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

To: Bernard Levy who wrote (1200)	10/18/2000 1:07:21 PM
From: HairBall	Respond to of 1658

Bearnard Levy: Thanks for the fundamental input. TERN has proven to be a great technical trading stock for some time...<g> Regards, LG

To: Bernard Levy who wrote (1200)	10/18/2000 11:52:46 PM
From: Gary Kao	Read Replies (1) \| Respond to of 1658

OT: Bernard: I seem to recall that you used to be in favor of CNXT...just reported good earnings but got quashed. I'm wondering if you have an opinion whether the collapse was justified...i.e. long-term prospects for CNXT? thanks much in advance for any thoughts you might have, Gary

To: Bernard Levy who wrote (1200)	10/19/2000 5:20:53 PM
From: Bruce R. Schlake	Read Replies (1) \| Respond to of 1658

Bernard, Can you please give more detail on your analysis of the technical merit of TERN's products? Also why you feel their recent acquisitions and r&d expenditures will not allow them to provide products with the latest technology. You must admit their growth has been fantastic, will it continue is the question now. Thanks! Bruce

To: Bernard Levy who wrote (1200)	10/20/2000 3:59:30 AM
From: GOPbabe	Read Replies (1) \| Respond to of 1658

Bernard, thank you for your analysis of Terayon. So what's your take on its competitor, CMTO? The stock is now down to single digits, 9 1/4, and it was off -7.50% today in an upbeat market. Just wondered how you would account for Coms21 very poor performance since last april and which one of these companies do you project to strongly rebound? TIA Merylee