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Technology Stocks : COM21 (CMTO)

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To: pat mudge who wrote (2127)5/17/2000 4:16:00 AM
From: Dan B.   of 2347
 
Pat,

I should imagine Shaw likes S-CDMA modems just fine in their proper place- i.e. probably in certain noisy city locations with older coax plant, maybe even with HFC there.

It's almost certain that the shortage to be partly overcome with TERN modems will be the done with TERN OEM DOCSIS modems. Bad Margins? Ok, probably so, but then I don't know just what it comes to, or if an agreement limits what TERN might get paid for them in these times of trouble.

I know that since S-CDMA covers some part of Shaw's network, this fact would be an overall benefit to them in these trying times of DOCSIS shortage, you see?

So not only does TERN help Shaw overcome their MOT modem shortfall with some DOCSIS modem help, but parts of Shaws system that use S-CDMA are likely unaffected by the shortage.

So Shaw probably likes TERN for being an alternate DOCSIS supplier- and as vendor of BOTH modems- just fine right now!!!

So, reworking your premise and conclusion, Re: "I've known for some time Shaw preferred Motorola to Terayon. Interesting they've made it public.(of course, nothing in this news states that Shaw "prefers" MOT to TERN, thank-you- Dan B)"

...with a little of my own perhaps plausible thought, I come up with: I've known for some time that Shaw values both MOT and TERN products. Interesting that Shaw made this information public.

Freedom works(and I STILL don't own any Terayon!)

Dan B
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