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

To: Dan B. who wrote (1795)	2/22/2000 2:48:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 2347

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. Besides ignorance being an excuse, we now have humor. Wonder if Gilder knows. . . 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. Yes, and standard also means "flag," "banner," "basis of value in a monetary system," and "a shrub or plant with an erect main stem so that it forms or resembles a tree." I like the last the best and don't know why Gilder didn't latch onto it. Hang those modems in a tree and call 'em a standard. According to your logic, he could choose any definition he wanted. The purpose of a standard in telecommunications is to allow customer premise equipment to operate with any central office system anywhere. They have to be engineered to talk to each other so if I buy a modem in San Diego and move to Tallahassee, it'll work with those head-ends. Let's say S-CDMA is a red system and only speaks to red head-ends. And let's say Cisco's are blue and Com21's are green. Until they adhere to DOCSIS standards, they only speak to systems of the same color. Once they've been engineered to DOCSIS standards --- including DOCSIS head-ends --- they take on rainbow qualities and speak to all other rainbows. To say that S-CDMA is a standard goes against the generally accepted use of the term within the telecommunictions industry. If you'd argued they were hoping to become a de facto standard, you'd have been more creditable. Truth is, Terayon would have had to become entrenched so that by the sheer size of their deployments other manufacturers would have had to follow their lead. If you understand this, you can understand why they're so anxious to keep their S-CDMA revenues under wraps. The minute the market sees them slipping, they'll realize their whole reason for backing the company is disappearing. Qualcomm has become a de facto standard in certain parts of the globe. But the harsh truth is Terayon's no Qualcomm. And, there's not much excitement in backing a Heinz-57 access equipment provider. Though with Gilder's backing he could at least bring out the humor. 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. . . .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. I'm actually not going to say any more on the subject, but just wanted to post your words so you could read them again. You must amaze yourself. 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. Let's try this one more time: if Terayon's earnings were estimated to be minus .19 based on their S-CDMA sales, AND their Imedia sales allowed them to come in at a plus .04, how do you explain the gains if you change your story and deny that Imedia saved the day and brought in the good numbers? The answer can't be S-CDMA because they were the cause of the worrisome minus .19. You either have to find some other products to credit, or you have to bring Imedia back into the equation. I know this is difficult because you can't remember why you posted what you did and you can't remember if what you posted was true. My dear, ANYONE can use ignorance as an excuse. Here on the threads you can try but in a court of law, it's not a valid excuse. In other words, you can't go to court and say, "But, Your Honor, I didn't know company employees weren't supposed to tout their stocks on the Internet." Not knowing manipulation is wrong won't get you off the hook. Pat