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Technology Stocks : COM21 (CMTO)
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To: zbyslaw owczarczyk who wrote (2238)7/21/2000 7:43:05 PM
From: DukeCrow   of 2347
 
Zbyslaw,

Thanks for the info. I plan on listening to the CC soon, so I'll refrain from making further comments until then (except for those below, of course ;).

Com21 definitely has a great future pipeline of products. I think this is a rough time because DOCSIS is just becoming popular and vendors need to get products out there however they can; in an environment with heavy parts shortages, margins can easily get squeezed (look at what happened to Tellabs's earnings in Q1 when it was faced with parts shortages). Also, we are on the verge of what I assume to be higher margin voice-enabled products but just not quite there yet. Com21 needs AT&T and eventually Charter to roll these services out as quickly as possible.

Ali
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