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

To: Nimbus who wrote (7030)	2/10/1999 8:14:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21143

I know it. I don't know anything. I just make up stuff and post it here for amusement. Let this simple phrase sink in and then repeat it to yourself over and over again until the concept makes a dent. BANDWIDTH COSTS MONEY! Internet access is not the only service that will be offered through the cable pipe. And if you are silly enough to think that the cable companies will allow the "holy grail" of applications be given away free through their cable lines after the billions of dollars they have spent and will spend in the future, you are even more clueless than I thought. I don't close my eyes to the competition nor do I ignore up and coming technologies. I am simply not foolish enough to beleive that just because particular technology exists or a delivery design or methodology is put forward that the industry or players will embrace it. A lot of people, companies, concepts, wannabe standards and protocols have been left for dead in the Cablelabs process over the last few years. The same will happen with the Telco's and DSL technologies. I would love to teach you more about all this stuff, but I have some fairly smart people to meet for dinner (two of them own CCUR). In summay, VOD is a stand alone money making service that will expand into other and more interesting content. Their will always be a special dedictated application server to handle it. My bet is that at least 20 percent of the MSO's in the country will choose CCUR. I am sure some will choose SEAC. Maybe some will choose Ncube (I am sure some of the telco's will choose Ncube because of their long involvement in trials) and some may choose a new server we have yet to hear from (Unisys). The bottom line is that my lowest expectation means a very profitable future for CCUR. Wake up rent!