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Technology Stocks : copper mountain CMTN -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (817)	9/14/2000 10:09:37 AM
From: zx	Read Replies (1) \| Respond to of 1226

thanks for the info. dsl still lives. i think there are going to be some dsl conferences soon. this should get cmtn some upgrades. how are you going to play cmtn now. one of these days buying will start again. i hope. economic news was good this am. wonder how the bad guys are going to get us to sell our stocks cheap before they start buying? they still have a few weeks before they have to buy.

To: Rarebird who wrote (817)	9/14/2000 10:19:09 AM
From: Probart	Respond to of 1226

That is a 50% increase in revenue in one Q! Very impressive. I suppose that is just pie in the sky. It will be interesting to see what kind of tune the analysts are going sing in the coming months. Probart

To: Rarebird who wrote (817)	9/15/2000 11:33:25 PM
From: P314159d	Respond to of 1226

You got it Rare VRTA is major DSL chip provider for WSTL (see my post there if you wish). But the SBC, VZ stuff is overblown. VZ slashed no orders. SBC slowed a few Sept orders for the Oct/Nov area, but did not move any orders from that qtr . thus SBC only defferred about 100 to 200K orders for one month and expect to make them up. Given they had expected to DOUBLE orders qtr to qtr, it will only result in a 30% increase qtr to qtr. Bummer. 30% q-q is about 150% y-y for WSTL. I expect similar occurrence at CMTN , but they should still reach about 32 cents this qtr. and with a 50 to 70 % growth rate y-y, CMTN is cheap in the 40s, should be 80s.