Terayon - S CDMA player (TERN) Message Board

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Technology Stocks : Terayon - S CDMA player (TERN)

TERN 26.67

-3.2%

12:37 PM EST

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To: jay silberman who wrote (221)	12/29/1999 10:15:00 PM
From: Bernard Levy	Read Replies (2) of 1658

To the thread: In case you did not notice, there was an article in today's WSJ indicating that TERN's outlook was far from being as rosy as portrayed by management. The salient points were that DOCSIS 1.2 might not be adopted as a standard, and even if it is, it is unlikely to be widely deployed. It was also pointed out that S-CDMA addresses a shrinking segment of the market, namely non 2-way HFC upgraded cable systems. If you go back to the beginning of this thread, I made most of these points more than a year ago. Because of the current market mania, I never got the guts to short TERN. However, I still think this is a $5 stock masquerading as a $60 one. The fact it was recommended by George Gilder should not prevent anyone from doing their own independent homework. This is a case where in my opinion, he is completely wrong. Best regards, Bernard Levy

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