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

To: zbyslaw owczarczyk who wrote (377)5/18/1999 10:04:00 PM
From: QuietWon  Respond to of 2347
 
the more a product becomes a commodity, pft mgns shrink -- Q is , what can CMTO do / do they have anything else to differentiate their product from the next co's offering



To: zbyslaw owczarczyk who wrote (377)5/19/1999 11:31:00 AM
From: pat mudge  Respond to of 2347
 
Zbyslaw --

I'm a bit perplexed at the market's reaction to the recent news. Changing CTO's can't be that traumatic --- we're not talking Werner von Braun --- and at this stage of the game, aren't there enough differentiators to make pricing pressures a modest threat?

I'm wondering if AOL's expected announcement --- no doubt a counter-attack to AT&T's cable thrust via recent acquisitions --- isn't making the stock weak.

I'm adding --- cautiously.

Pat


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