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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: jjkirk who wrote (3979)	8/22/2000 1:55:22 AM
From: jjkirk	Respond to of 13572

Bull Market Report's take on CMTN press release: 4. COPPER MOUNTAIN SURGES ON GOOD NEWS News Item #1. Seven Leading Semiconductor Companies to Integrate Copper Mountain Technology Into Chips for Next-Generation Voice Over DSL Integrated Access Devices. . Copper Mountain Networks, Inc. (CMTN, $69, up 5), a leading provider of Digital Subscriber Line (DSL) solutions for business and residential users, today announced that seven leading semiconductor technology suppliers have agreed to incorporate Copper Mountain technology into their next-generation chipsets for Voice over DSL (VoDSL) integrated access devices (IADs). News Item #2. Copper Mountain Number One in Business DSL, SDSL and IDSL, According to Dell'Oro Group DSL Market Share Study Copper Mountain Commanded Worldwide Leadership in Business DSL, SDSL and IDSL Markets in Q200, for Both Revenues and Ports Shipped; Market Share of Closest Competitor Declined Copper Mountain announced that it is #1 in business DSL, SDSL and IDSL market share -- as measured in both revenue and ports shipped for 2Q00 -- according to the most recent DSL market share study issued today. Here are the stats: No. 1 in Business DSL (SDSL plus IDSL) Revenue with $75 million and 33% of the market No. 1 in Business DSL (SDSL plus IDSL) Ports with 225,600 and 36% No. 1 in SDSL Revenue with $61 million, and 31% No. 1 in SDSL Ports with 170,000, and 33% No. 1 in IDSL Revenue with 50% No. 1 in IDSL Ports with 50% COMMENT: These are the facts and that's why we are going to stick with Copper as the whole market goes through a shakeout with Rhythm, NorthPoint and Covad taking it on the chin. The whole DSL business is exploding and Copper is the firm that the major installers are turning to to supply them with the ports. Second quarter revenue was up 32% from the previous quarter. Big growth here. Revenue growth for the quarter was 250% from the previous year. And unlike many companies in the Internet space, Copper made money. After tax, they earned about 12% on every dollar. Quite respectable. ============================================= =============================================