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Technology Stocks : COM21 (CMTO)

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To: Charlie Smith who wrote (320)5/6/1999 7:02:00 PM
From: pat mudge  Read Replies (1) of 2347
 
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.



Sounds like a good question for the annual meeting on the 12th. My guess is that they'd be taken out before that could happen. Purely conjecture.

Pat
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