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

To: Geof Hollingsworth who wrote (266)	2/3/2000 2:33:00 PM
From: Bernard Levy	Read Replies (3) \| Respond to of 1658

Hi Geof: During the last few days, Dave Horne and Mark Laubach have posted great analyses of TERN on the CMTO thread. Consider for example: Message 12723404 Another sightly irritating aspect of George Gilder's reports is that he rarely acknowledges original material that he draws from. He has been right on in the area of optical networking, but his inspiration can be found in Paul Green's papers. Paul Green is one of the unsung heroes of the modern era of optical networking. Together with Bob Price, as a MIT PHD student in the late 50s, he invented the Rake receiver which is now used for DSS CDMA. Then in the late 70s and 80s, he was the leader of the optical networking group at IBM before optical networing was fashionable. His textbook in the early 90s is one of the classics of the field. He was traded to TLAB when IBM sold its optical networking division to TLAB. Another poster informed me privately that Ultracom is alive. Unless the combination of a big chip maker such as TXN and a big cable operator such as T or AOl/Time-Warner puts its weight behind Hi-PHY in general, and S-DMT in particular, we are probably doomed to stay with the current DOCSIS standard. Best regards, Bernard Levy

To: Geof Hollingsworth who wrote (266)	2/10/2000 4:19:00 AM
From: Dan B.	Respond to of 1658

Your comments are very flattering to Bernard in likening him to Pavorotti, and I think that is fine. Never-the-less, likening Mr. Gilder to Joe Granville is ludicrous in the extreme, and I think Bernard will concur, even if he is leary of the man. Be Bernard's opinion as it may be, Mr. Gilder has indeed been Tech. correct in the past where industry leaders and attendant pundants dismissed him as silly. While I for one don't think it's GRAND that he is readily willing to point it out, I do think it is acceptable, and it certainly is fair enough to all concerned, so far as I know. If you are waiting for him to fall into the discredited heap of self-promoters, my advice is don't hold your breath. You may not be aware, but the man is beyond that by now, even if all his stock picks go to zero. His previous work ensures he will not be forgotten. Freedom works, Dan B