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

To: OverSold who wrote (413)	5/24/1999 3:10:00 PM
From: Peppe	Read Replies (1) \| Respond to of 2347

I just doubled my CMTO holdings. Bought at 17 5/16. Lots of big blocks going thru, great time to buy IMO. Peppe

To: OverSold who wrote (413)	5/24/1999 3:15:00 PM
From: Dennis R. Duke	Respond to of 2347

Is there some bad news we don't know about? Why is CMTO being beaten so badly today? I hate it when I decide to take a 23% loss to funded the purchase of an immediate 15% loss. Am I missing something here? What if the CTO change was for a non business related personal reason that had nothing to do with the technology? Why would a margin comment about 39% versus 38 to 39% have this kind of effect? I am going to the garden. I just don't understand..... Later, Dennis

To: OverSold who wrote (413)	5/24/1999 7:59:00 PM
From: lml	Read Replies (2) \| Respond to of 2347

Candace: At present & for the foreseeable future, cable Internet access will be marketed & provisioned primarily for the residential market. The article you reference here & on other boards concerns primarily the market for SDSL, which is primarily marketed & provisioned for the business market. It is unlikely that issues regarding the adoption of standards for symmetric DSL will have a material impact on the market for asymmetric service in which cable providers & modem manufacturers like CMTO compete with ADSL providers & their appurtenant equipment manufacturers. The bottom line here is that CMTO's market cap has been decimated in recent weeks & that the news you provided has little if any consequence on CMTO's fortunes. I apologize for the dose of reality, but you have posted this news all over the Net & I thought you might be reading too many "fuzzies" into it. Sorry.