Terayon - S CDMA player (TERN) Message Board

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Technology Stocks : Terayon - S CDMA player (TERN)

TERN 27.17

+6.3%

2:56 PM EST

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To: 200ma who wrote (1350)	2/19/2001 7:12:20 PM
From: Dan B.	Read Replies (1) of 1658

Re: "I think george gilder pumped terayon and their cable modem boxes, it turns out they weren't anything more than glorified VC's" I'm guessing here, but I'd gather you bought a DOCSIS compatible TERN modem, the ones Pluvia falsely claimed didn't exist, and which perhaps might as well not have, whatever. As for the S-CDMA boxes which Gilder specifically believed in, it is fair of me to say I personally verified via e-mail that at least one company deploying them was very happy and had(s) no known intentions of switching. I haven't noticed any news of recent S-CDMA sales by TERN. To speculate that they might pick-up again, would be just that, speculation. It does seem to me that with file sharing perhaps being here to stay, the S-CDMA 50/50 split between upstream and downstream bandwidth might be highly desirable, I just don't know that the overall bandwidth of any cable modem systems today is enough to really drive sales. Dan B

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