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

To: Dan B. who wrote (259)	1/31/2000 12:37:00 AM
From: George T. Santamaria	Read Replies (1) \| Respond to of 1658

What are the expected future R@D expenses, one wonders?.......... Maybe one still has to ask: "Is the technolgy ready for market?" By ready for market, I mean that enough invsetment on product development (Intergation of electronics into ASICs, for example)has occured that the TERN product will sell at a price that will earn the company money and help the company's customers earn money. Wherever TERN is at now, it becomes readily apparent that if they must throttle customers' data rate back to 64kB/sec, then the technology is not doing a competitive job for their customer's customers, i.e. the consumer. Conventional 64QAM/Qpsk gives the consumer a 30M down link and 600k uplink. Therefore, the fundamental R&D isn't over either! If they are rolling out hardware and they have to neglect R&D and other expenses to be able to say thay are just barely breaking even, then not-so-fundamental R&D such as manufacturing engineering and ASIC development must be continued.