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

To: Charlie Smith who wrote (423)	5/25/1999 10:27:00 AM
From: OverSold	Read Replies (1) \| Respond to of 2347

More DSL Information!! New Information On Compaq Web Site; Compaq Presarios Can Now Connect to High-Speed DSL Service with Simple Software Download Business Wire - May 25, 1999 10:01 HOUSTON--(BUSINESS WIRE)--May 25, 1999-- Presario Internet PCs Fully Compatible with DSL Services Offered by Southwestern Bell, Pacific Bell and BellSouth Compaq Computer Corporation (NYSE:CPQ) today announced the availability of software that enables owners of selected Presario PC models to activate an "always on" high-speed DSL Internet connection. The new software allows Presario PCs equipped with the 6.0MB Max Digital DSL/56K modem to download from the Internet at up to 6 megabits per second(1) using G.DMT full-rate DSL services. For details on downloading this software, please visit Compaq's Web site at: compaq.com. The new software is available for Compaq Presario PCs equipped with the 6.0MB Max Digital DSL/56K modem, which was integrated into Presario models 5690, 5695, and 5697, and is available through Compaq's "Built For You" kiosks and web site. Compaq has worked with Southwestern Bell, Pacific Bell and BellSouth in offering GDMT full-rate services compatible with Compaq Presario PCs. "With today's announcement Compaq and its partners, Alcatel Microelectronics and Conexant Systems Inc., are enabling more Presario customers to capitalize on the rapidly growing availability of DSL as a powerful consumer vehicle to get high-speed, low-cost access to the Internet," said Tom Mitchell, Vice President, Consumer Desktop Development, Compaq Computer Corporation. Company Background: Compaq Computer Corporation, a Fortune Global 100 company, is the second largest computer company in the world and the largest global supplier of computer systems. For more corporate information, see: compaq.com. (1) Maximum achievable download transmission rates with DSL will vary with line conditions, distance and service offerings. DSL is not available in all areas; check with your local telephone company for availability. Note to Editors: Compaq, Registered U.S. Patent and Trademark Office. Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies. CONTACT: Compaq Computer Corporation, Houston Cherry Kinlaw, 281/514-0484 cherry.kinlaw@compaq.com or Shandwick International Diana Van Leuven, 314/552-6720 dvl@shandwick.com -------------------------------------------------------------------------------- %TX-COMPAQ-COMPUTER CPQ %TEXAS %COMPUTERS %ELECTRONICS %COMED %TELECOMMUNICATIONS %INTERACTIVE %MULTIMEDIA %INTERNET %PRODUCT V%BW P%BW -------------------------------------------------------------------------------- © 1999 Waterhouse Securities. Click here for important legal information.

To: Charlie Smith who wrote (423)	5/25/1999 12:11:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 2347

Charlie -- Help me understand the pricing pressure issue. As I see it, 1) pressures are only on DOCSIS products, 2) CMTO's sales are 98% non-DOCSIS 3) pressures were laid out in the 10Q several weeks ago and therefore not new information and 4) gross margins on these DOCSIS products are estimated to be in the 1% area. In other words, the company may see gross margins slip 1% in the area representing 2% of their total business. In the certification arena, at the recent annual meeting, CMTO's VP in charge of DOCSIS told me they've fixed all issues that kept them from passing last time. So I don't see how this could be an issue. Especially considering the fact they're already shipping "DOCSIS compatible" products. As you can see, I'm trying to figure out the rationale of the market. If it's the FCC discussions with AOL, et al, then we should see some abatement when they end today. Welcome your counter-points. Pat