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

To: Goodboy who wrote (6810)	2/3/1999 9:20:00 AM
From: Christiaan McDonald	Read Replies (1) \| Respond to of 21142

Tmrent sure didn't say he was getting his information from CCUR web site when he was posting his bull about 100 streams. He implied it was his "inside information". Interesting how the story has now changed. Also, CCUR's server is fully compatible with NT. This is always posted in their booth at the shows and has been posted here many times. From my private messages that I have received, the frantic postings by those on Yahoo, and by the intensified postings here by Tmrent, I get the impression someone is in a state of panic right now. I have no idea why but the signs are all there. Ken

To: Goodboy who wrote (6810)	2/3/1999 11:16:00 AM
From: Nimbus	Respond to of 21142

GB. You need to check your Allergy prescription, it isn't strong enough. For the 5000th time; 1. I am a CCUR stock holder 2. I do not own any other VOD stock or bonds, private or public 3. I am not currently working on a VOD server. I just believe that being aware of every aspect of the competition is extremely important, and only FOOLS downplay the competitive dynamics. SEAC clearly is activly countering both DIVAs and CCURs "advantages" both technically, economically, and politically. I think they will do very well, and their direct experience in pioneering digital video on cable over the last 10 years is enviable. I also found the SEAC CC to be highly informative in terms of timing, testing, and product positioning across the industry. I especially appreciated SEACs attention to the technical relationship they have with their shareholders. All we ever get from CCUR is CEO TALK, which is by it's nature very optimistic. The pace of residential VOD "rollout" is not driven much by the server suppliers, but if they want to play they have to be ready and their server has to be bullet-proof. Few can credibly make this claim today. A year from now the key providers will all have their niches picked, and the shareholders of each will likely prosper if they look out 3-5 years further, as it will take incredibly long to build out stream capacity across the industry. During that time a lot of things will happen that none of us can predict the impact very precisely, like HDTV (18Mbps streams) and the "download model." You are so concern about being completely right and others being completely wrong that it seems to have comsumed your life. Kick back dude.

To: Goodboy who wrote (6810)	2/3/1999 7:44:00 PM
From: Ed Newman	Respond to of 21142

I for one have always appreciated your posts regarding potential market share. You have never said CCUR will own the market. You said it will have a fair share. Since this is the next Big Thing, to have any share at all will be good for all of us.... and with the SFA relationship as it is, well, it seems we sit in the catbird seat. CCUR's only negative is the reality that they are not from the cable industry with all the old boy ties of its competitors. That, however, is addressed by the SFA covenant. So, it seems that we are in a very strong position. Good luck to all longs from one of your peers. ed