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Technology Stocks : COM21 (CMTO) -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (502)	6/9/1999 10:51:00 AM
From: Roger L. Chuchen	Respond to of 2347

Hi, Pat. But does Paul Allen own a stake in Com21 or is he in anyway affiliated with it?

To: pat mudge who wrote (502)	6/9/1999 10:53:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 2347

Pat, TERN is up big way on very high volume, and CMTO if following. I could not find any news so far. It is interesting, the TERN with smaller revenue, inferior technology has twice higher cap. I guess larger number of analysts covering stock and CEO of TERN hyping his company via Street.com ( cheap approach) is temporally overcoming the fundamentals. Zbyslaw

To: pat mudge who wrote (502)	6/9/1999 2:22:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 2347

From Bloomberg: TERN is hyping its stock.Look at ridiculous ref. to CMTO. First Street.com now newsletter are suporting TERN. See who will have the final word. Santa Clara, California, June 9 (Bloomberg) -- Terayon Communication Systems Inc. shares rose as much as 26 percent as an article about the cable-modem seller in a newsletter and company presentations introduce the stock to new investors. The shares of Terayon, based in Santa Clara, California, rose 6 1/4 to 38 3/4 in midafternoon trading of 1.6 million, more than three times the three-month daily average. Earlier, they touched 40 7/8. Industry newsletter ''The Gilder Technology Report'' in its June edition, includes a positive profile about the company, which had 1998 sales of $31.7 million, and its future prospects. Chief Executive Dr. Zaki Rakib today spoke to investors at an Alex. Brown technology conference, and next week will appear at two additional conferences. ''This is a small-cap, under-followed stock,'' Stephens Inc. analyst John Corcoran said. Terayon spokesman John Hamburger also attributed some of the rise to the Gilder report, which came out yesterday, as well as to today's presentation by Rakib. Hamburger said the company will be demonstrating its technology next week at the National Cable Television Association's 48th Annual Convention and International Exposition in Chicago, and Rakib will make another presentation to investors at a PaineWebber conference June 17. Corcoran, who rates the stock a ''buy,'' said the company's cable-modem technology works well and the company is selling it well, too. He said the company's cable modems work at a faster speed and can carry more data. ''Terayon has built a better mousetrap,'' he said. Terayon's modems enable high-capacity service over any type of cable system. They work by encoding the data and spreading it across available cable space. Because the data signal is weak and spread out, it isn't subject to the noisy interference that can corrupt transmissions on other systems. Companies that use Terayon's systems, which include Rogers Communications Inc., Canada's biggest cable-TV company, are able to reduce the noise and increase capacity without the expense of adding more fiber to its network. In April, Terayon shares reached a high of 55 1/2, and by Friday, had fallen 52 percent. Spokesman Hamburger said the stock dropped because of some comments made by a competitor about pricing pressures, and slowly analysts and investors are realizing there's been no fundamental change in Terayon's business. At yesterday's close, Terayon's shares have risen 20 percent so far this week. NYSE/AMEX delayed 20 min. NASDAQ delayed 15 min.

To: pat mudge who wrote (502)	6/9/1999 5:55:00 PM
From: Robert Sheldon	Read Replies (3) \| Respond to of 2347

HSAC chooses both the ‘cable modems' and ‘head ends'. I would bet that they will move to TERN after its DOCSIS compliant modem is introduced into the market later this year or early next. Why? The S-CDMA technology pioneered by TERN is superior for the types of cable companies that HSAC focuses on . . . HSAC focuses on firms with less than 100,000 subscribers and the infrastructure at these companies is in need of upgrade . . . the TERN modem allows for terrible cable but works around the "noise" with the CDMA transmission standard. So, in short there is no need for a very costly upgrade in infrastructure (in most cases) Hi Pat. :-) Robert