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

To: Rex Dwyer who wrote (483)	6/4/1999 3:07:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 2347

Rex --- Your "strange disturbance" may have to do with what Terayon's saying to analysts. I was told the George Gilder forum had a long post from someone who'd talked to one of their managers who said how great their chips were and how the competition would be way behind by the time 1.2 was released. There was so much BS you needed waders to read it, but for anyone who doesn't know the facts, it could be disconcerting. The truth is CMTO is the only one to have voice-capable chips in DOCSIS testing right now. TERN is developing their voice/data/video technology with Rogers Comm, a service provider in Canada, and to date has nothing but promises. [That's like asking PacBell to co-develop your DSL] Their margins are in the single digits (versus CMTO's 38-30%) and they're claiming 11% market share for '98, and estimating 14-16% for '99 and 25% for 2000, versus CMTO's 12% in '98 with no figures available for '99 and 2000. Based on modems deployed, CMTO's certainly not lost share and more likely gained. If Terayon's management is hyping their stock at the expense of the competition, the truth will out and their tactics will backfire. Class action attorneys will love them. I'm completely confident in my investment and am waiting for the stock to settle before adding. I'd enjoy seeing someone compare the two company's technologies in terms of speeds, users supported, noise tolerance and so on. Perhaps another night. Pat