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

To: Clarksterh who wrote (589)	6/17/1999 11:19:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 2347

CMTO's modems have been tested against TERNS and come out considerably ahead. I believe the smoke and mirrors comes into play when TERN says their technology will become the standard and give them a time-to-market lead. Yes, they're co-writing the 1.2 specifications for DOCSIS, but so is Broadcom, so there's no guarantee they'll dominate. And even if they do, there's no way they'll have a time lead as the specifications are in the pool and BRCM is 5 times larger and far more experienced. There are other factors --- beginning with the certification process. You have to go through each stage to get to the next. Where is TERN right now? Then there's voice development. CMTO has its voice-capable chips in the DOCSIS labs right now. TERN is still in development --- with Rogers Telecom as their partner. Motorola is a player, certainly, but CMTO has far more advanced technology, engineered specifically for Internet usage. If you have access to a Dain Rauscher Wessels report, I recommend you request their latest. They explain it all there. I'm in a hurry so don't have time to post links to other sources. Pat