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

To: G. Thomas Kaiser who wrote (7274)	2/22/1999 9:13:00 AM
From: Goodboy	Read Replies (1) \| Respond to of 21143

I just read a very interesting new report on the Video on Demand segment reccomending that investors buy this year (don't wait) into the companies that provide VOD. The report covers every company that I know of including SEAC, CCUR, DIVA, Skyconnect, Vivid, Prasara, Intertainer, Celerity and others. It is hard to read this piece and realize the analyst does not have a recommendation on CCUR. He mentions that he has a buy rating on one of the companies in the report, but the others are not currently rated. I would suspect by his report that he is planning on covering more companies in the sector. Out of the 14 companies mentioned, which includes Lodgenet and Oncommand (I will exclude them because they are hotel only utilizing others technology), only 3 are publicly traded. Those are Seachange, Concurrent and Celerity. I would think that Celerity's current financial situation would keep an analyst away for the near term. That leaves two companies, of which SEAC has a buy reccomendation. While most here believe the next major catalyst is server orders (which it may be), I believe it will be initial coverage of the VOD sector resulting in at least 3 new firms covering CCUR in the coming months. Whatever may become of real time if the rumors are to be believed, will likely provide the catalyst for the coverage (why write a report that incorporates a significant discussion of the RT hardware and software business when it may end of spun off or sold?). By the way, I just had a recent conversation with an industry type on Diva. One thing that I didn't consider and that he mentioned was that unlike CCUR, DIVA has a proprietary platform. This is OK because Diva is responsible for upgrading and integrating their own technology, however this would be a major negative in terms of selling the server as a stand alone (CCUR model) since the MSO would have to rely heavily on Diva for integration, updates and a supply of new servers. Time Warner is so paranoid about this that they forced SFA to license their Explorer 2000 set top technology to two other companies (Pioneer and Toshiba) to prevent having a sole supplier. This is from both a pricing perspective and a technology prospective. For those that don't know, CCUR has an open platform allowing the operator to upgrade and expand the system with new advances in storage, speed and memory. Just trying to post some useless infromation as usual.