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Technology Stocks : COM21 (CMTO)

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To: neverenough who wrote (50)11/1/1998 2:16:00 AM
From: pat mudge  Read Replies (2) of 2347
 
At these prices Motorola could be a better play. What do you think?

There are modems and then there are modems.

I believe a comparison will put CMTO way out in front in terms of advances in synchronous data flow, guaranteed bandwidth, security, and other features.

I forget the timing exactly, but it wasn't more than a year ago Motorola tried to sell off its cable division. I've not checked to see who their customers are, but before making an investment decision, I'd want to find out.

I agree the big boys will grab the lion's share of the market, and I honestly don't expect CMTO to stay independent for long.

Of course, I could be wrong.

Com21 and Siemens:
com21.com

With Cisco and @Home:
com21.com

With Philips and France Telecom:
com21.com

With @Home:
com21.com

List of deployments:
com21.com

More than modems, complete systems:
com21.com

For a pure play in cable systems I wouldn't choose MOT. As for CSCO and COMS, I doubt they're pure plays, though they may provide serious competition.

Just another opinion.

Pat
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