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To: Srinivasan Balasubramanian who wrote (1557)	1/24/2000 5:51:00 PM
From: pat mudge	of 2347

News from the competition: biz.yahoo.com This is the Toshiba OEM modem. Anyone know the ASPs? If Shaw@home insists on DOCSIS will TERN sell these over their proprietary models? If so, what will this do to margins? Does anyone have an estimate on when TERN might be able to offer @home their own DOCSIS products? These questions are not meant to be specious as much as to indicate CMTO does not have to be threatened by today's press. Pat

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