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

To: 200ma who wrote (1350)	2/19/2001 12:51:11 AM
From: Anthony@Pacific	Respond to of 1658

I have yet to see you make any good long calls.. QCOM, LWIN, IMCL, ERTH, VASO, PMCS, MPPP( up and down ), ETYS( rumour long ),CEGE,RDRT, PCMS, ,PEET, NUTK, ALLP, SPGL, & several others... My longs aint too bad...my IMCL reiteration on the day of the panic was pretty good. Your comment was innacurate IMO. Being a short I run across stuff i wouldnt short at the time i see them and so I sometimes take a shot at em long..I even made money on the Tokyo Joe pump IMAA long after I killed it as a short.. Regards ap

To: 200ma who wrote (1350)	2/19/2001 12:52:45 AM
From: Anthony@Pacific	Respond to of 1658

Does anyone agree with this persons comments about my longs ?

To: 200ma who wrote (1350)	2/19/2001 12:54:42 AM
From: Anthony@Pacific	Read Replies (2) \| Respond to of 1658

Can you please provide me with a link to a pump post of mine ?

To: 200ma who wrote (1350)	2/19/2001 7:12:20 PM
From: Dan B.	Read Replies (1) \| Respond to of 1658

Re: "I think george gilder pumped terayon and their cable modem boxes, it turns out they weren't anything more than glorified VC's" I'm guessing here, but I'd gather you bought a DOCSIS compatible TERN modem, the ones Pluvia falsely claimed didn't exist, and which perhaps might as well not have, whatever. As for the S-CDMA boxes which Gilder specifically believed in, it is fair of me to say I personally verified via e-mail that at least one company deploying them was very happy and had(s) no known intentions of switching. I haven't noticed any news of recent S-CDMA sales by TERN. To speculate that they might pick-up again, would be just that, speculation. It does seem to me that with file sharing perhaps being here to stay, the S-CDMA 50/50 split between upstream and downstream bandwidth might be highly desirable, I just don't know that the overall bandwidth of any cable modem systems today is enough to really drive sales. Dan B