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

To: Roger L. Chuchen who wrote (514)	6/10/1999 11:55:00 AM
From: Robert Sheldon	Read Replies (1) \| Respond to of 2347

shouldn't it have let Terayon on this deal? Tern is not in a financial position to make such purchase (even $1MM). If they plan on using Terayon's products Hardly anyone is planning to use TERN's products . . . at this time. As I mentioned before it will probably be late this year or early next when the new DOCSIS compliant (which TERN helped shape) modems are released that folks will start to take notice. HSAC just offered its shares to only 2 MAJOR suppliers: Com21 (1 million investment) Anyone can buy at the IPO . . . or any other time for that matter. Perhaps Com21 was more attempting to purchase influence than “getting” something. don't you think the company would have some influence over which cable modem supplier to use? Again, with this industry evolving so rapidly, the best penetrating technology will win out. Influence will only go so far. I hope that as an investor you are not a proponent of the good ol' boy network. Those sort of arrangements only serve to add costs to projects and destroy capital. Finally, remember that a low cost overall solution will rule the day. With so many small cable companies (such as those HSAC is targeting) in need of a cable modem access, they will accept the least expensive solution. Today, that happens to be HSAC. HSAC in turn will not pay more than it has to for a solution because 1) they want to make as much money as possible (darn those capitalists) 2) they actually become owners of the equipment and then lease it to others.