IMO, sorry, but you are becomming thoroughly kafkaesque. All this talk about "avowed" reduces to the fact that I see Terayon/Gilder says that S-CDMA voice is what Telegate adds. Good grief...I thought you'd like my tentative approach, but you seem to seek some deeper meaning, secret, or purpose in my words, which is quite beyond my intent.
"Avowed" was your word.
. . . I did take it back, VBG. I TOLD you the first post was possibly incorrect and there it stands- unresolved. I never said nor implied in any shape or form that Modem sales didn't contribute to earnings- I only stated that Cherrypicker did. Kafkaesque. There is no mutual exclusivity between these posts- the second post remains true whether Cherrypicker contributed to earnings or not- since it only says that I don't know either way. I posted the correction to "cover my ass" in the event that Cherrypicker revenues did not actually add to earnings growth. I felt Cherrypicker probably added to earnings and I stated so in a very certain manner which I shouldn't have, but which may indeed be correct, so far as I know. The modem sales are reported and hence, obviously added significantly to revenues, if not earnings.
You're saying your first post was "possibly incorrect?" Was it or wasn't it? And who, pray tell, is going to decide? Are you saying you don't know if your words are true or not? Kafkesque, indeed!
Incidentally, it's not for you to decide if your credibility's been restored. No one's controlled my mind yet, and you're a long ways from being the first.
To refresh your memory, your original post states:
". . .Cherrypicker is already beyond the initial development stage, it's in use and helping to cause Tern's revenues to soar, and their pro-forma profits to become .04 last Q vs an expected pro-forma loss of $.19.. . ."
And your disclaimer reads:
My mistake...I presumed to assume that Cherrypicker is a boon to Terayon's business, when in fact, I know nothing of the kind for a fact. I do know I've added nothing you might not already have seen. The earnings report indicates that Terayons modem sales for the 4th quarter were 113,000 modem sold, headends sold numbered 400..I forget the percentages, but I believe the incease in modems sold in the 4th Q compared to the 3rd Q significantly helps account for the 62% sequential revenue growth.
Why don't you just admit you posted information you shouldn't have and make an honest attempt to restore your credibility? Covering your ass with a lie is so transparent it embarrasses me to have to point it out. You say, "There is no mutual exclusivity between these posts- the second post remains true whether Cherrypicker contributed to earnings or not- since it only says that I don't know either way." If one post says CherryPicker contributed to earnings and one says you don't know if they did, one is false. If you didn't know, your earlier post is a lie. If you did know, then your disclaimer is a lie.
For the last time, I added nothing terribly significant in either post concerning the actual size of Cherrypicker's contribution. You may draw your own conclusions as to how much of the revenue growth came from modem sales(which did increase dramatically- overtaking CMTO's growth), and how much(if any) is from Cherrypicker revenue growth. If you think Cherrypicker revenue was added unfairly into the comparisons offered, by all means, get to the bottom of that. I'll have no beef with the revealing of such a truth be it so.
Give me one reason why I should believe any of your claims regarding TERN's numbers? Did you even read my analysis of Terayon's falsifying its earnings? Saying your sales overtook Com21's doesn't make it so. Hiding slowing sales behind Imedia's numbers doesn't mean they didn't slow. When you edit the truth with a Brobdingnagian eraser, it must be exhausting. No wonder you're so confused and don't know what you know.
What's this? Who said it was with Telegate anyway? Not me. If the acquisition of Telegate allows TERN to develop what Rodgers may want, so what? I can't tell you it does, only that Gilder seems to imply it does, just as you say. So what?
Merely an attempt to understand Terayon's VoIP status with Rogers.
"Will Telegate/Terayon meet Rogers' requirements within the next 3 1/2 weeks? "
How am I supposed to know? I read in GTR that Mr. Gilder expects Tern to offer a voice and data product for DSL within weeks, but he says nothing about the timing of a voice for cable product- save that presumably it already exists, and thus- I guess here- could already have been offered to Rodgers- although I have no knowledge of such.
Think there's a chance Gilder's knowledge is equal to yours? Think he's lifted the hood on any of TERN's products? I only ask since it appears he does his due diligence from Terayon press releases.
That will be a misleading approach since it ignores the existing invitation which you otherwise recognize. Not an appropriate way to go, IMO, and certainly not necessary to your purposes. Get real, IMO. Save it for when TERN fails to deliver and the invitation is gone, if that's to be the case(as I take it so many in the industry believe).
So far Terayon has failed. The question is, will they fail again? Only time will tell.
Ok, fine, don't gimme a break..LOL. As indicated above, nothing in my original statement was false save if Cherrypicker was not at all accretive to earnings. Allowing for that event, I took it back- admitting a possible error before it's even proven to be an error. I hope that was the responsible thing to do. For all I know, if it pleases you, the boom in modem sales hindered earnings, but I'd doubt it.
I'll give you a break when you say something honest. Covering your mistakes with lies and cheap excuses only makes you look like a buffoon.
In closing I'll quote one of Kafka's aphorisms:
"Only our concept of Times makes it possible for us to speak of the Day of Judgment by that name; in reality, it is a summary court in perpetual session."
Pat
|
