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

To: Mark Laubach who wrote (1765)	2/21/2000 7:58:00 AM
From: Hassell Anderson	Read Replies (2) \| Respond to of 2347

Mark, I'd recommend doing technical diligence before labeling someone as a "perpetrator of fraud Pat has already acknowledged that the she is accusing TERN of commiting fraud. She even claims to have consulted attorneys regarding the matter. She claims that she isn't short TERN, but have you ever consulted an attorney about a company in which you have no position? I think anyone who bothers to read her posts should strongly consider the possibility that she - or someone she is associated with - has a short position in TERN and assess her motivations accordingly. I can't think of any other rational motivation. I don't give her posts any credibility any more. If you go back and check my postings here and Dave Horne's posting elsewhere (I don't have the message number reference) you can get the non-speculative skinny on TERN's proprietary cable modem's capabilities ... Therefore, on upgraded plants, the TERN S-CDMA based symmetric system is actually much less effective than DOCSIS, DAVIC/DVB, CMTO or Motorola I've read through most of the technical arguments and haven't seen anything that effectively contradicts your conclusion. The question then becomes whether it is more cost-effective for a cable operator to upgrade their plant and use TDMA, or to use CMDA over existing plant. Given the competition with DSL, there are considerable first-mover advantages in deploying cable modems before DSL is deployed. Therefore, the economic analysis should include time-to-market considerations. I would be interested in seeing more comments regarding the economic issues from you and others who are knowledgeable of the cable industry. Thanks. Hassell