SI
SI
discoversearch

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: Allegoria who wrote (333)2/25/2000 8:58:00 AM
From: Dan B.  Respond to of 1658
 
Eric,

Yeah, I just read that one on the COM21 thread. Pretty good, and while still noone other than Gilder seems to attempt to make a technologically substantive case for TERN, at least articles like that don't bash it, either. Alas, I've said I think TERN can fall- which would mitigate some of that argument...but by golly in this market..Com21 surely could be the next triple! Beats me.

Regards,

Dan B



To: Allegoria who wrote (333)2/26/2000 11:21:00 AM
From: Mark Fleming  Respond to of 1658
 
I understand the difference in Price-to-Sales multiples for the two companies. But, that is warranted. Com21 does not have the CDMA technology that TERN has. Cable companies need to get everything they can out of their bandwidth, and TERN delivers more than COM21. TERN owns the technology, much like QCOM.

While expensive companies are not necessarily good companies. Good companies with leading technology are expensive.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News