RE: Your first several paragraphs...I'd note, as you may have if you've gotten the full report by now, that Gilder stated in the end of his letter that ICAB's man hopes to make S-CDMA an industry standard in Asia. Gilders humor has been keen, IMO, in the past. I think the opening statement is just a part of a feeble attempt at a tricky opening which was a fooler by nature, but which didn't tickle me this time.
Another definition of "standard" in my dictionary is "Any type, model, or example for comparison." That definition, I'd say, suit's Mr. Gilders purposes just fine, thank-you. I say it's suitable because with S-CDMA being deployed by Cable outfits around the world, it is indeed an "example for comparison" within the industry.
"...the average reader will assume he's referring to a meaningful standard"
All in all, given the reality of TERN's current lack of current DOCSIS inclusion, which he knows his readers are informed of, and his final statement on the subject of a standard in Asia(as per above), sorry, I don't think so.
Re: "it's easy to see how readers would assume this "industry standard" would be one with such significance Terayon could well become another Qualcomm"
I don't think that's easy to see at all, as per above. If he wanted to fool anyone, he didn't fool me. Putting it simply, by a quite proper use of the word "standard," if you are talking about S-CDMA in the world of the Cable Modem industry, Terayon's products are the ONLY possible standard to look at, so far as I know. That this product has been sold into it's target industry around the world(without similar competition) verifies it's place as a standard.
Re: Your diatribe about DOCSIS and TERN/gilder statements and reports in general...I think you are and have been attempting to look at anything TERN in the worst possible light without a hint of offering an honest appraisal of the legal issues you create and discuss. Lawyers schmoiyers.
For the fun of it, Re: "If a loss of .19 was expected and CherryPicker helped bring in a plus .04, what other products might have helped besides CherryPicker? "
Answer: S-CDMA modems, as just one example. If they can't sell any OEM modems as you've indicated, the modem sales growth reported MUST be S-CDMA modems. I haven't a clue why you think it's clear that the expected loss was based on declining sales of S-CDMA modems.
Re: "Are you now saying Gilder is backing Terayon for its "enabling technologies" and not for its proprietary S--CDMA products? If so, I need clarity"
No. I'll say that "enabling" was a poor choice of words on my part. "Complimentary" would have been better.
Re: "-and S-CDMA proprietary sales are slowing-"
Do you have the reference on that? I'm not recalling it just now.
Re: "To be a success in the North American market, you have to receive DOCSIS approval"
I waver on this issue. Qualcom struck out on its own and effectively set its own industry standard, which is another relevant indication of what "standard" can truly mean. They look to be successful worldwide in the future. Terayon? Until Fiber gets real close to home, the market for noisy plant systems may well remain big. Unless Mark or someone shows definitively that CMTO or someone else can serve this market more cost effectively than TERN can(could happen today, for all I know), the possibility remains.
Re: "If Gilder meant to say Terayon didn't have TDMA, wouldn't you assume they (Terayon) would have turned to a company that did have it and not to Telegate, another S-CDMA house?"
No He didn't say they wouldn't turn to someone for OEM voice, not even that they hadn't sought it already. I have no knowledge of the time frames involved, for implementing an existing S-CDMA voice product based on their own invention into their own S-CDMA modems, vs. imlementing Voice into their current OEM product(both acquired from elsewhere). They need to design, and probably manufacture, the chip, in each case. So I guess it makes some sense S-CDMA would come first, No?
All I saw was Gilder telling me what he's heard and thinking. That would be 1) Something unknown makes OEMvoice a problem "in particular." Logical here it is, to presume TERN won't be selling OEM modems with voice to Rodgers any time soon(the reasons are of little consequence unless you worry of the impact on earnings of OEMvoice sales in the near future- or ever), 2) That S-CDMAvoice is likely to be the first of the two to arrive and 3) Here's a serious step TERN's taken, backing up point 2. I hope this clarifies what he's saying. Your point, essentially, that OEMvoice needs some fleshing out, is a good one, and it's good to be reminded of it for future reference.
Re: "If you can find someone who'll go on record saying they're in either(1.2 or HyPHY), and put it here for all to see, I promise never to bring up the issue again."
Geez, this IS seeming Kafkaesque. As if I'd said something to indicate...OH, forget it! :-)I know, I already have a more recent post on this point- it's the last! bg. Do I hear the sound of applause?
Re: "I would never call Gilder a blind pig --- nor insinuate as much. Blind pigs bump into walls without forethought. Gilder's a bright man and can't use ignorance as an excuse."
My dear, ANYONE can use ignorance as an excuse.
Re: "
I hope I've made it equally clear exactly what mistakes I meant. If I haven't, please tell me where and I'll be happy to respond."
Ahem...really?
Freedom works,
Dan B |
