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

To: Stoctrash who wrote (169)	7/24/1999 9:32:00 AM
From: Ron M	Read Replies (1) \| Respond to of 1658

I thought this board needed a little thought provoking conversation so here is a pertinent repost from the Gilder board. To: CF Rebel who wrote (1853) From: George Gilder Friday, Jul 23 1999 9:30PM ET Respond to Post # 1854 of 1854 Yes, it's all over for Terayon, Cisco, Tellabs, AT&T, all the DSL barons, and most of the telecom establishment when a meteor hits the earth, worldwide nuclear conflagration breaks out, Birnham Wood comes to Dunsinane, or fiber comes to the home--whichever happens first. I don't know about this Birnham guy, but hopefully, fiber to the home will be spreading incrementally on the bleeding edge for the next ten years. And yes, retarded legacy systems will not readily accommodate Terayon, but they will accommodate Terayon better than they can accommodate any of the other non-CDMA modems, which are much more sensitive to the flaws and noise in the existing plant. Meanwhile, Terayon will dominate all the new buys in the cable modem market around the globe.