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

To: nghi vu who wrote (383)	5/19/1999 1:08:00 PM
From: OverSold	Respond to of 2347

Inflation Not A Worry. WHY? According to an article CBSMarketwatch. Asian banks are still in trouble facing larger than ever BAD DEBT. I think the Feds rescent move in a fake. They just wanted to calm investor enthusiasm. Here is the link. cbs.marketwatch.com. As for CMTO.......... I am getting concerned about weakness. Something must be going on that we are not aware of. I have seen some large trades on the SELL SIDE. If there is no hidden peril here at these levels this stock should be a really good buy. I am wondering if the CTO leaving is not more of a problem than we think? I sure hope this is just an over reaction. Do read the article on The Asian Bank Situation. Good Luck To ALL I am long CMTO>

To: nghi vu who wrote (383)	5/19/1999 7:32:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 2347

I'm still trying to get to the bottom of this decline. Looking at Cisco's announcement with Cox yesterday, I find the following products are involved: cisco.com cisco.com cisco.com These are interface routers, not modems or head-ends, so I don't think this could have affected CMTO --- at least by anyone reading the news release carefully. And since CMTO's modems interoperate with Cisco's equipment, the announcement would be positive: CMTO's interoperability announcement: com21.com While waiting for answers on pricing, I've found a few interesting links. One of CMTO's most recent contract wins was with Casema Kabeltelevisie in the Netherlands: casema.com Do you know who owns them? [Click on 15December1997] casema.com HSA and Marcus Cable: com21.com ipocentral.com Recent news from HSA: ipocentral.com Cable modem sales have increased by 130 percent in 1998 according to a recent study by market research firm, Dataquest that will lead to an installed base of 5.2 million units by 2002. The Strategis Group, another market research firm, is predicting a customer base of 9.1 million homes by 2003. This latest commitment caps a busy 1998 4th quarter by High Speed Access Corp., marked most notably by Paul Allen's decision to invest $20 million in the company. The investment continues to position High Speed Access Corp. as a premier, full turnkey provider of high-speed cable Internet services to the tier two and tier three markets. At the annual meeting, I learned AOL is signing up 80,000 new subscribers every week, with 13 of every 16 highspeed connections expected to be over cable. I also learned CMTO will be honored as one of the Top 10 Fastest Growing Businesses by the San Jose Business Journal. Not sure when it'll hit the press. That's it for now. Considering today's action, this feels a little like fiddling while Rome burns. Pat