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

To: AI Master who wrote (662)	6/25/1999 1:24:00 PM
From: tech101	Read Replies (1) \| Respond to of 2347

While the CableLabs certification glitch has short-term impact on COM21 stock price, it is negligible long term because: 1. More than ninety-five percent of cable modems and head ends in the market today are NOT CableLabs certified. Furthermore, it is still remains to be seen whether they will be seamlessly interoperable even if both the CM and CMTS are CableLabs (DOCSIS) certified. This might be similar to the situation with VoIP. The ITU has established the guidelines for IP telephony via the H.323 standards document. Many vendors have announced their support of H.323 standards. But, unfortunately, compliance to these standards does not insure true interoperability among the major IP telephony vendors products and carrier networks. This is because H.323 is a broad standard that permits IP telephony equipment vendors to choose among many options when creating products. As a result, IP telephony service providers have had to choose between dependence on a single vendor or operating multiple parallel networks of incompatible gateways. 2. All network gears nowadays are software driven. That means you buy a CM or CMTS today, and it is extremely easy to fix bugs or upgrade your devices tomorrow by downloading a piece of code from the Internet. Have you noticed that all the 56k modems ads today say: "Current regulation limits the speed to 53 kbps". That's the same case with CM or CMTS. 3. The big four -- MOT, NT, CMTO, and TERN -- all are not certified, and CMTO is likely only six weeks away from getting the certification. The DOCSIS standardization is still in the early age, but is in the right direction. Everybody has to and will get certified way before the technology becomes mature. At this time the more important things are market share and technology superiority, and CMTO has both.