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

To: Charlie Smith who wrote (428)	5/25/1999 1:10:00 PM
From: pat mudge	Respond to of 2347

Charlie -- I agree the convergence of negative news prompted this downtrend. However, the Cisco/Cox announcement relates to head-end equipment and CMTO's the only vendor with compatible modems: The Cisco uBR7246 is the first and only DOCSIS-qualified broadband access solution on the market and delivers full service provider class routing, standards compliant Radio Frequency (RF) capabilities and Cisco IOS(R) software, all in one highly integrated package. The modular architecture of the Cisco uBR7246 maximizes Cox's investment by enabling the network to support multiple network services onto one platform and avoid headend product obsolescence as subscriber modem products and technologies evolve. And from CMTO's archives: corporate-ir.net The founding partner's departure was expected and his successor, Dr. Pickens --- a brilliant PhD who can be credited with their VoIP development --- has been there from the start. You ask if their European business can sustain them while they fight the Cisco giant. So far they're ahead of projections but it's a valid concern. Cisco and CMTO are development partners so the market must be wondering if that will change some place down the road. As a friend once said, "It's okay to sleep with a giant until he rolls over." Pat

To: Charlie Smith who wrote (428)	5/25/1999 1:20:00 PM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 2347

Having written several SEC filings I can tell you if it is possible, even in the remotest sense, the lawyers will have it in writing in the SEC filing. I find most of it CYA lawyer talk covering the Company's rear assuming a shareholder were ever to sue. Are we as shareholders really benefiting from the extra Y2K disclosures which tells us things might happen on January 1, 2000? You must remember the lawyers in this country have gotten to make a living filing and settling suits, which has caused this society to be overly CYA oriented. I can scare the stuff out of you by quoting from any of your favorite company's SEC filing. The negative words are always there for CYA. But I think you miss something on the CSCO side. This announcement: biz.yahoo.com Com21 DOXport Cable Modem Compatibility Verified as Cisco Interoperable from April 29th, implies to me that we are on Cisco's side. And if CSCO head-ends are deployed, CMTO modems will follow. The release says specifically: "As part of the Cisco Interoperability Partner program, both companies have been jointly testing their DOCSIS products." If CSCO were trying to knock CMTO out of the box, why in the world would they be jointly testing? Oh, and CMTO's product does work with CSCO's, or at least that is what this release says. So what is the problem? I think you misunderstand a head end from a modem. Or maybe I do. Or maybe the whole damn market does and that is why we are getting our butts kicked. Back to the garden. I am getting too worked up!!! Later, Dennis