Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Capitalizer who wrote (165)	2/2/1999 2:02:00 AM
From: Jay Fisk	Read Replies (2) \| Respond to of 2347

I was completely stunned to see BRCM and CMTO essentially trading flat after the ATT news. CNBC must have re-rolled the C Michael Armstrong's clip 15 times today. No association (by the street) here ? Tossed some funds into slightly outa-the-money options for both, will either be a 10x or a wash. Happy as a clam with the CMTO cable modem, it runs 24x7.

To: Capitalizer who wrote (165)	2/2/1999 10:39:00 AM
From: pat mudge	Respond to of 2347

It looks like in either case, whatever company is going to seek the precious cable lines for interactive services, interface providers like Com21 will benefit. At least this is what my logic tells me. They are in a position to need very strong inside marketing to penetrate these big boys (and girls) while they have the technological lead. My thinking, too. If cable modems were a retail product right out of the gate, small guys would have a disadvantage. Even so, with CMTO's number three rank, worldwide, they seem to be well-positioned to compete with the bigger names. I continue to buy on dips. Tried to get some at 26 1/2 yesterday and missed. Trying again today. Pat