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Technology Stocks : COM21 (CMTO)

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To: lml who wrote (530)	6/11/1999 2:13:00 PM
From: Robert Sheldon	Read Replies (3) of 2347

First, I would ask, if possible, that you provide some sources to support your statements. If you "read a lot," perhaps you could guide the thread to some of the sources of your knowledge. 1) SEC Documents sec.gov 2) NEWS - CNET news.com 3) NewsHub newshub.com 4) A whole bunch of news services that are fee only and cost lots of $$$ to subscribe to. whether the quick fix you assert the TERN solution delivers is the way to go. No "quick fix" - it is a long-term solution. I do not understand what it is you are asking. Line quality is the central issue. It can not be ignored. the lack of "a deep pocket," will choose the "budget" upgrade to which TERN appears to be the best modem provider. Whether this is the prudent course to take is another issue. Come on! Last time I checked we live in a capitalist society. People want to earn the highest margins possible. TERN allows that. And it's NOT JUST THE MODEM that make everything “ok”. TERN's headends are heads and shoulders (pun intended) above the competition. This is no short-term solution. Even when Internet II is finished, the TERN enabled cable will facilitate the demands of Internet II. IT'S THE TECHNOLOGY FELLA! PLEASE REREAD ALL MY POSTS BEFORE ASKING ADDITIONAL QUESTIONS. You seem to dismiss the benefits of fiber quite quickly You can not get fiber to everyone's door – it is not cost effective! Remember the capitalist society? Robert, maybe you could explain how "TERN's equipment allows a way around" my concerns of the ability to deliver improved QoS going forward. I just don't see how the TERN solution is the panacea to the decision to forego a fiber upgrade. The benefits of fiber over copper are indisputable. If you want a more in-depth explanation go and read this site and THEN ask me a question. terayon.com * If in-fact the TERN solution is the way to go, then why is everyone laying fiber these days?* I am stunned. It appears that you do not understand that fiber can not be brought to the doorstep of every home in the country. We have been speaking about cable as a last mile solution – one of several. And how CMTO and TERN fit into this. Yes, fiber is used for a general loop around a city but the cable infrastructure in place delivers the last mile access.

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