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

To: Charlie Smith who wrote (320)	5/6/1999 7:02:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 2347

One of the big concerns about this company is what happens when SFA, GIC or INTC produces just such a product. W/W market for cable modems alone may be big enough to support CMTO, but scale economies may doom them if competitors can combine all these functions in one product for a price close to a modem alone. Sounds like a good question for the annual meeting on the 12th. My guess is that they'd be taken out before that could happen. Purely conjecture. Pat

To: Charlie Smith who wrote (320)	5/6/1999 7:08:00 PM
From: DZOO	Respond to of 2347

Just my thoughts: CMTO is very close to LU. If CMTO needs big pockets LU will step up to the plate. If not LU then Phillips, Seimens etc. This part of the business is growing to fast and CMTO has too many headend units installed to be ignored or out paced (I know Terayon has more). Again, this is my personal opinion. Disclosure: Long CMTO