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Technology Stocks : COM21 (CMTO)

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To: pat mudge who wrote (1551)	1/21/2000 9:45:00 PM
From: Srinivasan Balasubramanian	Read Replies (3) of 2347

Pat Great work especially your last few posts. the more I think of TERN the more I am convinced something is wrong there. Similar to last qtr, TERN sold more than 4x headends than Com21 and in this qtr they shipped more modems than Com21. According to ML report, I think they said the recent acquisitions could have accounted for 10-15% of revenues this qtr. Assuming 4 mln from acquisitions, TERN would have made around 34 mln from their core operations. So a difference of 5 mln should account for 300+ headends and few thousand more modems they sold this qtr than Com21 (assuming same ASP's for TERN and CMTO). S_CDMA hype is getting bigger and bigger. It is easy to build revenues the way TERN is doing. the customer in this case has an incentive to buy more products (even if they don't need them) as the warrants when excercised may net them more money than they paid for the products. from your post I understand TERN refused to break up the revenues and talk about the warrants which is even more bothering. Whatever be the fate of Terayon, I am quite confident Com21 will be an excellent investment in the long run. -Srini

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