COM21 (CMTO) Message Board

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Technology Stocks : COM21 (CMTO)

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To: J Fieb who wrote (354)	5/15/1999 2:27:00 PM
From: pat mudge	Read Replies (2) of 2347

I'll go check the newsstand to see if it's there. But these more established names do not represent the same margin for growth or return on investment as investing in a relatively young broadband company. Therefore, here are five companies that we think could become the big players in broadband: Aware (nasdaq: AWRE), C-Cube (nasdaq: CUBE), Com21 (nasdaq: CMTO), Terayon (nasdaq: TERN) and Texas Instruments (nyse: TXN). I have to agree with CMTO and TXN, but I certainly question AWRE and TERN. They're extremely good at leveraging themselves on the marketing front, but I'm not so certain how they'll hold up when the numbers dissipate the smoke. More later . . . Pat

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