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


To: steve olivier who wrote (6355)1/7/1999 1:05:00 PM
From: Nimbus  Read Replies (2) | Respond to of 21143
 
Not negative really ....

I like CCUR ... but I watch them and the competition very closely. I study what everyone offers intensely. I don't have a lot invested here, but enough to keep me very aware.

I wish VOD would happen faster, but I am realistic, and I believe TW when they say that they are going to do field trial's first, which I have stated over a year ago was essential to success, and was slammed severely here by the usually crew of KNOW IT ALLs.

NO ONE is gonna get volume server orders until all the fixes from the trial(s) are rolled in. That is the plan for 1999+ and CCUR will have to hang on. Given the cable companies string of broke promises and failures to get anything done, I wouldn't be surprised if we still have a 2 year wait ahead of us. As for CCUR, if I look how they have scaled back on R&D in RT and the complete lack of RT promotion, 99 and 00 will be VERY interesting in regards to performance. What are your estimates ?

BTW, I may be the most dedicated and patient investor here.