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Technology Stocks : COM21 (CMTO)

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To: pat mudge who wrote (502)6/9/1999 5:55:00 PM
From: Robert Sheldon  Read Replies (3) of 2347
 
HSAC chooses both the ‘cable modems' and ‘head ends'.

I would bet that they will move to TERN after its DOCSIS compliant modem is introduced into the market later this year or early next.

Why?

The S-CDMA technology pioneered by TERN is superior for the types of cable companies that HSAC focuses on . . . HSAC focuses on firms with less than 100,000 subscribers and the infrastructure at these companies is in need of upgrade . . . the TERN modem allows for terrible cable but works around the "noise" with the CDMA transmission standard. So, in short there is no need for a very costly upgrade in infrastructure (in most cases)

Hi Pat. :-)

Robert
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