06-26-2013, 04:35 AM
Lebed himself joining in on the same theme. From this afternoon email (Jun 25)..
The biggest plays on Wall Street today are "Big Data" companies with"Big Data Analytics" solutions capable of extracting HUGE value from "Big Data" in the form of information and insight that will provide a company with major competitive advantages. Tableau Software (DATA) went public last month at $31 and is now trading for over $54 with a market cap of $3.11 billion or 22X sales!
It was just announced on June 18th that Accel Partners (the VC firm that funded Facebook) is creating a $100 million Big Data 2 fund: http://www. datacenterdynamics.com/focus/ archive/2013/06/accel- partners-establishes-us100m- vc-fund-big-data-startups This comes after creating their original $100 million Big Data fund in November of 2011: http://techcrunch.com/ 2011/11/08/accel-debuts-100m- fund-to-invest-in-disruptive- big-data-companies/
One of the industries that "Big Data" will revolutionize is cable TV. If you read the following article "How Big Data Keeps Cable TV Watchers Hooked" it starts out by saying, "For Time Warner Cable, one of America's largest cable and broadband firms, Big Data helps determine the course of both their marketing efforts and their network infrastructure." http://www. fastcompany.com/3004619/how- big-data-keeps-cable-tv- watchers-hooked
Time Warner Cable is using the Big Data Analytics solutions ofConcurrent (CCUR)! Go to the following link to learn about CCUR's Big Data Analystics solutions: http://ccur.com/ home/products/media-data- intelligence/media-data- intelligence-up-close
You will see that, "CCUR's highly scalable "Big Data" solution platformprovides essential business intelligence for many groups in an organization, including: business management teams, marketing teams, programming teams, advertising teams, and operations teams! CCUR's intelligence solution provides critical guarantees for the quality, integrity and timeliness of the data being extracted, organized and presented to various stakeholders. CCUR's analytics consultants work with its clients to identify key information, and provides direct access to custom or pre-designed reports and dashboards. CCUR's platform utilizes best-of-breed, proven cloud computing technologies to scale based on a company's needs, and all data is privacy-protected for security purposes."
Then check out this PDF of about CCUR's Big Data Analytics:http://ccur.com/docs/default- document-library/mdi-solution- summary.pdfand learn how CCUR utilizes only the most advanced technologies to tackle the daunting “Big Data” challenges facing operators today including: Hadoop, Hive and hbase, just to name a few. Once usage data is collected from various sources and correlated, the data is unified and accessed through the media intelligence portal for analytics and reporting.This highly scalable "Big Data" solution platform enables business management, marketing, programming, advertising and operations teams to optimize their multi-screen services offerings!
In my opinion, CCUR could rapidly double or triple in value as the word spreads about its "Big Data Analytics" solutions in the week ahead! All of Wall Street is searching hard for "Big Data" plays and CCUR is completely undiscovered at this time!
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I am affiliated with a firm that owns 235,093 shares of CCUR that they intend to sell in the open market and can sell at any time. This firm reserves the right to add to its CCUR position at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer. htm

