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


To: WTSherman who wrote (2248)8/1/2000 11:21:04 PM
From: DBrian  Respond to of 2347
 
Fenner doesn't help the equation either. He needs to go. DB



To: WTSherman who wrote (2248)8/2/2000 5:24:27 PM
From: rod runyan  Read Replies (1) | Respond to of 2347
 
Thanks for the response. Management addressed the time frame for profitability in the Q1 CC.

Q: When will you break-even?
A: The market is growing. We're seeing good revenue growth. Investing in R&D and
S&M. Not break-even till first half 2001.

The preceding was from Pat Mudge's CC notes from Q1. Here is the URL. Message 13441976

I don't believe that time frame has changed so perhaps only the perception of investors is altering. On a personal basis i nibbled on a few of the Jan. 20 calls yesterday. The price action looks a lot like last year when they failed the first couple of rounds of certification for Docsis. This could well be setting up to be another excellent opportunity. imho of course. rod