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Technology Stocks : COM21 (CMTO)
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To: Roger Hess who wrote ()6/25/1999 8:23:00 AM
From: kendall harmon  Read Replies (1) of 2347
 
From aware8 on the Yahoo thread:

CMTO has a foot print of 9.8 million homes through its head end solutions.
CMTO has Casema who is the largest cable ISP in Europe with 1.2 million customers.
CMTO has Telia Denmark which is the 2nd largest cable provider in Denmark.
CMTO has HSAC who has access to 5.5 million homes and rollout for these users just began this quarter and will accelerate rapidly. What is important to note about HSAC is that it operates with multiple small cable providers (which means multiple head end solutions) in rural areas where ADSL is weak.
They have many others but these are some of the more notable ones.
It is also important to note that Casema stated the reason they selected CMTO was becasue of their superior VoIP solutions (read it in the press release on Yahoo news). I find it very interesting that ATT, which now controls cable in the US is using CMTO for the same thing. Remember the reason ATT got into cable was to get back into the local access market to provide both local and long distance voice calls. If this is what ATT wants they will use CMTO no matter what certification they have.
In regards to the 9.8 million homes passed. You have to figure if they stopped making deals today and only had 10% of those customers sign up for cable service you would have 1 million modems sold. In case you haven't checked last quarters earnings, CMTO said they have sold only 126,000 modems since they began business. Thus, even with the most conservative estimates, CMTO's business will grow 750% over the next year to 18 months. Which means revenue will grow to 500 million with 35-40% margins. I say these numbers are to conservative.
Todays news was worthless becasue modems are purchased by cable operators where CMTO is number 3 in the world. The entire purpose for these tests is to allow everyone time to achieve interopability. Besides, these modems will not be sold in mass in retail stores for quite some time...by christmas at the earliest. By then CMTO will have long passed certification. Until then they have proven products that will continue to be shipped as they were today. The next news we will have is earnings where we will see 175% growth.
Let the wizz[a short who posts on the Yahoo thread], who got lucky and now thinks he knows what he is talking about, play his games for another couple of weeks becuase the long term trend is massive growth. The deals and thus the sales have already been made. All CMTO has to do is deliver the product and collect a check.
I challeng anyone to deny these facts and numbers. If anyone can add more to them I would appreciate it. Good luck longs.
Loong CMTO!
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