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

To: rrufff who wrote (826)	4/19/2000 11:11:00 AM
From: silicon warrior	Read Replies (1) \| Respond to of 1658

lml: I agree with most of your analysis. However, you may have misunderstood my point. IF the issue is the failure to disclose the Cablelabs' cease and desist letter, then the issue is whether the letter was itself material. I agree that that issue is never determined from the perspective of Cablelabs. However, If Cablelabs' effectively retracted it, then I fail to see the argument that the disclosure of the retracted letter was material. If, on the other hand, the issue is whether the TERN sCDMA modem will be included in a future DOCSIS standard, that issue is clearly material. However, the Cablelabs letter does not reach that issue, and the second letter clearly says that it may be included. In either case, the standard is whether a reasonable investor would have considered it in his/her investing decisions.