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Technology Stocks : copper mountain CMTN -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (36)	7/8/1999 8:34:00 AM
From: Laker	Read Replies (1) \| Respond to of 1226

here's the Yahoo post i mentioned in msg #35 This has been a great stock. The current action is probably a short squeeze. There's a lot of interest in the DSL area and that's contributing to the rise too. On a valuation basis, it's a tough call given that next years expected eps is about $.40. If you want a cheaper play, take a look at Brooktrout (BRKT). They have just filed an IPO for their DSL subsidiary which is called Interspeed. The Interspeed product apparently integrates the DSL box with a switch and a router. Apparently, they've recently sold product to several CMTN customers who have gotten rid of the CMTN product. There must be some inherent advantage to having the products integrated vs. CMTN. In any event, BRKT has a market cap of about $180 million. The Interspeed IPO could easily have a valuation of twice that.

To: Scrapps who wrote (36)	7/22/1999 5:15:00 PM
From: Nelson Chang	Read Replies (1) \| Respond to of 1226

CopperMountain [CMTN] beats consensus estimates by 800%, revenues surge 1,560%. Consensus estimates were for $0.01, ranging from breakeven to $0.04, from 4 brokers. Actual results were $0.09. 2ndQ revenues were $21.6 million compared to $1.3 million last year, and $13.2 million just the previous quarter. "We are pleased with the financial results Copper Mountain reported for our first quarter as a public company," said Copper Mountain Networks, Inc. President and Chief Executive Officer, Rick Gilbert. "Total revenues and net income for the current quarter exceeded our expectations as the pace of DSL deployments by our customers accelerated rapidly in Q2 1999, and we see strong demand for our products continuing through Q3 1999." Incredible...the full article can be read at coppermountain.com Founded in January 1996 with offices in Palo Alto and San Diego, California, Copper Mountain Networks, Inc. develops and markets a comprehensive family of DSL solutions that enable high-speed internetworking over existing copper facilities. The Company's mission is to enable carriers and other service providers to offer a full range of high-performance, cost-effective data and voice services over DSL that are easy to deploy, use, and manage. Copper Mountain's CopperRocket™ CPE family addresses the bandwidth, reliability, ease-of-use, and cost concerns of remote offices and users. Its carrier-class CopperEdge™ DSL concentrators and CopperView™ network management solutions offer a robust and scalable platform for carriers and multi-tenant unit service providers to generate a high return on investment while satisfying the ever-increasing user demand for bandwidth. For Investor Relations information, call our toll free number at 877-463-6268 or contact us via e-mail at IR@coppermountain.com.