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

To: pat mudge who wrote (435)	5/25/1999 10:50:00 PM
From: Roger L. Chuchen	Read Replies (1) \| Respond to of 2347

Thanks for the response. Do you know if Com21 enjoys any sort of competitive edge (such as differentiation or product superiority)over Terayon and other rivals)? For example, when TCI (a customer of Com21, I believe), rolls out cable modem service in other areas, would these cable companies continue to patronize CMTO (perhaps for the sake of standardization). I guess what I'm trying to get at is whether pricing pressure is especially acute for first-time customers (cable companies) and less so for repeat ones. In addition, in the 10-K, Com21 touts that it offers cable operators a tiered pricing structure based on performance. Is this service offered by CMTO only or other rival systems have such capabilities as well? Again, thanks in advance.