Ok..keeping it simple. Re: "All I'm asking is how does Telegate provide VoIP if it's also S-CDMA? What does it have that Terayon's proprietary S-CDMA doesnn't?"
Telegate apparently has used Shlomo's S-CDMA to develop VoiP over cable. Terayon apparently hadn't done that. Now we can expect they will offer it. Sorry I can't provide you with the technical guts of Telegates Voip, but barring the notion that Telegate's avowed technology doesn't really exist, Mr. Gilder makes perfect sense.
"Terayon's last quarter's numbers which you so kindly helped me understand when you said, ". . .Cherrypicker is already beyond the initial development stage, it's in use and helping to cause Tern's revenues to soar, and their pro-forma profits to become .04 last Q vs an expected pro-forma loss of $.19.. . .""
My mistake...I presumed to assume that Cherrypicker is a boon to Terayon's business, when in fact, I know nothing of the kind for a fact. I do know I've added nothing you might not already have seen. The earnings report indicates that Terayons modem sales for the 4th quarter were 113,000 modem sold, headends sold numbered 400..I forget the percentages, but I believe the incease in modems sold in the 4th Q compared to the 3rd Q significantly helps account for the 62% sequential revenue growth.
"Kicked out was too harsh."
I agree..we simply know no such thing. Furthermore, Striking a development deal for Voip and the deployment of S-CDMA within the Rodgers cable network(neither point refuted here(yet, anyway, eh?), after all, indicates anything but.
"...it's clear Rogers wants a VoIP solution and that Terayon's current products aren't meeting those requirements."
If they did already meet those requirements, why would there be an agreement to develop anything? There is a development agreement which remains, so what?
"Current specifications do not include Terayon's S-CDMA. So, yes, Terayon has, indeed, been thrown out of current specs."
S-CDMA was never in current specs- never- at any point in time, hence can't be said to have been thrown out. The invitation to Terayon remains.
" Terayon is not included in any specifications. If "thrown out" sounds too strong, I welcome a more appropriate phrase."
How about: "Terayon's S-CDMA remains in Cablelabs plans for the a future DOCSIS standard, so long as they can deliver a practical solution, as was always the case."
You said, "I'll be more precise, In what way is CDMA more flexible than TDMA? In what way is CDMA's capacity greater than TDMA? And under what conditions is CDMA superior to TDMA regarding noise immunity? I submit the jury's come back and pronounced TDMA the better technology. Until CableLabs determines otherwise, I rest my case"
As I've said, TERN's S-CDMA appears to be slower, though I'm not terribly sure as a practical matter. Much has been said about slowing speeds during high traffic times. Here is what a US based S-CDMA deployment offers customers...I think it's pretty dang good, I'd buy it:
tcainternet.com
"
A cable modem from Cox Internet is up to 30 times faster than the regular phone modem. That means you can download entire websites (not just files) faster than you can say, "My phone modem is obsolete." "
As you'll see in the provided chart, they offer a choice of 2 plans for the home market. $24.95 for service at 2-5 times a phone modem, or $39.95 for 10-30 times same. This has come a long way from the $40 per 64kpbs block still included in Terayons rather old case study of this deployment on their website.
To answer you question concerning capacity, flexibility(in part), and superiority, Look:
terayon.com
"After extensive testing of various modem options on the market, Shaw found that it could certify its plants to the upstream signal-to-noise ratio of 25 dB for deployment of Terayon modems ? a full 10 dB below the certification standard for the TDMA modems (Figure 2). This meant that, rather than waiting for a system to be fully upgraded, Shaw could introduce high-speed data service over systems where fiber linked the primary distribution hubs but did not extend out to the secondary node level. As a result, Shaw is now offering high-speed data services using S-CDMA-based systems over two-way, upgraded HFC with node sizes of up to 12,000 homes passed without installing return-path filters. Thus, the company has been able to meet its goal of rolling out data services aggressively without having to accelerate its capital-spending plan."-Bolding mine.
I recall Mr. Laubach indicating that homes passed per node is a very significant economic factor for cable operators. I suspect he's correct in that, but not in his estimation that S-CDMA limits those prospects. Quite the oppostie.
Dan B
|
