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Technology Stocks : COM21 (CMTO)

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To: Hassell Anderson who wrote (1975)	3/20/2000 10:54:00 AM
From: Mark Laubach	Read Replies (2) of 2347

Personally, I view the article aimed more at the "agressive lobbying" that TERN is doing, rather than at the technology itself. To me it seems that the politics of the situation is that CableLabs basically said "shut up, go build the DOCSIS prototype, and after it works, we'll talk..". It looks like TERN has not taken the advice of shutting up and is still promoting heavily. BRCM has now joined the image battle with its own spin. From my participation in the IEEE 802.14 HiPHY working group. I think there may be another motivation. The gate count hit for implementing S-CDMA is rather heavy, something on the order of 100K-200K gates. The industry won't deploy S-CDMA everywhere, even if it is available. However cable modem ASICs would need to carry the S-CDMA gate burden regardless. I don't know the gate count hit of the Digital Furnace Propane approach. But, I'm going to hazard a guess that it is less than the S-CMDA hit and would likely be used more often than not, so some to all of the additional gates would be put to use in the cable modem. This would allow Broadcom to state both better performance and lesser cost. Mark

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