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Technology Stocks : Terayon - S CDMA player (TERN)
TERN 26.31+0.8%Nov 21 9:30 AM EST

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To: Bernard Levy who wrote (51)2/18/1999 6:54:00 PM
From: Robert Sheldon  Read Replies (1) of 1658
 
Mr. Levy

Am I confused?

If I understand BRCM offerings, they contribute their advanced TDMA technology for the downstream path, while TERN contributes its patented S-CDMA for the upstream path. If this is the case, I do not see how we can compare TERN directly to BRCM.

I may be wrong however . . .

By the way have you looked at TERN's volume ramp (not shares traded - I'm speaking of shipments) lately? They are nearing critical mass for profitability.
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