Jon,
>>considering the market condtion, COMS is doing quite well.<<
yes indeed. If the Naz recovers a bit, we could easily see
COMS pop up another pt or two it seems.
>>So, Coms gave $80mil.deal to ATT and got deal from BC Telecom with NN. But how big is this deal? (Sorry,if it was mentioned before.)<<
The ATT deal is very subtle, but very important, IMO. It establishes
a strong connection with ATT for contract work. Any piece of
the ATT pie at the moment is good IMO. Once COMS is in the door,
it most definitely will out shine the class with it's quality
products enabling it to get a bigger contracts, if it hasn't done
so already. I would think the "smart $$" can figure this out,
but who knows. - that's the short answer.
Steve P. and Mang know more about the BC Telecom/NN stuff.
I didn't follow
it that much since it seems more of a good anecdotal example
of the future. CABLE MODEMS, IMO, are not what will be a
major driver for COMS in the the next 6 months, but I could
be totally wrong on this.
I got your PM, will respond later...swamped at the moment...
joe |
