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


To: Christiaan McDonald who wrote (6390)1/8/1999 11:26:00 AM
From: Goodboy  Respond to of 21143
 
I guess one has to ponder what will happen when many of these digital systems go live in the coming weeks. I have spoken to many a high horse money mover who says until they can walk into a cable MSO's subscriber home and sit down and fiddle with the interactive system, they won't be willing to bet the ranch on it happening. The only reason they have jumped on SFA and GIC is primarily based on the TCI/AT&T deal along with the Paul Allen investments. Reason number two is that both GIC and SFA have become hot takeover canidates.

Investors (high horse types) are just starting to ask the right questions. What question is that? "Are there any other ways to play the digital broadband roll out beyond SFA and GIC?" Then they say "Concurrent who?" There not saying that in the cable indusstry anymore, but back in March they were. I suspect by Q2 this of this year that most of the telco/cable/digital investors will know about CCUR.