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Technology Stocks : COM21 (CMTO)

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To: Mark Laubach who wrote (2118)	5/31/2000 3:53:00 PM
From: pat mudge	Read Replies (1) of 2347

I've finally typed up my notes from the annual meeting. I hope you'll jump in and explain the status of wireless developments and also what's happening with DOCSIS head-ends. * Last year CMTO shipped 280,000 modems and last quarter alone they shipped 154,000. * They have 125 customers, half of them international. * 982 head-ends have been installed, passing 15 million homes. * 253 employees * Revenues per employee = $632,000 * Cash balance: $79 million * Product development: CPE and head-end --- will enter PacketCable in 2H/00 * NIU --- New business unit has been developed, working on box for video, voice and data --- also home wireless * Working on partnerships with suppliers re: software network management * Market is within a year of having cable telephony --- Vortex conference noted 30% of voice will be IP by 2005 * In Europe, products will be available by the end of this year * GR303/V5.2 --- trialing DOCSIS modem with Telcordia * Have prototype of product with 4 voice ports/Ethernet --- being made for specific customer whose name hasn't been released (I'm guessing ATT) * GadLine --- brings network managment and gateways --- they're telecom voice specialists * Wireless --- will have revenues in 2001 ---- 4 mbps down and 1.5 up. 22.5 mbps shared * Will partner for NIU box --- need digital TV OEM. Will be an OEM exchange * Pouring dollars into R&D --- could be EPS positive if they wanted, but prefer to expand technology to meet market demands * Currently bringing down cost of DOCSIS modems * Components: manufacturer is Calistica --- they're working on issues --- some easing in Q3 and much better in Q4 * On European front, ATM systems have huge growth potential. Head-ends already installed and potential from homes passed is big. Gadline brings voice gateway. Pat

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