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Technology Stocks : copper mountain CMTN
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To: Sir Auric Goldfinger who wrote (1028)10/10/2000 5:32:13 PM
From: John Erb  Read Replies (1) of 1226
 
I'm not sure what point you're trying to make with that link. The article says that telecommunication companies don't have much choice except to continue to spend money on capital equipment. Things might be bad for telecoms, but not necessarily for telecom equipment suppliers.

Also, CMTN is such a specialized telecom equipment supplier that I'm not sure one can draw a meaningful conclusion about it's fate from such a broad industry overview. CMTN is selling DSL equipment where demand is far outstriping the supply, and even within that subsegment it is specialized on apartment and commercial building concentrators.

Anyway, I hoping the earnings release will be good and investors and analysts will realize that allowing a telecom industry slump to batter CMTN is misguided. They are well positioned in the hottest sector.
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