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

To: pat mudge who wrote (481)	6/4/1999 1:25:00 AM
From: Rex Dwyer	Respond to of 2347

Pat, Something's up here... I don't know. The price pressures could be a factor. But what is really flattening the stock is the flat guidance. Didn't Peter say recently he expects to beat $19M in revs next q? This is too low for the rocket this thing should be. Anyhow, the concept is still valid and I don't understand the growth patterns. I bet this is seasonal. Next fall, we should see an uptick as people get settled into their homes, etc. Rex $15 3/4

To: pat mudge who wrote (481)	6/4/1999 1:29:00 AM
From: Rex Dwyer	Read Replies (1) \| Respond to of 2347

I am putting this thing on notice. I will do a "cautious averaging down" in the $10 to $15 range somewhere. Always be cautious when you do that. But I am not sure about this one. If the market gets really ugly and folks leave this thing for dead, then $6 can happen, but not likely. I'd be a buyer at that point I think. I feel a strange disturbance in the force .... Rex $15 3/4