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

To: Ibexx who wrote (411)	4/7/2000 3:23:00 PM
From: Winston Lee	Read Replies (1) \| Respond to of 1658

FYI, Pluvia gave his negative opinion on 2/22/00 when SCON was trading in the mid-30s: Message 12937674 When I got his message, I just laughed. Soon thereafter, it nearly tripled.

To: Ibexx who wrote (411)	4/7/2000 3:28:00 PM
From: Pluvia	Read Replies (1) \| Respond to of 1658

I need to talk to my lawyer first before this conversation goes further. <smile, not frown> Go ahead, meanwhile TERN will be getting a house call from their new Proctologist... I understand he has a big FIST...

To: Ibexx who wrote (411)	4/7/2000 5:39:00 PM
From: D. Chapman	Read Replies (1) \| Respond to of 1658

TERN's going to need an extra big scoop of kyjelly.com

To: Ibexx who wrote (411)	4/11/2000 5:18:00 AM
From: Dan B.	Respond to of 1658

Ibexx, Despite the fall TERN and many other high fliers may continue to suffer short term, or not(vbg), Tern keeps moving on with serious business, IMO. siliconinvestor.com Alas too, this one is old- but I don't think it's been posted here before. I don't know the final resolution of what's reported here...but some folks have obviously thought S-CDMA on HybridFiberCoax plant might be a good idea. de.infowin.org And finally, I don't think this article by Terayons Adrian Jones from August of '99 has been posted here. Speaking a bit to S-CDMA on HFC, this "may" answer many of the technical issues raised by the many knowledgeable doubters here on SI- or not(hey, I'm no technologist!)...and while some say the Quality of Service guarantees and low implementation/operating costs S-CDMA "may" offer even on HFC plant- "may" not be worth it, I'm still not convinced by those "mays", and I see Terayon customers who already had HFC plant and/or plan it for the future. "May"be they bought into S-CDMA just for spite? internettelephony.com "...Even where cable networks have been upgraded, S-CDMA lowers operating costs by providing more radio frequency operating margins and allowing proactive, scheduled network maintenance rather than reactive maintenance. ...Cable operators can achieve higher node aggregation for each upstream channel receiver, lowering the cost of headend RF channel receivers. This allows an operator to maintain attractive operating margins during the initial years when the system is being built out and subscriber penetration is low. Under any common channel reliability criteria, an S-CDMA channel provides higher payload capacity than a TDMA channel and serves more residential data subscribers per channel. This reduces capital expenditure for upstream receiver cards when building out the headend infrastructure and ensures efficient usage of headend equipment." When reading Cablelabs current position on S-CDMA DOCSIS inclusion we find that "if" TERN delivers a compatible system that delivers what is "expected," S-CDMA will likely be in DOCSIS. Yes, no guarantees, but I note that some good results are still "expected." Well, that's probably why broadcom AND TERN were invited to help in the first place, I should think. Dan B