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Technology Stocks : George Gilder - Forbes ASAP

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To: SecularBull who wrote (2838)2/17/2000 5:54:00 PM
From: cfoe  Read Replies (2) of 5853
 
TERN is a play on wireless.

This is not correct. TERN is a play on bringing CDMA technology (S-CDMA specifically) to cable and wire (I guess via its DSL purchase). Gilder loves CDMA as his long-time and unwavering support of Qualcomm is evidence of. With TERN, it is another form of CDMA, only for wires.

P.S. Re: QCOM, I believe looking back five years form now you will see that today's price was quite undervalued; i.e., it is not too late to be part of the QCOM story IMHO.
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