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Technology Stocks : Terayon Communications Systems

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To: Shanti who wrote ()	8/2/1998 8:37:00 PM
From: Bernard Levy	Read Replies (2) of 48

To the thread: The June issue of Telecom Magazine contains an article concerning the successful deployment of S-CDMA by TCA Cable in the cities of Bryan and College Station, TX: telecoms-mag.com The advantage of S-CDMA for TCA was that no cable plant upgrade was needed. Another rollout is planned for Amarillo, TX. However before Terayon supporters start cheering, note that the article indicates that a) TCA plans to deploy DOCSIS compliant cable modems at a later date, presumably dual-mode modems under deployment by Terayon, and b) it will ultimately perform an HFC upgrade. This article confirms that S-CDMA is the only viable cable modem solution for pure coax networks. However, projecting forward in the future, it indicates that all cable operators feel that they will have to ultimately deploy HFC networks, at which time S-CDMA will have significant competition from DOCSIS compliant cable modems. Best wishes, Bernard Levy

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