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Technology Stocks : COM21 (CMTO)

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To: SpecialK who wrote (1494)1/12/2000 7:25:00 PM
From: pat mudge  Read Replies (2) of 2347
 

Here's some anaylsis on CMTO vs. TERN from a few days ago.

Price 22 vs 60
MCap .47B vs 1.3B
99Rev 85M vs 71M
98Rev 48M vs 32M
ProfMar -10% vs -71%
P/Sale 5.6 vs 19
P/Book 3.8 vs 6.6
Debt/eq 0 vs 0

Quarterly Revenue
CMTO 25.3 21.5 19.2 18.7 13.7
TERN 23.4 19.1 15.9 12.9 9.4



Thanks for this comparison. It's baffled me all along and, now, considering TERN's DOCSIS was "adopted" and not their own, I have to wonder how they'll do going forward.

I doubled my position today. (Had to reposition some stuff to do it.)

Pat
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