Cisco just bought Scientific Atlanta to get into the VOD market. Why didn't they buy CCUR? It's so much cheaper.
I owned SFA at a time and sold it for more then CISCO is paying.
SFA serves a completely different purpose for CISCO. Together with Linksys, CISCO will make the SFA boxes into a consumer product. Buy the box and you control all you TV viewing. A play on a VOD future but only at the consumer end.
CCUR has disappointed in recent years due to an incompetent management- now replaced- and to the nature of continues delays in cable companies equipment orders. Also VOD didn't catch on as quickly as assumed- and there is still problems with the studios releasing product.
Now, VOD is talked about all the time. VOD on everything. I'm betting at the end people don't want to watch TV on their cell phones but on big screens at home with the product coming from either the cable companies or the telco wires. CCUR is still one of the leaders making that possible. CCUR is changing into a software rather then a hardware company. How that will work is anyone's guess.
It is a risk. And a stock that consistently irritates. But IMHO, betting on a VOD future, at such a cheap price, a risk worth playing. And then there is their Real Time computing- the subject of this article- that has been getting some traction.