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

To: Mark Fowler who wrote (2241)7/23/2000 1:10:50 AM
From: Madharry  Read Replies (1) | Respond to of 2347
 
I read what I could of the article and still dont understand
the reason for this decline. I find it difficult to believe that anyone thought that their sequential revenue would increase this quarter sequentially as fast as the competition or that margins would not go down as volume increases. BWDIK. It isn't like the cable modem business is going to evaporate or that comcast and charter will not be able to fulfill their financial comitments. This share price is out of whack.



To: Mark Fowler who wrote (2241)7/26/2000 9:54:27 AM
From: viewfromabove  Read Replies (1) | Respond to of 2347
 
the article says: Reasons for the drop in Com21's stock price
01:07 Com21's market position and competition with Terayon
00:35 Part shortages in the industry and supplier issues
01:55 Earnings estimates and the outlook for the third quarter
02:11 New products, margins, customers and growth targets

Many are using the parts shortage excuse. It is real, but doesn't Terayon have the problem also?


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