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To: Mark Fowler who wrote (95293)	2/29/2000 5:13:00 PM
From: Slumdog	Respond to of 164684

www2.marketwatch.com

To: Mark Fowler who wrote (95293)	2/29/2000 7:01:00 PM
From: fedhead	Read Replies (2) \| Respond to of 164684

I am hanging on for now. Wish I had been on the RMBS boat. Is it all short covering or is there something more to RMBS's rally ? Have you looked at TQNT ? I am not yet covinced about the case for TERN. The money is in the headend busines. The headend is what the cable oberators like Time Warner etc put in their cable plant to terminate cable plants. As of today most of the major cable operators like TimeWarner, AT Home, Cox etc use Cisco headends. I think TERN made a huge move because Gilder compared their technology to CDMA and how it could be the next QCOM. Because Gilder was early on JDSU and QCOM, TERN got the same benefit. But TERN's position is not the same as QCOM. Thanks Thanks Anindo