Pat,
Since you clearly like Terayon, why don't you use some of your energies to explain why
Actually, I like both TERN and CMTO. I don't see much point in getting into a religious debate about the pros and cons of the two companies' technologies. I believe in the future of broadband and cable modems, so I own both. I don't need to be right about the companies to make money, I just need to be right about broadband. History has shown that the best technology doesn't always win. Witness the history of DOS/Windows versus Macintosh, or VHS versus betamax.
As an analogy, I'd refer to Ascend and US Robotics. Flame wars used to rage here on SI about the relative merits of both companies. However, long-term investors in both companies did well. To make money, you only had to be correct about remote access.
I don't know whether you are right or wrong WRT to TERN. It just seems improbable. As they say, just because you're paranoid doesn't mean that people aren't out to get you.
Either way, good luck with your investments.
Hassell |
