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Technology Stocks : COM21 (CMTO)
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To: pat mudge who wrote (448)5/27/1999 12:19:00 AM
From: Techplayer  Read Replies (2) of 2347
 
Pat,

I am looking to enter this stock, but can't seem to locate CMTO's list of largest clients. In looking at TERN (up 3+ today surprisingly), they list Cablevision among the name companies. Does UMG or any of the other top cable companies use CMTO equipment? Also, does the TERN claim that since they are the only cable modem vendor that develops their own ASICs give them such a distinct price advantage that CMTO's margins can be driven to essentially 0?

I have liked the company a while and thought that I missed the buying opp. i am surprised to see it cut in half. I noticed that ATHM announced estimates today that they will hit a million subscribers this year. Does CMTO benefit here?

Thanks,

Brian
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