Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Techplayer who wrote (1100)	9/27/1999 6:16:00 PM
From: nghi vu	Respond to of 2347

based on what I read...most companies, cmto included have discuss that TERN tech offer little advantage. What TERN offers in my humble opinion is a way for SOME MSOs to save money from upgrading. Short term bandaids rarely work long term IMHO. I have brought this issue up before on this board and it will be the last time I am repeating this....if TERN management is so confident in their holy grail technology, why did they oemed someone else? did they worry that market share is taken away by others because pounding table on their technology did little so far?

To: Techplayer who wrote (1100)	9/27/1999 7:08:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 2347

If TERN's S-CDMA were to be written into the DOCSIS specs, they would have to add the technology to the pool and thereby make it available to everyone equally. The DOCSIS standard that was to include S-CDMA has been postponed indefinitely so whatever advantage TERN may have had has also been delayed indefinitely. In the meantime, TERN is certified for a modem developed by someone else and doesn't feel compelled to make it clear to the public --- or their shareholders --- what they've done. When CNBC touts their S-CDMA I doubt they know it hasn't received certification, nor that it's been put on a back burner by CableLabs. Incidentally, CDMA patents for cable modems are held by Stanford Telecom, currently being acquired by NN who in turn has sold the components unit to Intel. So, the question arises, what does this do to Broadcom who holds a license from STII? Can the license be revoked? Can the terms be changed? Will Intel encroach on their turf? To focus on Terayon is to watch the clowns while, in the center ring, elephants are swinging from the flying trapeze. Pat