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

To: Larry Kagan who wrote (6564)	1/20/1999 11:04:00 AM
From: Goodboy	Read Replies (1) \| Respond to of 21143

There is a lot going on right now in telco land as to the DSL technologies. The problem is and has been a lack of standards for the industry. This would allow more companies to design hardware and software that would work on any telco backbone. This is still not the case. There are many innovative "last mile" solutions in the pipe right now (forgive the pun) and I believe some of them will be successful. In the near term (next two years) I expect the telcos will have some success in broadband internet access via high speed modem. I think they will fall far short in terms of video delivery and replacement of cable broadband video offerings. In addition, the cable companies such as Time Warner and Comcast own much of the content from movies to cable networks. I doubt they will be accomodating to any new multichannel providers. It will be interesting to see how the telcos respond in the future to the "bundling" of services concept. They are in trouble in this area. When a telecommunications or video provider runs into competitive trouble, you can bet your ass they will cry to Congress and petition the FCC (Witness Echostar, small broadcasters, AOL). When competitive innovation creates Jurassic Park out of current business models, the natural reaction is to seek goverment regulation for protection. The MSO's don't have a lot of friends on the hill, but they do have a powerful lobby. Watch the Oregon case closely. If Cable must open its platform to other ISP's, Congress will have reneged on their promise and incentives of the 1996 Telecom Act. I think it is very important to understand how regulation, poitics, legal matters and competition will play into which and how certain technologies and services are delivered. It is one of the reasons that I am very confident in the current VOD model that the MSO's have endorsed.

To: Larry Kagan who wrote (6564)	1/20/1999 2:20:00 PM
From: Goodboy	Read Replies (3) \| Respond to of 21143

For those that are still strictly focused on the VOD potential of CCUR (or more specificaly VOD for cable), I suggest you check out the CCUR events newsletter as soon as it becomes available online. You will see that what is happening to the real time business is not only exciting, it is profitable. I have a friend who works at Wind River and they, along with many other industry watchers, expect the embedded marketplace to explode in the coming years. I will be the first to admit that either CCUR should split the company because both of their new core businesses (VOD and real time OS software) will need capital funding and have major growth potential. I doubt under the current stucture of the company that both could be properly exploited. Some how seperating these two businesses would unlock value for this company, but also provide a better structure or platform to enchance, invest and market the respective products and technologies. The letter should be on line soon. I just got mine yesterday.