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


To: pat mudge who wrote (612)6/24/1999 2:15:00 PM
From: Rex Dwyer  Read Replies (1) | Respond to of 2347
 
DOCSIS, SchmOCSIS.

This is overblown. Who's buying DOCSIS modems at retail yet?

The real issue is that the sales growth is slowing. Look at the last 2 Qs and compare it with TERN. What is TERN expected to do this next Q? I heard CMTO is comfortable with $19M or so, not good growth compared to other vendors. This is supposed to be a rocket ship market.

Why is TERN growing faster?

Rex
$15 5/16