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: Goodboy who wrote (7044)	2/11/1999 8:46:00 AM
From: Christiaan McDonald	Read Replies (2) \| Respond to of 21143

Goodboy, lets don't be too hard on our buddy, TM. Actually I am beginning to feel a little compassion for him. Four months ago: 1) His company was on the verge, according to SEAC website, of announcing rollout of IVOD at Austin, Texas. They were going to be first Time Warner rollout, which was fine with me, I will take second any day. 2) Also, SEAC announced that before the end of the year they would announce THREE more MSO's they were rolling out with. 3) Then, all of a sudden, things changed. The system just was not ready yet. Tmrent came on and posted many times how it was going to be several months before the system was ready. 4) SFA announced that they had a successful installation with Marcus and then Monday night we learned that the servers were CCUR's and things worked fine. No system problems like Tmrent had talked about. 5) Now Tmrent has all of a sudden dropped the system problems story and gone to this wild stuff he is now posting. Tmrent reminds me of a stand up comedian that has been sent on stage to entertain the crowd until the opening act is ready. Now he's just about to run out of stories. Hey, Tmrent, I for one don't want SEAC to have problems with their server, it's holding up CCUR if they are. We're not the enemy here. We're all in the same boat, we need to get this stuff going. If there is a minor glitch, that doesn't mean SEAC doesn't have a good server, everyone has minor glitches. But please Tmrent, spare us the comedy act. Ken

To: Goodboy who wrote (7044)	2/11/1999 12:48:00 PM
From: jeffbas	Respond to of 21143

I think the paradigm is as follows: IVOD is to Blockbuster as Internet shopping is to Macy's. In neither case does the manufacturer lose his per product sold profit. The distribution mechanism changes and the old distributor gets hurt for having an inefficient mode of distribution. I think this conversation would have been more interesting if it had been on the merits of IVOD versus cable modem or ADSL Internet service to deliver interactive pay per view product that is now sold in Blockbusters (ignoring the additional porno opportunities). I would like to have more knowledge here as this might be a more serious risk?