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

To: Tony Chimienti who wrote (52)	11/6/1998 12:34:00 AM
From: pat mudge	Respond to of 2347

Is is too early in this market evolution to make an educated guess at who would buy or partner with CMTO? Do you think the big boys(Cisco, 3Com, or whomever?) will just let CMTO exist right along side them in this space? I just got back from the Next Generation Networks conference in Wn., where there was a lot of talk about bandwidth at the CPE. Cable is winning the fiber-copper tug-of-war at the moment and probably will continue through '99, or at least until the RBOCs start wide-spread deployments. But to answer your question, no, I don't expect the big players to let CMTO exist on its own and if I were to look for clues, I'd look at Com 21's biggest customers and/or partners. They may not give answers but they'll point in the right direction. As for timing, that's tougher to say. And, of course, I could be wrong. But even without a buyout, I like the company. Pat .