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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 234.70-1.2%Nov 14 9:30 AM EST
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To: Mark Fowler who wrote (95293)2/29/2000 7:01:00 PM
From: fedhead  Read Replies (2) of 164684
 
I am hanging on for now. Wish I had been on the RMBS
boat. Is it all short covering or is there something more
to RMBS's rally ? Have you looked at TQNT ? I am not yet
covinced about the case for TERN. The money is in the headend busines. The headend is what the cable oberators like Time Warner etc put in their cable plant to terminate
cable plants. As of today most of the major cable operators
like TimeWarner, AT Home, Cox etc use Cisco headends. I think TERN made a huge move because Gilder compared their technology to CDMA and how it could be the next QCOM. Because Gilder was early on JDSU and QCOM, TERN got the same benefit. But TERN's position is not the same as QCOM.

Thanks


Thanks
Anindo
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