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

To: Goodboy who wrote (6568)	1/20/1999 7:41:00 PM
From: Ed Newman	Read Replies (1) \| Respond to of 21143

>>>>>>The letter should be on line soon<<<<<< What letter? e.

To: Goodboy who wrote (6568)	1/21/1999 8:36:00 AM
From: Christiaan McDonald	Read Replies (1) \| Respond to of 21143

Goodboy, I agree that splitting the RT and IVOD would unlock short term value to stockholders. However, Corky has indicated that CCUR can more than double present sales without having to expand the basic facilities, I'm sure they would have to hire more people. That means they could grow to 150 to 200 million in sales without any capital outlays. Since most of the basic costs (R&D, Gen admin, etc.) are already covered, a high percentage of those increased sales would come to the bottom line (this is what got me in this stock) and the bottom line will grow more than twice the rate of sales (you can quote me anytime on this THE BOTTOM LINE WILL GROW MORE THAN TWICE AS FAST AS SALES). I think they could handle a lot of growth, Real Time embedded, IVOD, or whatever, without having to get outside financing. Ken

To: Goodboy who wrote (6568)	1/21/1999 8:39:00 AM
From: Goodboy	Respond to of 21143

This is from the Wind River thread regarding future of embedded systems. Keep in mind as you read this the starting caption on CCUR events newsletter: Real-time software ideal solution for embedded systems; The newest revolution in software has been the explosive growth in embedded systems. With its Powerworks Integrated Development Environment (IDE), Concurrent is positioned to become a major force in this booming market. SOURCE: Orient-Express Hotels Inc. and IBM Corporation Welcome to the Post-PC Era; Hand-Held and Embedded Devices Will Redefine 21st Century Computing, Says Top Researcher NEW YORK, Jan. 14 /PRNewswire/ -- Network-connected automobiles that manufacturers repair and update wirelessly, virtual jam sessions with legendary musicians, and powerful supercomputers that greatly speed up the design of life-saving drugs. These are just a few of the technology breakthroughs that will dramatically change computing in the 21st century, says the top researcher at IBM Corporation. ''After more than 15 years as the center of the computing universe, the PC is about to give way to a new breed of hand-held and embedded devices that will dramatically change the way people communicate and share information,'' Dr. Paul M. Horn, senior vice president of IBM Research, told an audience of New York movers and shakers gathered at the city's '21' as part of the Millennium Speaker Series, hosted monthly by the landmark restaurant's General Manager Bryan McGuire. ''The era of the PC as king is over,'' Horn asserted. ''We are entering an era of 'pervasive computing' in which we will see a dramatic increase in the use of the application-specific hand-held and embedded devices to conduct e-business and simplify our lives.'' Horn has ample resources to back up his claims -- he oversees the efforts of close to 3,000 researchers at eight laboratories worldwide on what will be the two defining technologies of the 21st century -- ''pervasive computing'' and ''deep computing.'' IBM is already at work on pervasive computing technologies that will enable a million companies and a billion users connected by trillions of devices to conduct transactions each day, according to Horn. Pervasive computing isn't about the gadgets, Dr. Horn told his '21' audience. ''The real excitement,'' he observed, ''lies in companies and manufacturers taking full advantage of the e-business opportunities presented by this new model of computing. This is fundamentally going to change the way people send and receive information.'' Dr. Horn cites the example of a totally networked car in which automobile manufacturers will be able to download service upgrades wirelessly to embedded microprocessors and miniature computers. A second major trend lies in what Dr. Horn terms ''deep computing.'' ''It is a reflection of the unprecedented progress we've made in raw computing power, advanced software and sophisticated mathematical algorithms,'' explained Dr. Horn. ''It will help us tackle massive challenges such as the mapping of genes, accelerated design of life-saving drugs and pinpoint weather forecasting.'' Among the futuristic technologies from IBM's labs demonstrated to the '21' audience were fully functional wearable PC's the size of portable cassette players, an advanced display technology that offers four times the clarity and resolution of today's desktop PCs, and a natural language understanding system that allows computers to understand and respond in context to spoken commands. The Millennium Speaker Series, held monthly at '21' (21 West 52nd St., New York City), is a special forum for some 100 invited guests allowing the leading minds of our age to share their vision of the coming century. The series, featuring leaders from the fields of entertainment, business and politics, has already welcomed Johnnie Cochran, Governor Mario Cuomo, Tim and Nina Zagat, Dave Checketts, Jim Bouton and Phyllis George. Scheduled to appear in the coming months are Tom Brokaw (Feb. 4), Michael Bloomberg (Apr. 15), Frank McCort and Dr. Henry Kissinger. '21' is owned and operated by Orient-Express Hotels Inc. SOURCE: Orient-Express Hotels Inc. and IBM Corporation My last point is that the food and service at the 21 Club are way overated.