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Technology Stocks : COM21 (CMTO)
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To: pat mudge who wrote (149)1/16/1999 3:34:00 PM
From: Rex Dwyer  Read Replies (1) of 2347
 
I just "initiated coverage" of CMTO, so to speak, on my e-mail list.

Pat, great to see you here. I remember you from the good old days on the Amati thread. Thanks for the great coverage.

I was attracted to this stock for the following reasons:

0) The cable modem rollout has just begun. Its crossed the chasm.

1) Com21 is on a hiring binge as of two weeks ago. I have been told they are trying to hire 75 to 80 new people this quarter alone, a significant increase.

2) I am in the process of buying a Com21 modem through the ISP Channel. I'll keep you up to date on my experiences.

3) Company should begin to see profits in the next few quarters.

4) Revenue growth is already 100%+, my real-life observation confirms this.

5) Someone has to be buying all of those Broadcom chips... (BRCM). CMTO uses BRCM.

Cheers,
Rex
$24 7/8
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