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

To: Madharry who wrote (2242)	7/23/2000 6:14:31 PM
From: zbyslaw owczarczyk	Respond to of 2347

Here is recent history on Merrill L.: by: rsp_670 7/21/00 5:51 pm Msg: 18717 of 18838 ML had in Q4 -0.22, Com21 made -0.18 and had higher revenue. I Q1 ML forecasted -0.20 Com21 did -0.11 and much better top line. ML analyst is the only one who's forecast was always way to low. I am not surprise that he is playing games this time too. Officially , Com21 PR person is not aware of any management guidance to ML. BTW, ML has TERN in his broadband portfolio and Gilder is ML adviser.... ML knew that revenue will be in 48-52 range as stated by Com21 in June due to component shortage. They know that TERN is growing faster b/c of acquisitions only. I have no more comments on ML action.