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


To: Gopher Broke who wrote (494)5/7/2000 11:47:00 PM
From: P314159d  Respond to of 1226
 
Simple corporate focus.

CMTN is at the CLECs big and WSTL is at BEL, BT, SBC with potential to focus on Asia and BS. Note that BEL has small rollup and SBC just moving in fast forward. BT rollout is around 6 mos behind. WSTL has little in the DSLAM area to compete with CMTN.
It is mostly focused on the remote side and ADSL only.

These are rather large customers. And the stock only rallied on the expectation!. After a couple of qtrs. the reality strikes, so I was just trying to help get you started before it doubles

Again.



To: Gopher Broke who wrote (494)5/13/2000 8:47:00 PM
From: P314159d  Respond to of 1226
 
Just an add-on

WSTL about to re-emerge in the coming weeks. Gonna become a force in the remote mkt. based on the belated annual report due this week. Belated because it is an annual not qtrly report.

CMTN looks ready to rock now as well. So fun times for DSL holders. I even bought RBAK on this one.

Guessing eps for CMTN going forward. 0.26 on Q and 1.15 year end. Easy to beat! Stock price around 95.

Split, of course!