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

To: Bernard Levy who wrote (1237)	10/20/2000 4:13:04 PM
From: pass pass	Read Replies (1) \| Respond to of 1658

but who brought down LU? Never underestimate the nimbleness of smaller companies.

To: Bernard Levy who wrote (1237)	10/21/2000 12:45:06 AM
From: GOPbabe	Respond to of 1658

Bernard I agree with you about MOT...but I think TERN is #2 in the cable modem market. 11% comes to mind which admittedly is way below MOT's lead. Several months ago MOT was facing sales versus production problems. But that's an old story with MOT. CMTO has had problems as well, primarily getting components along with a couple of other challenges. I believe they got a new CEO but then again, I don't follow CMTO either. Will be interesting to watch this race unfold. Who knows, TERN may just surprise you when the day is done. Shalom Bernard, Merylee

To: Bernard Levy who wrote (1237)	9/19/2002 12:06:54 AM
From: Dan B.	Read Replies (1) \| Respond to of 1658

Though times are tough at the moment, Terayon's experience with S-CDMA may give them an advantage in moving toward DOCSIS 2.0, as it of course includes S-CDMA now. Terayon is alone in having pursued S-CDMA for years, and has started into contracts with some major American cable outfits recently. If I'd truly believed this would happen, much as Terayon mapped it out, I'd probably have lost a relative plenty of money on this stock(instead of others, LOL...grrr). Dan B