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

To: Christiaan McDonald who wrote (6715)	1/28/1999 12:17:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21142

I think Ncube is still very much in this game. As a private company, they can be stealth in thier deals and sales. Actually, it is Ncubes mindset and strategy for this business that is very exciting for CCUR. They view VOD for the cable and telco market as a small fraction of a massive market that they define as Interactive Multi-Media (IMM). This confirms my view that the VOD market that most are so focused on is a peanut compared to the overall IMM market. While I do not want to give TM any ammo for his negative CCUR commentary, he was partially correct that video servers will be the core of this emerging technology. His mistake is to believe that Ncube, Sun or Unisys will be better because they use the Oracle database. I think his assertion falls flat in many areas and he will soon find out why! How is that for a little info TM? Intertainer is one of the service based models that will offer this IMM model (and they ain't using Ncube). It would be a huge mistake to think or believe that CCUR will not grab a big chunk of this market, which will include both intranet and internet products. Ncube will be a player in that market and they will be big competition for CCUR. If we were to establish a 5 or 10 percent market share in this segment (intra-internet), watch out.