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

To: Sam who wrote (6904)	2/6/1999 8:39:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21143

Sam, I will send you a private message on Monday. I am not yet prepared to comment on your question. As you may know, I do a lot of research into the industry and lately it has yielded some new ideas that I do plan to share with the board. It amazes me how little the Street knows about this segment and how big it will be in its various niches and broad areas. I think Ncube will be one of our competitors when you define VOD as they do. Under the Ncube paradigm, VOD will be bigger than any of us have guessed (Corky even said it was scary how big this market can be). On the other hand, things are just starting to roll with CCUR. No doubt that CCUR will be the first stock that is bought by those who are looking one step beyond SFA or GIC and I mean real money. We may have just recently seen new money enter the stock (although I do know that at least one 5 percent owner was a buyer). CCUR's growth rate in both sales and earnings on a forward basis is much higher than GIC and SFA combined. Once that is clear, this could get stupid. For the moment, I am glad the market is starting to value CCUR on its VOD position and potential as well as its RT servicing, hardware and software business.