Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rod runyan who wrote (2145)	5/26/2000 1:53:00 PM
From: pat mudge	Respond to of 2347

Rod -- I don't believe you're an ostrich at all. If you look down the road 6 to 12 months, I believe you'll see we're at the base of a potential hockey-stick. The industry has been inventing itself for some time now and it looks as though we're headed to a NIU that will incorporate Internet, Voice, Video, and eventually DTV. ATT's pushing the development and CMTO's cooperating. While the component shortage is an unexpected frustration, it may turn out to be a welcome smoke-screen (real not fabricated) that will allow other products to be ready when the air clears. One in particular, CMTO's head-end CMTS. In the interim, their proprietary installations in Europe and other parts of the world are showing good growth and will hold up revenues while the DOCSIS systems pick up speed. I have some statistics to post once I get them typed. For those who don't mind being early, the future's looking extremely bright. More later --- Pat