Terayon - S CDMA player (TERN) Message Board

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Technology Stocks : Terayon - S CDMA player (TERN)

TERN 18.48

+1.2%

Nov 7 9:30 AM EST

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To: pat mudge who wrote (489)	4/12/2000 12:48:00 AM
From: arun gera	Read Replies (1) of 1658

>>The letter from CableLabs to Rakib is dated Feb. 2, 2000, and the final decision to use TDMA and not S-CDMA, and thus eliminate Terayon from the co-authoring process, was made around the second week of January. I don't have this documented but you could contact CableLabs to verify exact date.>> May be worth verifying. The date for conference call is really quite close to the Cable Labs decision date. >>What I do like about Terayon - they have been aggressively selling to a large number of customers. The selling practices and issuing warrants is fishy, but no customer will buy TERN products if they do not work and especially the headends. No Cable operator is going to risk committing to a headend because TERN is giving discounts on modems. However, it is possible that the warrant sweet deal could have inflated margins.That would be something to worry about. >>I have a different understanding of "wide array of customers." Their two largest represent 70% of sales, and their four largest, 95%. From the latest 10-K:>> That is not unexpected. There are not that many large Cable Companies out there. Tell me why would even one of them buy a product that does not work or sub-par, especially a headend? Arun

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