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Technology Stocks : COM21 (CMTO)

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To: Howard S. who wrote (2018)4/4/2000 9:00:00 PM
From: Kerry Lee  Read Replies (1) of 2347
 
The reason there is an echo is none of the CMTO longs have any substantive information that is pertinent to an informed investment decision, eg. what is the consensus estimate for revenues, gross margins and eps for this upcoming quarter? Is the flash memory supply/cost issue still an impediment to margins going forward? CMTO's 30% gross margin level ( +/-)is perplexing to me..When can CMTO expect to attain margins in the 40-50% range?

While one can focus exclusively on the technical merits of cable modems and the nuances between competing "standards", the discussion here tends to be thru rose colored glasses . Meanwhile, some talking head guest on CNBC's Squawk Box went on her soapbox this morning extolling the "superiority" of ADSL over cable modems. ( around 9:30 am EDT )...then CMTO "coincidentally" traded in the general direction of TERN ( as usual). The good news is that the volume to the downside today was relatively low which suggested yet another weak hand shake-out while smart money on the sidelines could not pass up the short-lived bargain in the 28-38 range. Most of the TA gurus like John Bollinger and Ralph Block are expecting to see another Naz re-test of the 3600-3700 low before the Naz can "safely" resume its long term uptrend. If this happens, will CMTO revisit the 28-38 range??
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