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Technology Stocks : Terayon - S CDMA player (TERN) -- Ignore unavailable to you. Want to Upgrade?

To: Jim Fleming who wrote (135)	7/7/1999 9:26:00 PM
From: Bobo	Read Replies (1) \| Respond to of 1658

Any reaction to this? I wonder if this is the reason that the stock was down. cabledatacomnews.com JULY 1999 HIGHLIGHTS -------------------------------------------------------------------------------- Cable Datacom News Perspectives The Cable Open Access Charade Both sides in the cable open access debate deserve a thrashing for their recent antics. America Online's high-priced lobbying effort with federal, state, and local municipalities is misguided, focusing far more on its business interests than on the consumers it claims to represent. Of course, in principle, the world's largest ISP calling for any form of government Internet regulation is shameful. Conversely, the assertion by @Home and its cable affiliates that creating a scaleable provisioning platform for multiple ISPs is a technical impossibility, is false. Working with Cisco, the leading supplier of DOCSIS headend equipment, Le Groupe Videotron will test an open cable Internet architecture by September in Montreal. Despite the current protests by MSOs, we believe open access will ultimately occur for a simple reason: it is in their best interest. This is particularly true with AT&T. Ma Bell is primarily buying TCI and MediaOne to offer competitive local telephone services. Indeed, AT&T's pro forma financial forecast for 2004 projects telephony revenues to outpace those for Internet services by a four-to-one margin. At the end of the day, ISPs, including AOL, are valuable marketing partners who can help move subscribers onto AT&T's broadband network. Once connected, those cable ISP customers can quickly be sold AT&T local and long-distance phone services, a market-driven win-win proposition. The challenge for AT&T and other MSOs is to define and implement a responsible open ISP architecture and business model that best protects their interests, because if the FCC is forced to intervene, the terms will certainly be far less favorable. The Demise of DOCSIS 1.2? Facing heat from vendors and operators that have struggled simply to rollout DOCSIS 1.0 products in volume, CableLabs has put plans for adding an advanced PHY to the DOCSIS standard on the back burner. Commonly referred to as DOCSIS 1.2, this next-generation spec was to include Terayon's S-CDMA technology, as well as Broadcom's proposed frequency-agile TDMA solution. CableLabs has asked vendors to take their time and also evaluate other advanced PHY options, such as orthogonal frequency division multiplexing (OFDM), intentionally slowing the DOCSIS 1.2 development timeline. CableLabs' rationale for the DOCSIS 1.2 slow down is that the benefits of an advanced PHY do not outweigh the damages of market confusion created by unreasonably rapid standards evolution. The last thing MSOs want to hear from consumers is "why bother buying a DOCSIS 1.0 or 1.1 modem when 1.2 is coming?" It is not an untenable position.