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Technology Stocks : COM21 (CMTO)

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To: pat mudge who wrote (1785)2/20/2000 4:51:00 PM
From: MangoBoy  Read Replies (2) of 2347
 
<< [Pat writes:] Further on, I said: "Current specifications do not include Terayon's S-CDMA. So, yes, Terayon has, indeed, been thrown out of current specs."

And you [Dan] replied:

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.

Okay, I think we can agree 1) they've never been in DOCSIS specs, 2) they're not in current specs, and 3) they have an opportunity to be included in a future specification which as yet has no name and no date. When referring to current specifications, I will refrain from using the term "thrown out," and use "not included," instead. The latter has the door slamming more quietly. >>

Since you (Pat and Dan) are now in agreement over the status of S-CDMA vis a vis DOCSIS, I want to make sure that it gets tied back to Pat's original point:

<< [Pat writes:]

[Gilder wrote:] Every GTR subscriber knows a company that developed CDMA technology that others first claimed was unnecessary and unworkable. The technology proved itself with better handling of data and greater capacity. It excelled in Asia, and was finally adopted as an industry standard. The name of that company, of course, is...Terayon (TERN), now poised to repeat Qualcomm's (QCOM) remarkable success.

Where was it "adopted as an industry standard?" >>

Since it's now agreed that TERN's technology is not an "industry standard", Gilder is wrong.

Thanks to Pat Dan, Mark, and others. I'm enjoying this immensely.
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