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Technology Stocks : COM21 (CMTO)
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To: Capitalizer who wrote (156)1/22/1999 5:09:00 PM
From: Jay Fisk  Read Replies (2) of 2347
 
CMTO'S Conference Call

1-888-266-2091 code 1221728 may be last day

Interesting comments -
Secondary to support balance sheet as required by customers -
Get solid, get bigger.
89,000 modems shipped total, most in last 2 Q's
Headcount up 63 for better support, etc.
320 Head Ends sold in 98
TCI 24% of sales.
40% GM in product.
Shift from head-ends to modem sales.
1 mil license fee received from 3COM.
Moving mfgrng to lower cost area.
Increasing direct enduser sales.
ASP down 16% - expect 5% per Q reductions with concurrent cost reductions.
8 inventory turns
DSO 26 vs 46 prior Q.
Number 1 supplier in Europe, #3 USA behind Motorola & Bay.
5-10x faster than nearest competitor due packet size.
Mich Ill Iowa Minn main cable areas.
Using Broadcom chips, 3220's for Doccis (sp) interoperability.
(CC beeps & hangs up at this point - )
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