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

To: Goodboy who wrote (6955)	2/8/1999 10:57:00 PM
From: Ed Newman	Respond to of 21143

Just listened to the Conference Call and I felt it to be extremely upbeat, informative, very positivie going forward, and I do not understand where the disappointment lies. I am bullish, long, confident (long term) and if we lose some in the morning, so be it. The best is yet to come. ed

To: Goodboy who wrote (6955)	2/9/1999 8:00:00 AM
From: Christiaan McDonald	Read Replies (2) \| Respond to of 21143

One thing I think for sure that is going on is the separation of RT and VOD. The move to Atlanta of VOD, the setting up of two completely separate presidents, etc. etc., which by the way is costing money and impacting earnings. The grapevine has been reporting, here and on Yahoo, for several weeks now that RT is being sold. If it were me, this is what I would do. I would spin off Mediahawk, .25 shares for every share of CCUR. Keep all cash in RT. The spin off would give current CCUR shareholders 12 mil shares of Mediahawk. Go to Raymond James and do a secondary of 3 mil shares @ $10. Net after expenses, that would give Mediahawk $25 million to operate on until profits start coming in. In the meantime CCUR (RT) would have 6 mil cash and be making profits of $0.20 to $0.25 per share since VOD expenses would be gone. Since RT is now on the upturn again, CCUR (RT) should carry a PE of 20 to 25 at least making the stock worth $4 to $7. Mediahawk would then have Raymond James support and could move upward from $10 as the roll out proceeds. Ken