Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Christiaan McDonald who wrote (6961)	2/9/1999 8:14:00 AM
From: Don Hand	Read Replies (1) \| Respond to of 21143

Sorry; I did not mean the tone of accusation. Frustrating to see opportunities to go by. Companies need to get assistance on how to handle Internet chat boards. The boards are not going away. Smart companies would figure a way to issue information or stop bad information. I have another stock in which the CFO actually calls an investor who he knows is on SI and gives him the kind of information that he would a stock analyst. I am not going anywhere. I have been buying over time. Not in your league but more than 50 percent of my investments. Later Don

To: Christiaan McDonald who wrote (6961)	2/9/1999 8:39:00 AM
From: Goodboy	Read Replies (1) \| Respond to of 21143

Ken, that has been a recipe for sucess in many of the companies I have invested in over the years. The cash flow positive business that is being generated by real time (hardware, software and servicing) is being used to finance the R&D and sales and marketing expenses. As we have noted on this board, last year CCUR would have earned north of .21 cents per share had we not invested heavily in these two areas. By spinning VOD into a seperate company they would hit paydirt in several ways. As you pointed out, RT would be a cash positive earnings machine and could operate more effectively as a stand alone operation. CCUR/RT, no longer burdened by VOD expenses would have the flexability to use it's cash flow for RT R&D and deliver earnings and growth in high margin software sales. Maybe even setting itself up to be bought by a competitor. Mediahawk, the VOD spin out would be majority owned by CCUR shareholders, but new capital would be pumped into the company via an IPO through a investment bank that is familiar and bullish on the digital roll out (BT Alex Brown, Raymond James, etc.). This would provide the investment banking fees to the street, get Mediahawk street coverage, put a cash into the company to fund the VOD roll out and give them a new currency to do deals (aquisitions were mentioned by one of the analysts on the call). Ken, I think you have got it right. In fact, I was giving the White Rock purchase some serious thought last night (along with a long post about my thoughts) and I think that maybe they are smarter than I am in how I have been viewing the current situation. It makes sense that they did not buy up another 2 million shares for good earnings or in the belief that CCUR is about to recieve a huge VOD order (although I won't count this out completely). It does make sense that they see a catalyst in the form of a real time sale or VOD spinoff as you have mentioned which would unlock hidden value and gain coverage (along with new cash) for the company. I don't want to say that we have been misled on the conference call. If they are negotiating a deal like this, they should do it privately. I would hope that when and if it is announced that it gets out before some alias over on Yahoo post the rumor first.