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Technology Stocks : COM21 (CMTO)
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To: pat mudge who wrote (1603)1/26/2000 8:50:00 PM
From: Hassell Anderson  Read Replies (3) of 2347
 
Pat,

Now, I've thrown some challenges your way: A comparison of TERN's modems with CMTO's; an analysis of the write-off for cost of warrants; a rebuttal to the DOCSIS 1.2 issue, specifically TERN's plan if S-CDMA doesn't become a core part of the standard; and finally how they plan to compete without a major US customer

I acknowledge all of these risk factors associated with TERN. Do you really think you are the only one who is aware of these issues? The market is aware of these issues and has placed a significantly higher value on TERN than CMTO. The market is telling you that there is a higher probability that TERN will be successful than CMTO. If you want to ignore what the market is telling you, be my guest.

It seems like you would rather be right than make money. Because I own both CMTO and TERN, I'll make money regardless of how the risk factors resolve. If you're wrong, well too bad. My strategy has been superior so far.

If you're comments regarding TERN are motivated by a desire to help CMTO shareholders understand their investment, then I commend your efforts. However, when you start making allegations against TERN that essentially amount to charges of fraud, and quote anonymous inside sources to support this accusation, I think folks should consider the possibility that you have other motives and corroborate what you have to say.

I think we've beaten this horse enough.

Hassell
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