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Technology Stocks : COM21 (CMTO)
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To: DBrian who wrote (1964)3/16/2000 10:33:00 PM
From: Kerry Lee  Read Replies (1) of 2347
 
Don't be so defensive. My comment re: TERN was addressed to the thread and not directed at YOU. I was too lazy to post it separately. Do you feel better now?

ps- it is unfortunate that there is a lack of substantive discussion on the types of other factors that impact the future long term valuation of CMTO, ie ANALyst coverage ( or lack thereof ) the prospects for enhanced visibility via potential Cable deals, new products,etc..The low gross margins of approx 30% are unacceptably low and there must be room for improvement other than blaming it all on flash memory shortages/prices. Also, what is the long term viability of being a 10% market share player? Who is likely to acquire CMTO and at what price?
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