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Technology Stocks : COM21 (CMTO) -- Ignore unavailable to you. Want to Upgrade?

To: garrick le who wrote (507)	6/9/1999 4:12:00 PM
From: Danny Chan	Read Replies (2) \| Respond to of 2347

I can't believe there is so much hype about a newsletter on TERN. But I do think TERN is in better position than CMTO at the point. CMTO's biggest problem is the slower growth (the last 2 quarters) compare to TERN. And now there are price cuts. The street is worried about CMTO's ability to grow revenue enough to support its valuation as an Internet related company. Until the cloud can be clear for the current quarter, CMTO may continue to down-perform TERN for a while. own both CMTO and TERN.