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To: Return to Sender who wrote (28422)	9/25/2000 3:38:13 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67757

15:35 ET ****** Copper Mountain (CMTN) 48 7/16 +2 1/4: In a Traders Edge column last week, we highlighted four stocks that have been punished based on market expectations that the companies may be bracing for an earnings shortfall or an indication that growth is slowing. One of those companies is Copper Mountain, and the case here seems to be be the former, not the latter. Rumors have been floating that CMTN's quarter is at risk, and the recent price action reflects that sentiment; in mid-July the shares traded as high as 123 11/16. At least a few sell-side analysts are discrediting the rumors. Kaufman Bros. today upgraded the shares from a BUY to a STRONG BUY and reiterated their price target of $145. An important facet of the note was CMTN's IP (Internet Protocol), or packet-based approach, (vs. ATM, or Asynchronous Transfer Mode). CMTN has always had an IP-based approach, and while it wasn't as clear last year, it is now apparent that IP-based networks are increasingly viewed as the future of the last mile in DSL. For those of you that have followed DSL development, this is not much of a surprise, but it does help explain the bullish outlook that many Wall Street analysts have for CMTN. Another aspect of the upgrade that we found even more comforting was the the fact that the analyst recently met with Copper Mountain, CEO Rick Gilbert, and he was very optimistic over new product initiatives and future growth drivers. Of course, you'd expect nothing less from a CEO, but without implying that any selective disclosure takes place between management and analysts, we do find it encouraging that three firms have recently issued positive notes and/or upgrades after speaking with management. Not that they're immune to an earnings miss, but when three analysts have good things to say about the company just a few weeks before their expected earnings release, the chances of a miss seem less likely. Management never wants to hang an analyst out to dry, because usually these guys are their most effective cheerleaders. Should the company at least hit their $0.26 consensus EPS estimate on October 17 after the bell, CMTN shares are going to look like a bargain at these levels. - Matt Gould

To: Return to Sender who wrote (28422)	9/26/2000 11:19:00 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67757

At least we are starting to get some follow through. CMTN advancing again today. Here is news on another one of your picks. It is still early yet as this is only the second order, but it looks good. ************************ Tuesday September 26, 9:26 am Eastern Time Press Release Amtech Systems Inc.'s Orders From Optical Component Manufacturers Reaches $8.6 Million TEMPE, Ariz.--Sept. 26, 2000--Amtech Systems Inc. (Nasdaq: ASYS <http://finance.yahoo.com/q?s=asys&d=t> - news </n/a/asys.html>) Tuesday announced that it has received two additional orders from optical component manufacturers, totaling $1.5 million, bringing the cumulative total of such orders to $8.6 million. "``According to the recent forecast of RHK, the worldwide optical component telecommunications market is projected to increase from $6.6 billion in 1999 to $23 billion in 2003. " "``We believe that our success in expanding our sales to the optical component telecomm market, along with progress in implementing our other growth strategies, will go a long way toward meeting the aggressive revenue goals we have set for ourselves. Our goal is for a 40 percent compounded average rate of revenue growth. ``We believe this is achievable, as the company experienced a similar rate of growth during the four-year period that ended Sept. 30, 1998.'' biz.yahoo.com