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

To: Larry Kagan who wrote (7367)	3/5/1999 2:04:00 AM
From: The Ox	Read Replies (1) \| Respond to of 21143

usatoday.com Jupiter estimates there will be 61.3 million online households by 2002; 78% will access the Internet through dial-up access providers, such as America Online; 12% through cable modems; 6% through digital subscriber lines; and 3% through wireless connections. 12% of 61.3 Million = 7.3 Million cable modem users. How many IVOD ready set top boxes will be in homes by 2002? How many IVOD streams will be needed to supply these users? Do we know what the ratio of streams to users the industry is using for calculation purposes? Then can we assume that CCUR will get 20%(or higher) of the market? How many servers will CCUR need to build by 2002? What's the expected revenue per stream and what's the gross margin per stream? I've got some educated guesses, any one care to state theirs?