IMO, sorry, but you are becomming thoroughly kafkaesque. All this talk about "avowed" reduces to the fact that I see Terayon/Gilder says that S-CDMA voice is what Telegate adds. Good grief...I thought you'd like my tentative approach, but you seem to seek some deeper meaning, secret, or purpose in my words, which is quite beyond my intent.
Re: "...you can't take back what's said or done. In this instance, either your earlier post was untrue or your disclaimer is untrue. You can't have it both ways. And either way you've lost your credibility"
Not so. I did take it back, VBG. I TOLD you the first post was possibly incorrect and there it stands- unresolved. I never said nor implied in any shape or form that Modem sales didn't contribute to earnings- I only stated that Cherrypicker did. Kafkaesque. There is no mutual exclusivity between these posts- the second post remains true whether Cherrypicker contributed to earnings or not- since it only says that I don't know either way. I posted the correction to "cover my ass" in the event that Cherrypicker revenues did not actually add to earnings growth. I felt Cherrypicker probably added to earnings and I stated so in a very certain manner which I shouldn't have, but which may indeed be correct, so far as I know. The modem sales are reported and hence, obviously added significantly to revenues, if not earnings.
Re: "...yes, you did add to my knowledge. Before your post I had no idea CherryPicker had brought in such good numbers."
For the last time, I added nothing terribly significant in either post concerning the actual size of Cherrypicker's contribution. You may draw your own conclusions as to how much of the revenue growth came from modem sales(which did increase dramatically- overtaking CMTO's growth), and how much(if any) is from Cherrypicker revenue growth. If you think Cherrypicker revenue was added unfairly into the comparisons offered, by all means, get to the bottom of that. I'll have no beef with the revealing of such a truth be it so.
"First of all, the agreement was with Terayon (not Telegate), and was struck last March and ends one year later. From the S-3:"
What's this? Who said it was with Telegate anyway? Not me. If the acquisition of Telegate allows TERN to develop what Rodgers may want, so what? I can't tell you it does, only that Gilder seems to imply it does, just as you say. So what?
"Will Telegate/Terayon meet Rogers' requirements within the next 3 1/2 weeks? "
How am I supposed to know? I read in GTR that Mr. Gilder expects Tern to offer a voice and data product for DSL within weeks, but he says nothing about the timing of a voice for cable product- save that presumably it already exists, and thus- I guess here- could already have been offered to Rodgers- although I have no knowledge of such.
Re: "I will refrain from using the term "thrown out," and use "not included," instead. The latter has the door slamming more quietly."
That will be a misleading approach since it ignores the existing invitation which you otherwise recognize. Not an appropriate way to go, IMO, and certainly not necessary to your purposes. Get real, IMO. Save it for when TERN fails to deliver and the invitation is gone, if that's to be the case(as I take it so many in the industry believe).
Re: "You go on to write:"
No, I didn't write that, I quoted from an article written by the CTO's of Shaw and Terayon.
Re: "Could you please respond to the following comments from a friend in the industry?
"They're adding up multiple headends across a large geographic area to get those numbers. . . . The fact remains TERN systems have a HARD LIMIT of 128 simultaneous users/channels. That is the absolute most under ideal conditions. DOCSIS deployments have no such limit.""
Sounds right to me, from all I gather- though it may be misleading since DOCSIS deployments are limited by noise. Have I got this right Mark? I think we both know that Terayon doesn't try to sell a system that can't be upgraded beyond 128 users in 22,000 homes passed...the question is, for the first 128, second 128, and so on, are there cost advantages in being able to pass so many homes without adding high pass filters and products like CMTO's Return path Multiplexer.
Re: "Anyone who would give false information on something as critical as earnings' figures certainly can't be trusted to be honest about anything else.
Ok, fine, don't gimme a break..LOL. As indicated above, nothing in my original statement was false save if Cherrypicker was not at all accretive to earnings. Allowing for that event, I took it back- admitting a possible error before it's even proven to be an error. I hope that was the responsible thing to do. For all I know, if it pleases you, the boom in modem sales hindered earnings, but I'd doubt it.
Dan B |
