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

To: Mark Laubach who wrote (1784)	2/21/2000 3:30:00 AM
From: Dan B.	Read Replies (1) \| Respond to of 2347

Mark, I stand corrected concerning the lack of an ability of others besides TERN, to operate on non-upgraded plant(I wish I had been better and not gone there). Furthermore, to me, this makes Mr. Gilders statements at the very least misleading to me personally. In fairness, perhaps he never actually said such a thing, and I just mislead myself(but I think he did- and if so it could stem from a confusion with the older equipment as you've noted). However, does TERN in fact operate on old plant without the need for high pass filters and/or a product like the Com21's RPM noise solution, and if so, could this offer cost advantages as seems to be indicated from the case studies earlier referenced from the TERN thread. Would such a scenario explain why TERN sells anything at all(as I think you've often wondered out loud here)? It seems that either TERN isn't really selling any modems, and customers aren't really saying that the tests of competing equipment including Com21's didn't measure up to TERN in terms of deployment costs/reliability(fewer parts to go bad) (as reported by Gilder, and in those case studies, I believe), or TERN does offer some cost advantage(due to noise handling abilities) in numerous enough situations to create the growth in modem sales reported... or TERN somehow rigged the tests. I know that Rakib(TERN boss) himself has concurred very specifically with your point No. 8, Re: "8)...as plants are tuned and or upgraded, much more spectrum with S/N above 25dB (and 16dB) are created, paving the way for the symmetrical system to be replaced with a more economical system when the business plan of the cable operator calls for it." ...and that Rakib stipulates that S-CDMA being in DOCSIS is necessary for Terayon deployments to become compatible with an upgrade deployment of DOCSIS TDMA based 30mbps equipment. So it's obvious that S-CDMA's inclusion in DOCSIS is imperative for TERN- though I admittedly wasn't sure in an earlier post or two on SI. The only way it wouldn't be absolutely imperative(if I have this right) would be if they built an S-CDMA compatible TDMA based 30mpbs system outside of DOCSIS, but offered to their customers...in which case, at least they'd have a solution for current S-CDMA customers. Re: "Yes, S-CDMA can work in more severe environments, but I'll talk about that later." Please. Thank-you for all your efforts, Dan B