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Technology Stocks : COM21 (CMTO)

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To: lsgs97 who wrote (2132)5/17/2000 12:53:00 PM
From: Kerry Lee  Read Replies (1) of 2347
 
So if I understand what you are saying, CSFB says SELL ( aka "Neutral" ) because some equipment shortage will lead to CMTO missing the Street estimates? Are you referring to topline sales growth OR component shortages impacting gross margins? Pls feel free to add some color to your comments. Also, thanks for taking the time to share some information on CMTO fundamentals. Very refreshing.
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