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

To: GOPbabe who wrote (1233)10/20/2000 12:29:07 PM
From: Bernard Levy  Read Replies (3) | Respond to of 1658
 
Merylee:

I do not follow CMTO in sufficient detail to offer
a truly informed opinion. It is better positioned
than TERN, but in the long run both TERN and CMTO
are too small to compete with MOT and SFA.

In general, it is really tough for small telecom
and cable equipment companies to compete against
the large companies (see for example the debacle
for almost all DSL equipment companies as they
try to duke it out with ALA).

Regards,

Bernard Levy


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