Terayon - S CDMA player (TERN) Message Board

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Technology Stocks : Terayon - S CDMA player (TERN)

TERN 25.89

-0.9%

1:05 PM EST

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To: Bobo who wrote (72)	3/11/1999 3:05:00 PM
From: Geof Hollingsworth	of 1658

All good questions to which I have only speculation as answers. I don't think the 1.1 features will matter much in the market one way or the other, so how long it takes them to implement them won't matter either. They had it scheduled for this year when they presented during the road show for the secondary. I don't think the support of the additional modulation schemes will add materially to the cost-would only be the case if the gate-count penalty to include them was significant, which I was told will not be the case. Your final point is the key one-Broadcom is on 4th generation silicon which it is making in volume and can leverage the other parts they are also producing to get advanced processes and volume purchasing from their foundry suppliers. I don't see cost as ever being an advantage which Terayon will enjoy in comparison to Broadcom at the chip level.

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