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


To: Christiaan McDonald who wrote (6349)1/7/1999 9:58:00 AM
From: Nimbus  Read Replies (5) | Respond to of 21143
 
3 Weeks is Dated ?

When are YOU going to post something of relevance Ken ?

All you do everyday is state your agreement with anyone who posts something favorable to your stock position, and slander all others. You have not posted anything of real substance here in months. When are you going to give something back ?

I do find it amazing that the "press" is only writing about DIVA and SEAC, and I have not seen even one article since the Western Show about the CCUR server, and I get all the rags. The "press" does not have a gag order as CCUR does, so the lack of coverage means only one thing.

And for the 10 zillionth time, I do not and have not worked for SEAC, TNCX, or DIVA .... nor do I have any money tied up in any of them. I DO HAVE MONEY IN CCUR, otherwise I wouldn't bother following them. Please quit your LIES in this regard.

But I am realistic about the VOD timeline, and I even believe in 1999 CCUR could have several quarters with negative earnings. The loss of revenue and earnings from declining RT will not be compensated by VOD for at least a year, if ever. I wish they would take on some debt to assure that they can do everything they need to do to be successful in VoD. What they have spend on VoD is a slight fraction of what DIVA has spent, and you can't get by on the cheap in this league.

SEAC has significantly stepped up it's MediaCluster offering too, and being that it is made up of low-cost high-end networked PC-NTs, and has almost a "free" means to achieve high fault tolerance (99.9+%), there is NO WAY that CCURs UNIX based VME solution can be built cheaper. CCUR's claim of lowest cost is very suspect at this point. Couple that with CCURs lack of credentials in Video, in large systems, and it's lack of a applicable customer base, does not increase my confidence at all. If SEAC faulters due to it's own internal problems (financial and inside selling) then things could improve for CCUR, but SEAC is clearly in the race big time.

Of anybody, you should be intensely interested in the competition, it could allow you to get your money back in case the "break" CCUR needs does not happen. Will you ride it down to $2 again ? Do you have an exit strategy ? Or will you only sell when it get's to $10, regardless of when and if that happens ?

I'm curious about your expert strategy, as I'm sure others are. We all need a laugh.