SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : COM21 (CMTO)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kerry Lee who wrote (2283)9/29/2000 7:15:37 AM
From: Hassell Anderson  Read Replies (1) of 2347
 
Kerry,

Thanks for your comments. I agree with your thoughts on margins and the commodity nature of their products. The question is whether these issues are fully reflected in their stock price. The valuations are now low enough that it might be worth considering. The key is whether industry growth will be fast enough for them to boost margins.

Of course if their best people are jumping ship, it may not matter. Maybe they are just "repricing" their options!

It would be interesting to hear Patricia's thoughts given her strong support of CMTO in the past.

Hassell
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News