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To: Mark Fowler who wrote (94163)	2/20/2000 6:20:00 PM
From: Slumdog	Read Replies (2) \| Respond to of 164684

Mark, Long PHCM,CMRC,JDSU,CAMP,AWRE. What do you expect from TERN near term and do you have an entry point in mind ? D.

To: Mark Fowler who wrote (94163)	2/20/2000 9:03:00 PM
From: fedhead	Read Replies (2) \| Respond to of 164684

TERN makes cable modems. I think the margins are in the headend equipment which terminate all the cable modem connections and shove it out into the internet. There are number of manufacturers that make cable modems. I think TERN's current valuation is based on their penetrating other area \s besides cable . The company whose chips are used in all these headends is Broadcom . (BRCM) So if I were to play cable I would go with Broadcom.