I don't think it's a matter of who will survive at this point, probably not ever. I think there is enough business for everyone. However, I do own CMTO and feel that they have the advantage. Product is faster and easy to upgrade. CMTO has good Noise Solution, Security, IP Telephony. CMTO is a smart little company. Time Warner likes CMTO as well. I am long CMTO, there are years of growth ahead for this industry. Not only one of the Hottest if not the Hottest business on the planet at this time, along with telecom. The Internet is exhibiting such growth and it's only just beginning. Only 1% of all Internet users online at this time. Everyone will need an Internet Connection. I feel that CMTO will win out in the long run. Cable, Wireless, Copper. Not to mention, they are the developers of a vital technology "Packet Technology". Different environments will need different types of Internet Connections. Folks, this is a GROWTH AREA THE LIKES WE HAVE NEVER SEE BEFORE. Even Allen Greenspan is scratching his head. Check out the below numbers.
On the Internet, there is no Shortage of Information, but Wisdom is a Valued Commodity.
It has been said that it is not Timing the market, it's time IN the market!
142 million Web users worldwide in 1998
502 million web users worldwide in 2003
That is 72 million per year or 197,000 a day.
63 million web users in United States in 1998
177 million web users in United States in 2003
That is 23 million per year or 62,500 per day!
Source, IDC's Internet Commerce Market Model, version 5, March 1999
~ ~ ~
Here is some more of the future..............IDX, Identix, Biometric Secruity. This technology will be used by us all daily very soon. Listen to conference call on VCALL, www.vcall.com Have A Great Day!
CMTO -9/16 Tern -1/8 SFA +1/4 GIC +15/16. No real strength here today. It is not confined to CMTO. Not even the Settop Box guys are doing very well.
Good Luck! |
