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

To: Don Hand who wrote (6285)	1/2/1999 12:37:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21143

Nice find on the article Don, thanks. I like the quote from Mcdonald when he says you can lose in technology if your too early or too late. I think we all agree that CCUR has arrived just in time. Digital interactivity for the home carries with it a lot of baggage and battle scars. Everyone has been burned over the past 5 years. Time Warner took hell for the full service network, SFA's profits have been poured back into digital R & D at a cost to their shareholders, MSO's and telco's lost millions in testing and trials of expensive and non-commercialy feasible technology and networks, investors lost millions betting that this would all happen over 3 years ago. The bottom line is that nobody wants to bet on this thing happening until it is happening. You will find few sectors that have this much baggage to carry. Our stock is not up because the bulk of the investment community isnot yet ready to bet on a company in the third tier of the digital roll out. First they bet on the cable stocks, then after the AT&T deal, they bet on the set top box makers. Soon they will bet on the other equipment providers and then on the new service and software technology companies, many of which are still private. Somewhere in this mix, CCUR will be bought out or command a much higher stock price.

To: Don Hand who wrote (6285)	1/2/1999 2:15:00 PM
From: Don Hand	Respond to of 21143

off topic: obscure industry news regarding IBM biz.yahoo.com Is this IBM sneaking in the door to play or not related at all ? CCUR ended their relationship with NIPPON subsid. with NIPPON buying out of the deal. Related events ? Okay I am fishing too much. Too much time off. Notice the chip being used in this companies STB.