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Technology Stocks : COM21 (CMTO)
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To: pat mudge who wrote (1504)1/13/2000 8:39:00 PM
From: Kerry Lee  Read Replies (1) of 2347
 
Pat, as usual, you're the best! Thanks for taking the time to take such copious notes. The lower margins due to flash memory pricing is not new news as it was previously noted by the Dain analyst in his last update report. BTW, do you recall which Wall St firms were asking questions and did you get a chance to gauge their reactions to the quarter? Did anyone ask about TERN and the disparity in market valuation between TERN and CMTO? Is the Market saying they like TERN's margins/customer base/technology better? I am trying to understand the 14 point gain in TERN and its current market cap vs CMTO. Also, did CMTO flush out their wireless strategy in more detail?

Any feedback is appreciated as always.

Cheers,KL
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