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To: Broken_Clock who wrote (8886)6/10/1999 10:28:00 PM
From: drsvelte  Read Replies (2) | Respond to of 14427
 
CMTO & TERN

I have followed both of these for a couple of months. They have been beaten down unmercifully on the perception that cable modems have become "commoditized" just like copper wire modems. Plus, CMTO was hammered on an analyst report that margins were shrinking. They exploded after the 'Portland' decision which would, if it stands, open up cable to other ISPs and expand the market.

BTW, I have a COM21 modem with @Home and it works great!