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

To: Nimbus who wrote (6902)	2/6/1999 7:41:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21143

CCUR stock plan has nothing to due with the recent run up in the stock. Many large players including at least one investor that is already a 5 percent owner have been buying. The momentum is building this time with the underlying events at hand. Unfortunately, the last time the stock ran like this, we were in front of nearly 4 plus months of silence on VOD and VOD activities. Lots of posters on Yahoo and here posted negative stuff. Traders traded out and those who really don't have a grasp on CCUR's prospects or are nervous sold out as well. Too bad because this is and will be a great long term investment. We are moving into a very active time for VOD in the coming months and for CCUR as a company. I think we will learn a lot about CCUR's strategic direction starting next week and then more as we go along. The seminar series with Campus Televideo is just one of the many alliances that will move CCUR into a leading position in a lucrative niche. I wonder who they will team up with to attack the corporate intranet world? Stay tuned. AS for Diva, I think it is smart that they take their concept overseas. I would imagine there are a number of small cable systems that would welcome them and their model. As for the large ones, well if they don't have the money to buy their own head end equipment, upgrade their plant and purchase servers, then I think Bill Gates would gladly lend them 500 million or so as we saw him do last week. I don't think NTL out of the UK is going to take Microsoft money and give up 40 percent of the revenues of VOD to Diva, nor will any major operator that isn't foolish. My guess is that the combined small systems in the UK and US along with some mid size systems should allow Diva to grow. My issue with them is the cost of their server in terms of their bottom line profits, the lack of demand from the top MSO's and I question if their market is large enough with enough profit margin to justify their balloning convertible zero coupon bond (converts to over $400 million and cash interest payments will be due in 3 years). Looking forward to Monday. I feel real good about it.