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Technology Stocks : COM21 (CMTO)

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To: Frank A. Coluccio who wrote (2039)4/9/2000 7:16:00 PM
From: pat mudge  Read Replies (1) of 2347
 
Frank --

I spoke with a top manager at CMTO on Friday and was told the component situation had eased this quarter over last.

I feel quite comfortable with my full position going into earnings.

As for tuner shortages, towards the end of the article it says any shortfall will be made up by the end of Q2. I suspect analysts will ask for clarification on the CC.

CMTO mentioned in article on SonicWall:
biz.yahoo.com

These agreements are in line with SonicWALL's typical distribution channel as 98% of the company's revenues are derived from an established a network of domestic and international distributors, including such heavy hitters as original equipment manufacturers (OEMs) 3COM (Nasdaq:COMS - news) and Com21 (Nasdaq:CMTO - news).

Pat

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