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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (24716)	2/8/1999 4:15:00 PM
From: lizard lick	Respond to of 120523

CMTO-Com21, inc. -Jenna can you check them out when you get a chance,, they make cable modems

To: Jenna who wrote (24716)	2/8/1999 11:37:00 PM
From: lizard lick	Respond to of 120523

im showing CMTO as the 3rd largest cable modem and equip supplier in the world, the 1st in europe. do they work with athm? how many cable modems will be supplied by next year in the US,,,we are on the eve of time warner hammering out contract with the city of raleigh for cable modem access, that is a potential 300,000 modems just for our city alone and they are rolling cable all over the city now. Is this an opportunity with CMTO do you think? adsl is very slow here and only working on old phone lines, pair gain, with no fiber optics or load coils in the switch box with mile limitations making it a major loser so far,,, adsl by bellsouth is a joke here.

To: Jenna who wrote (24716)	2/9/1999 12:07:00 AM
From: lizard lick	Respond to of 120523

regarding cmto here is a report on another player in the market tern.,,, CMTO looks to me to be the most attractive presently in the group,, ATHM TERN and CMTO Headline: Terayon Communication : Even Better Outlook for THE Cable Modem Maker Author: Steven D. Levy 1(212)526-2499/ Sender Cohen x3777/ Andrea Green x3860 Rating: 1 Company: TERN Country: SEO CUS Industry: TELECM Ticker : TERN Rank(Old): 1-Buy Rank(New): 1-Buy Price : $42 3/4 52wk Range: $50-7.00 Price Target (Old): $27 Today's Date : 01/29/99 Price Target (New): $55 Fiscal Year : DEC ------------------------------------------------------------------------------ EPS 1997 1998 1999 2000 QTR. Actual Old New Old New Old New 1st: -0.35A -0.48A -0.48A -0.30E -0.29E -0.03E 0.00E 2nd: -0.49A -0.45A -0.45A -0.29E -0.27E 0.00E 0.03E 3rd: -0.51A -0.44A -0.44A -0.19E -0.14E 0.08E 0.10E 4th: -0.71A -0.38E -0.33A -0.13E -0.11E 0.15E 0.17E ------------------------------------------------------------------------------ Year:$ -2.06A $ -1.76E $ -1.71A $ -0.91E $ -0.80E $ 0.20E $ 0.30E Street Est.: $ -1.74E $ -3.41A $ -1.05E $ -1.02 $ - - $ - - ------------------------------------------------------------------------------ Price (As of 1/28): $42 3/4 Revenue (1999): 71.3 Mil. Return On Equity (99): N/A Proj. 5yr EPS Grth: N/A Shares Outstanding: 18.0 Mil. Dividend Yield: N/A Mkt Capitalization: 770.04 Mil. P/E 1999; 2000 : N/M; N/M Current Book Value: $1.73 /sh Convertible: - -Debt- to-Capital: 0.0 % Disclosure(s): C, A ------------------------------------------------------------------------------ Highlights: * In the past two weeks Terayon completed a 3.25 million share offering and announced fourth quarter results that significantly exceeded all expectations. * Based on Terayon's 4Q results, as well as the recent performance of similar companies in the cable modem market, it has become abundantly clear that overall deployments of high speed data services through CATV coaxial cable networks is accelerating. * We continue to believe that Terayon has the best solution for that market, based on its differentiated S-CDMA technology. * Further, as evidenced by the improved gross margins in 4Q, Terayon's management team has demonstrated that it is implementing its business plan extraordinarily well. * Our new model forecasts 1999 revenues of $71.3 million and 2000 revenues of $137.3 million versus our previous revenue forecasts of $61.2 million and $125.1 million, respectively. * We have made material positive changes to our forecast for 1999 and 2000 (see above) and believe that with even more good news likely to emerge over the next 6 to 12 months, TERN shares could rise to our new price target of $55 or higher. ------------------------------------------------------------------------------ BUSINESS DESCRIPTION: Terayon Communication Systems develops, markets, and sells cable modem systems based upon its patented S-CDMA spread spectrum technology used for sending and receiving data at very high speeds.