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Technology Stocks : COM21 (CMTO)

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To: Redfisherman who wrote (1567)1/23/2000 11:14:00 AM
From: michael sabarese   of 2347
 
Tern<"creative business model">,<"revenue growth more rapidly augmented by capital gains">.

They could be walking on thin ice. Some have stated that Terns proprietary <S-CDMA> offers greater QoS (select bandwidth allocation to each home) and reliability ( handles noise better-less bandwidth degradation as users increases) If the game plan succeeds, selling more headends, expanding into newer markets like DSL and voice solutions, using more and more leveraged stock for strategic acquisitions to quietly becoming a true cable infrastructure company rather than just a low-margin "possibly legal" CM provider, is one "possibliity". The other is not so pretty. Its a long slippery slope down the other side and if there are put options available to buy I will be there. Redfisherman and Pat- Thanks for the research and TA on CMTO. Loooong CMTO
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