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

To: pat mudge who wrote (1231)	11/19/1999 1:00:00 AM
From: Kerry Lee	Read Replies (1) \| Respond to of 2347

Pat, I want to thank-you for sharing your knowledge of this industry and the Company. I have been lurking on this thread for the past 6-9 months and never bought CMTO until recently. This CMTO situation is somewhat reminiscent of the investment situation facing ANCR investors 9 months ago, with the exception that CMTO is in the process of already demonstrating ramping revenues in a very hot sector with a bright future. CMTO is very similar to ANCR in that 6 months ago, ANCR needed market validation of a major Tier 1 OEM ( SUNW ) before its valuation came closer to the market leader Brocade. CMTO has the revenues but lacks Cable Labs certification to "validate" the Company, which is the missing ingredient. After winning Sun, Ancor got Wall St behind it as well as other OEM customers which created momentum behind the stock.Before the Sun deal, ANCR was disrespected and languishing at $5-9. Recently ANCR ran up to 73 ( major major short squeeze) despite an anti-Ancor campaign waged by Herb Greenberg of TSCM. Therefore it seems to logical to conclude that IF CMTO fails to obtain Cable Labs certification again, CMTO will suffer another kneejerk reaction and fall to $10-13 short term. The flipside is IF CMTO passes ( 3rd time a charm? ), I would be surprised if CMTO did not run up to at least $30-40 short term and set CMTO to another powerful rally to $60-80 sometime in the following 3-6 months. Just look at what is happening on TERN, BRCD, ANCR, CRDS, ZOOX,etc, etc...From where I sit, the downside risk is 50% and the upside payback is 100-400% ROI. Anyone agree/disagree? If any long time CMTO investors have the time, can you please explain what the "software-related" problems were last time around that led to CMTO failing the Cable Labs test in September and what have they technically done differently to the modems to make them work better/interoperate with other modems??? Thanks for any insights. KL