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

To: Bosco who wrote (1516)	1/14/2000 9:14:00 PM
From: lml	Read Replies (1) \| Respond to of 2347

Well taken, Bosco. They must improve their margins. I might have been a bit too optimistic on the "buy" list statement. Notwithstanding, my bottom conclusion is that Fenner is going to have to improve the profitability picture of the company, both top line & bottom line, to get the analysts to bat for him. I guess I would kinda refrase my statement to read "give me a reason to buy" list, if you know what I mean.

To: Bosco who wrote (1516)	1/15/2000 1:19:00 PM
From: MangoBoy	Read Replies (1) \| Respond to of 2347

<< Having said that, TERN is no CSCO and CMTO is on the mend. Revenue growth is not bad, but margin [bottom line] needs improvement. This is understandable, since while TERN and CMTO may be the pure play, MOT and NT [Arris] are lean and mean, and COMS is desperate to find another palm pilot story for its shareholders. >> Also, this is a market that will see intense price and margin pressure. The customer will be able to squeeze lower prices out of vendors and the "big boys" with deep pockets have the resources to play the game for the long haul. perhaps CMTO is the WSTL (circa 1996) of cable modems.