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Technology Stocks : COM21 (CMTO)

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To: Abel Vieira who wrote (2003)	3/29/2000 4:36:00 PM
From: Kerry Lee	Read Replies (1) of 2347

Question for anyone who heard last CMTO conference call: Did CMTO mgmt discuss the outlook on gross margins going forward? I recall reading and posting the Dain analyst report ( 5-6 months old )that stated that margins would be affected by the flash memory shortage and today CNBC just highlighted the flash memory shortage due to booming sales of PDA's and Cell phones. They said that smaller companies like PALM might be affected since the larger users of flash memory like Nokia, Ericksson,etc would have priority on supply of flash memory. Does CMTO have an ample supply of flash memory and have they procured sufficient quantities? Anyone have any insight/current info? Thanks.

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