Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Terayon - S CDMA player (TERN) -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (316)	2/22/2000 9:52:00 AM
From: Dan B.	Read Replies (2) \| Respond to of 1658

That's beyond me at the moment, but since I'm still wondering over the ultimate usefullness of TERN..perhaps you'll be interested to look for a response to this post of mine to Bill Laubach, COM21's Cheif Technology Officer. They've been bashing Gilder and TERN over there pretty bad(to little avail to date, obviously). Bill has me way beat in tech. knowledge(goes without saying, I'd hope), but his latest anti-TERN/S-CDMA post is very curious indeed, IMO. Message 12935432 Dan B

To: SecularBull who wrote (316)	2/23/2000 12:09:00 AM
From: George T. Santamaria	Read Replies (2) \| Respond to of 1658

<QUESTION for the Thread: Is TERN's technology in cable modems better than BRCM's? If so, in what way(s)? .........> TERN's technology is potentially more robust to noise than BRCM technology. This makes it possible for the cable co to get by with less capital expenditure. The development of interference and noise in a cable plant ususally takes place on a very slow time frame. There are many cheper ways to deal with such issues. It is doubtful if the technology is very beneficial to the cable operator. BRCM provides a DOCSIS cable modem on just one or two chips. This has gotten the price of a complete modem well down into the sub-$100 price range. THe BRCM chip enables the SFA explorer 2000 settop to handle digital video at a reasonble price. TERN is a good two years behind companies like SFA in providing solutions for digital TV. I generally don't bet on companies which get into a business withthe strategy of selling at a loss, "work out the technology later" in the hopes of getting mkt share. If the technology is so good, then they can figure out how to make a profit.