Here: Message 13461957 Happy now?
"While the vast majority of the cable modems installed in the United States are based on a technology called TDMA (time division multiple access), Terayon's products are based solely on a technology called S-CDMA (synchronous code division multiple access)."
Yes, sheepseeker, the above bolded is what he wrote, and was certainly very sloppy at best, as it happened to be 100% contrary to the fact that TERN WAS ALREADY SELLING DOCSIS TDMA BASED PRODUCTS(get it?), and hence Terayons products were in fact NOT "based solely on a technology called S-CDMA as Pluvia wrote(comprehendo?)." But hey, surely this was an honest error, eh? LOL. Surely he wouldn't want to imply, for instance, that TERN didn't support the DOCSIS standard like nearly everyone else, despite TERN's uncommon enough position as one of only four companies working with Cablelabs ON the standard, would he? Huh, I guess he would, for he goes on...
"Cable companies and cable equipment manufacturers in the United States have formed an industry consortium called CableLabs, of which Terayon is a member. CableLabs is responsible for developing and certifying a technology standard for cable modems and for cable headends. The purpose of the standard is to create a common technology platform by which all manufacturers will abide. CableLabs' standard is called DOCSIS, and substantially all US cable operators have endorsed the use of DOCSIS in cable headends and modems. In order to sell a material quantity of cable hardware in the United States, therefore, a manufacturer must develop a DOCSIS-compliant product."
Oh, but TERN, we recall, "SOLELY" offers something else. Dang, too bad for TERN(if you believe Pluvia). He goes on to make it worse(if that were possible after his opening lie about the products TERN offered).
"Without standardization, Terayon is left with a proprietary technology, (S-CDMA), that none of its competitors use and that has almost no market value in the United States. Eighty-six percent of the cable households in the US are served by only eight cable companies. Each of these companies has adopted DOCSIS and will purchase and deploy DOCSIS systems."
You don't think he implies here that unlike it's competitors, TERN wouldn't be selling DOCSIS products for deployment anytime soon, do you?
I give him credit for noting that TERN was a member of CableLabs(though this fact couldn't have been shrugged off better unless it had been left out altogether, per the above highly mis-leading crap, IMHO).
Now that S-CDMA IS in the DOCSIS standard, and TERN is to date the only company in the world offering a complete DOCSIS 2.0 approved solution(both modems & headends) for cable operators to buy(and their Immedia Semiconductor subsidiary is making the 2.0 certified chipsets, all by itself), it really is interesting to realize that all the statements from TERN which Pluvia went on in THIS report to attempt to paint as lies worthy of a lawsuit, can now clearly be seen to have almost certainly been nothing but quite honest attempts to communicate the truth of Terayons honest expectations for S-CDMA in DOCSIS as they understood it at the time.
Slice it how YOU choose, I choose the reality of it, IMO, and so view the stilted and in this case blatently FALSE words of Pluvia, as the criminal words of a lying con man, nothing more(that's right, it isn't legal to lie about what products a company does or doesn't offer, in order to further your investment objectives).
Don't forget to establish your short postion before publishing your short picks to your sheep, ok? Wouldn't wanna do that now, ya hear? Oh and hey, don't forget to cover while your short recommendations still stand, OK? SURE wouldn't wanna forget that, either, as
Freedom Works,
Dan B |
