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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 (53)2/18/1999 8:18:00 PM
From: Robert Sheldon  Read Replies (1) of 1658
 
BRCM has not been invited to submit a proposal for the upstream path.

Anyway, my assertions of TERN's 'ramp up' are simple. At this time TERN's variable expenses are a shadow compared to their fixed expenses. As they sell additional product, their exposure to variable expenses is such that they will become profitable. I mentioned their volume ramp because it has been far ahead of most analysts projections.

FYI . . .

The DOCSIS standard is meant to enable a broad base of equipment vendors to manufacture standards-compliant modems and facilitate retail distribution, thereby accelerating cable modem adoption. The DOCSIS 1.2 specification will be backwards-compatible extension of the 1.0 and 1.1 standards and will improve upon these previous versions primarily in terms of upstream operation. The key enabler of this improved upstream operation is TERN's patented S-CDMA technology, which operates in environments with excessive interference. CableLabs should finalize DOCSIS 1.2 in the first quarter of 1999 with product shipments beginning the first quarter of 2000.

TERN will contribute S-CDMA intellectual property to the DOCSIS royalty-free pool. However, access to the intellectual property and successful implementation of S-CDMA are entirely different matters. As a result, TERN could leverage its expertise with S-CDMA and generate revenue from the new standard in a number of different ways, including 1) licensing S-CDMA intellectual property that aids other manufacturers with the implementation of this technology, 2) selling chipsets to other modem manufacturers, and/or 3) partnering with a leading chipset manufacturer to design and sell chipsets.

Thanks for bringing up the finer points of these technologies.
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