Terayon - S CDMA player (TERN) Message Board

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Technology Stocks : Terayon - S CDMA player (TERN)

TERN 39.82

-5.2%

Dec 18 3:59 PM EST

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To: GOPbabe who wrote (1157)	8/4/2000 10:36:21 AM
From: feminvstr	Read Replies (1) of 1658

GOP ...nice to see you! many agencies reported CMTO didn't achieve same sequential revenue growth that TERN did resulting in downgrades of CMTO (that in itself was karma). CMTO gross margins appears to be on the decline, while TERN continue to rise. TERN is selling many more proprietary modems and headends which keeps margins higher coupled with aggressive acquisitions TERN will experience greater growth than CMTO. "Pat perhaps bought the wrong stock" had she centered her energy on CMTO instead of ranting about TERN:) BTW the convention was amazing last night:) all the best of buys Kimberly

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