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Technology Stocks : COM21 (CMTO)

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To: ftth who wrote (1835)2/24/2000 6:21:00 AM
From: Dan B.   of 2347
 
Dave,

Well, my stomach isn't quite so weak as you imagine. I liked your piece. It is, if nothing else, fairly plainly coming from a biased source- hence most would think twice before buying into it. I have to laugh with you in this case. It's just good satire, and I have to like it even if I disagree. It's a hatchet job, and of course, I naturally feel anyone who accepts the generalities it implies about Mr. Gilder and even, of course, S-CDMA at face value, is probably a mindless robot.

I hope folks have noticed I have no desire to bash com21. I wish both companies well. If Terayon finally becomes a part of DOCSIS, then it will be compatible with Com21...and the two may one day be running side by side somewhere. S-CDMA after all, is intended to be a noisy plant solution, one which its own CEO knows is but a step on the way to faster modems like those from com21, for instance(I hope I'm not underestimating TERN here, my apologies, if so). I think Mr. Gilder believes that so long as there is Coax, there will be noise which will make S-CDMA a valuable commodity in many instances.

Dan B
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