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

To: Goodboy who wrote (7017)	2/10/1999 10:14:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 21143

Goodboy, I do not have the extremely bullish bias you have, probably because I do not have your expertise in this area. But I know the stock market and psychology. If my memory serves me right the odds are better than 50/50 that if you are riding on an airplane, the person sitting next to you knows someone that knows someone you know. The point is that when VOD ends up available in homes somewhere it is going to be talked about everywhere. It will, in my opinion, pick up some of the kind of glamour on the Street that the Internet now has. I think that CCUR is likely to get grossly overpriced irrespective of what eventually happens 3-5 years down the road. CCUR is not grossly overpriced today. Therefore, if CCUR ultimately has a minor role, I believe the stock goes to $10. If it ultimately has a clearly visible role the stock goes to $20. That view is why, like Ken, I just sit tight with a position that I am comfortable with, and don't trade. I also suspect that this logic is partly what has Whiterock buying so much.

To: Goodboy who wrote (7017)	2/10/1999 6:38:00 PM
From: Nimbus	Read Replies (2) \| Respond to of 21143

You decide: Watch a $5.99 2 hour movie once from an MSO controlled Head-end Server or download a 2 hour movie in 15 minutes (27Mbps) from an internet site (for FREE in most cases) using a cable modem and watch it as much as you want ??? On the screen the result is the same. In both cases the movie is MPEG encoded at 3 Mbps, EXACTLY the same file, one is downloaded, and one is streamed. And for your information, the same amount of cable bandwidth is used; in one case I hog 3 mbps for 120 minutes and the other I hog 27 Mbps for 15 minutes. With the incredible wealth and depth of video material on webservers the writing is on the wall for this approach. The $50 of disk is a mere 1.2 GB on most peoples PCs so it is the BUYER who has already born the cost. I think it is this exact scenario that is causing the delay in buying these expensive single usage headend VOD servers because people using cable modems are already receiving great internet full screen full motion MPEG videos for simply a monthly cable modem charge, and tolerating some ads at the website to get the free movie files. If the MSO restrict web serving to everything but sites with video's then watch the public uproar. This is a real pickle. I would not be at all surprised if Headend VOD is overcome-by-events via cable modem internet video downloading, rendering Headend IVOD an obsolete concept. Of course, if Goodboy disagrees then it won't happen because he is GOD.