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

To: SecularBull who wrote (246)	1/26/2000 6:39:00 AM
From: Dan B.	Read Replies (1) \| Respond to of 1658

I notice that Charter Communications, Paul Allen's Co., is now a Terayon customer. Mr. Gilder indicates that Tern's cdma is open access friendly, and notes that AOL's Case is pushing open access for obvious reasons. With his new found cable, perhaps he gets it all started- maybe even chooses TERN. BUT, if you go to Charters site, it is little but a treatise against "forced access." The site notes that the FCC doesn't seem to want to regulate access, that cable broadband would be delayed for years if it did, and cause unforseen havoc in general. Charter does note that a handful of localities have enacted some unexplained sort of cable reg's. Perhaps Charter is a customer of TERN's ONLY for such communities...or perhaps it's just a matter of looking at all the cards available to be on the safe side. I am left to wonder what will come of the R&D money TERN is spending. The only TERN system deployments I've read of are asking $40/mo for a 64kpbs line(more speed can be doled out, they say, if you want to pay more), it had better come to something. DAn B