of the individual's holding. He had not been selling before. The timing was dictated by an extraneous but significant event, which was not expected but required action asap. The trade is done. The new owner of those shares is a highly regarded individual investor (whom I wish I could reveal as everyone here would know him and his reputation for making money -- large sums of money). He is also a man of the highest integrity, and he did not buy the stock to trade out of it up a fraction, or even a %, but rather at a multiple of his cost. Anyone want to go back to discussing when who rolls out where? Or how about, "why are the insiders at seac selling so much stock at such a "low" price?".

To: Christiaan McDonald who wrote (6030)	12/14/1998 2:12:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21143

Just a bit of news for those following the 99 rollout versus 2000 rollout debate. The two companies that proclaim a 2000 rollout are SEAC and GIC. The two companies that beleive in a 99 rollout are SFA and CCUR. Another point of comparison is that GIC doesn't have a interactive digital box (DT-5000) until late in 1999 and Seachange has had problems with their server. SFA will deliver 100's of thousands of set top boxes in 1999 and built the bulk of the 45 plus installed digital head ends, while CCUR has successfully been testing and demonstrating their server as a "ready to roll" product. With that factual background, we also know something else. Over the past 6 months, both CCUR and SFA executives have either bought stock or excercised options without selling (start the cap gains clock). Over the past 2 months we have seen insiders of both SEAC and GIC selling. In fact, insiders of GIC sold about 490,000 shares over the past month. While many reasons can exist for selling, only one exists for buying.