The smaller ZOOM has over triple the revenues of CNTF. CNTF does not look good.
You have posted huge in Zoom - Now you post here - my guess. you are long in Zoom and wants to take investors from in here to Zoom.
I dont think CNTF looses ground to Zoom - Its a HUUUUUGE market vith lots of space for them both. Both are niche. ZOOM hopefully will do good - CNTF will.