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

To: pat mudge who wrote (1757)	2/19/2000 4:53:00 AM
From: Dan B.	Read Replies (1) \| Respond to of 2347

Pat, Re: "You've provided information no one on the recent CC could drag from TERN's management --- the value of CherryPicker to the bottom line. You've made it clear S-CDMA-based products alone would have resulted in a loss of .19" I think you've mistaken my meaning here...I'm not breaking out cherrypicker...I'm talking about TERN overall(I got the .19 estimate from Gilders letter, though I suspect analysts estimates were available elsewhere). Nothing new here. Unless otherwise shown, I have to presume the numbers I reported do nothing to break Cherrypicker out as you suggest. "I'm not to question Gilder?" Of course you are. I do. However, as I was saying...there is no evidence anyone here has made me aware of that would indicate he is capable of anything other than an honest mistake- which I believe he would readily admit. Not everyone has that quality, and I happen to like it. He is a very reliable source in general, IMO. Reject it out of hand if you wish, though I think that would be a bit head in the sandish. "..but his analysis would be more credible if he backed it for what it offers and not what he mistakenly thinks it offers." Mistaken? Again, nothing has been broken out by me here. Even if it were exactly as you say, fact is, Terayon offers S-CDMA for cable systems and intends to combine some other enabling technologies with it. Gilder backs Terayon for exactly what it offers. He is beating the correct drum of his choosing. There is not a credibility issue in this, IMO- save if he is ultimately wrong about S-CDMA- in which case the man clearly maintains mucho residual credibility in the eyes of countless knowledgeable and intelligent people all of whom would readily admit he was "wrong on that one." My point was that your listed competition for Cherrypicker is in the development stage, while Cherrypicker systems have been in use for some time. Please correct me if I'm wrong. "The same Gilder who just wrote that TERN's S-CDMA had become an industry standard?" Here you've misinterpreted Gilders statement much as you did mine. He indicated S-CDMA has become an industry standard in Asia, nothing more. I think that is largely true. "The same Gilder who admitted TERN couldn't meet Roger's requirements, that Telegate would be their salvation for VoIP --- and yet implied TERN was a CDMA leader?" Here you've mixed TDMA with CDMA leaving me feeling you've confused them in an odd way. It's simple. Gilder indicates TERN couldn't supply voice over TDMA for Rodgers. But TERN and TERN alone is putting Telegate S-CDMA together with it's own S-CDMA to create TERN systems offering voice over CDMA modems. Tern is clearly the S-CDMA modem leader- no credibility issue here, IMO- they even make their own chips for them. I don't see how he could correct a thing. "The same Gilder who crowns TERN the next QCOM without so much as a word about their being knocked out of CableLabs for 1.2 and Adv PHY?" He DID speak of DOCSIS, but who said TERN has been knocked out of the DOCIS standard, anyway? Gilder indicates they haven't been, and more significantly by far here, I take he's right since a recent post here quoting Cablelabs clearly indicates that they have every intention of including S-CDMA in a future combined DOCIS so long as TERN does build it. You could doubt TERN can build it(maybe they won't!?) and provide evidence relating to the technical possibilities of doing so, but you can't say they are knocked out when Cablelabs itself clearly and plainly is extending the invitation in. "Surely you're not suggesting I shouldn't question this man's veracity." Yes, of course I was. This comes across as an extreme notion I never intended. So, again, yes, question everything. But out-of-hand dismissals are tricky business, even where the source has been wrong over and over again in the past- since even a blind pig can find an acorn. If you'd say Mr. Gilder is a blind pig(I took it you might), then my point is to tell you no, he isn't. But that's your province to decide that issue, I just offered my advice, and unsolicited at that. It's free, take it for what it's worth, but I did mean to steer well. "maybe it's Ken Erhart who should be fired for making mistakes no professional journalist would make --- nor a responsible analyst, for that matter. Certainly not someone just named as a consultant to Merrill Lynch and writes for an international publication of Forbes' stature." I hope it's clear by now that this needs no further clarification. What mistakes? Dan B