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


To: jeffbas who wrote (6561)1/19/1999 7:37:00 PM
From: puborectalis  Respond to of 21143
 
Jeff,you're absolutely right.BTW,did I sense some interest in our ELTX and SUL prices today?Nibbling?



To: jeffbas who wrote (6561)1/20/1999 10:48:00 AM
From: Larry Kagan  Read Replies (2) | Respond to of 21143
 
Thanks Jeffrey. They have an excellent client in @Home, but I really wonder about this:
To the extent that the internet and the cable TV networks are converging, which companies are best positioned to benefit?
STB manufacturers? Cable modem manufacturers? (Aren't those becoming one and the same?) Networkers? Broadcasters? (Time Warners PE is huge) Systems vendors who can transcend any physical medium (CCUR?)? No way its the phone companies. IMHO, they have to be the big losers here, but the size and speed of this descent is an unknown.

-Lk