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Technology Stocks : COM21 (CMTO)
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To: pat mudge who wrote (318)5/6/1999 4:43:00 PM
From: Charlie Smith  Read Replies (3) of 2347
 
Pat:

Can I conclude that CMTO's modems use WindowsCE? This must be an easily-answered question, but I couldn't find the answer on CMTO's webpage.

Standalone modems wouldn't likely run CE, but a set-top box which included a cable modem, digital tuner and disk storage might.

One of the big concerns about this company is what happens when SFA, GIC or INTC produces just such a product. W/W market for cable modems alone may be big enough to support CMTO, but scale economies may doom them if competitors can combine all these functions in one product for a price close to a modem alone.

Charlie
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