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To: pat mudge who wrote (1679)	2/4/2000 6:03:00 PM
From: Mark Laubach	Read Replies (1) \| Respond to of 2347

Small correction. LANCity is now part Arris Interactive. It was placed there due to the requirements of the Nortel<>Antec joint venture agreement. Nortel doesn't do cable business, Arris does. Mark

To: pat mudge who wrote (1679)	2/4/2000 7:08:00 PM
From: Techplayer	Respond to of 2347

pat, Yes, Lancity is inside of NT. Brian

To: pat mudge who wrote (1679)	2/5/2000 9:24:00 AM
From: riposte	Respond to of 2347

Warrants Draw Big Customers An interesting article @ InteractiveWeek. I like the part about SEC scrutiny... Steve Warrants Draw Big Customers By Kimberly Weisul, Inter@ctive Week February 4, 2000 2:18 PM PT URL: zdnet.com Big deals often mean big concessions. That's the lesson start-up Web companies such as Commerce One and Ariba are learning as they try to sign the Fortune 500 as customers. Commerce One, an online procurement company, recently signed General Motors, Mexican bank Banamex and Royal Dutch/Shell as customers. The deals were all sealed with warrant arrangements that work much like stock options. The warrant holder is promised the ability to buy future shares at a set price. The deal would allow GM to earn the right to purchase about 5 percent of Commerce One. Both Banamex and Royal Dutch/Shell could receive Commerce One (www.commerceone.com) shares if their joint ventures with the company prove successful. In return, Commerce One will receive shares in the joint ventures it is helping to build. Exact terms of the GM agreement are expected in the coming weeks. [SNIP] In all three cases, the right to purchase shares is contingent upon performance goals or initial public offerings of joint ventures. That means conventional analysis won't yield a hard-and-fast value for the scrip, making it difficult for shareholders to determine the true value of the sweetener. Because of this difficulty, the Securities and Exchange Commission (www.sec.gov) has directed accounting regulators to review these types of grants.

To: pat mudge who wrote (1679)	2/5/2000 12:39:00 PM
From: Scott C. Lemon	Respond to of 2347

Hello pat, > LANCity is now part of NT, correct? Yep ... they were a part of Bay Networks ... and Bay was bought by NT ... so it's now a part of NT. > When you look at Shaw, watch for Motorola. I believe they're > involved in about 50% of their network. I'm still poking around ... I hope to find more information soon ... ;-) (P.S. Thanx for the updates on the other matters ... it's nice to have a lot of research going on ...) Scott C. Lemon

To: pat mudge who wrote (1679)	2/19/2000 3:05:00 AM
From: Dan B.	Respond to of 2347

Pat, Re: "I asked(your lawyer) about the company's responsibility regarding their key focus and if there was a grey area between preaching one message and executing another. I explained about their earlier focus on S-CDMA and how they're buying small companies in order to shift away from the non-standard S-CDMA to a full array of last-mile solutions. He said there are no grey areas. If it's not true, it's fraud." Aside from not seeing any significance in your use of the term "non-standard S-CDMA," since there is no DOCIS standard for S-CDMA as I write, and TERN's S-CDMA is the only S-CDMA for cable I know of, I'd point out that these acquisitions plainly are apparently intended to work with and enhance their proprietary S-CDMA. I can't see a shift away from the focus TERN has had from it's inception. Cherry is to be incorporated with S-CDMA and the cable telephony technology acquired with acquisition of Telegate is already CDMA. No case, IMHO. "If the SEC filings list the company as being focused on S-CDMA products, then that, indeed, has to be their focus. If they've changed directions and haven't changed their story, it's fraud. If the CEO is saying they'll have an S-CDMA-based DOCSIS product by the end of the year and they've not submitted one for testing, it's fraud." If they intend to submit a S-CDMA modem for testing by a date, and they fail despite best efforts and/or other extenuating circumstances, it would not be fraud, IMO. "If their DOCSIS sales are tied to an OEM model, they need to make that clear." It seems clear. In short, they say so. Dan B