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

To: George who wrote (1373)	3/14/2001 11:52:32 AM
From: Bernard Levy	Read Replies (1) \| Respond to of 1658

Yes, but they have a debt about equal to the cash. With a large cash burn, BK is a very likely outcome.

To: George who wrote (1373)	3/30/2001 12:51:13 PM
From: Dan B.	Read Replies (1) \| Respond to of 1658

"Shaw Orders 250,000 Terayon Cable Modems to Expand Broadband Roll-Out CALGARY, ALBERTA and SANTA CLARA, CALIFORNIA, MAR 28, 2001 (CCN Newswire via COMTEX) -- Canada's Leading Provider of Broadband Cable Services Reaffirms Commitment to Terayon Shaw Communications Inc., ("Shaw") announced today that it will purchase 250,000 cable modems from Terayon Communication Systems, Inc. (Nasdaq: TERN chart, msgs) in order to meet growing subscriber demand for broadband services in Western Canada. Shaw expects to take delivery of these cable modems and associated headend equipment over the next nine to 12 months. "Terayon continues to be one of our key technology partners in the broadband data market," said Peter Bissonnette, President of Shaw Communications Inc. "Their highly reliable and scaleable modem systems have helped us become the world's leader in the deployment of broadband access," he added. "This is the latest example of the successful long-term relationship between Terayon and Shaw," said Zaki Rakib, CEO of Terayon. "We look forward to continuing this partnership to further expand the availability of broadband services throughout Canada." he added. Shaw is the largest broadband service provider in Canada with 2.8 million cable television and Direct-to-Home satellite customers. Terayon is the world's second leading supplier of broadband cable data systems, having shipped more than 1.4 million cable modems to leading cable operators worldwide. In addition to the company's S-CDMA cable modem system, Terayon offers solutions for all major cable modem standards, including DOCSIS (Data Over Cable Service Interface Specification) and Euro-DOCSIS. Terayon's cable industry product offerings also include voice-over-cable systems and CherryPicker(TM), the industry's leading digital video management system." siliconinvestor.com And so life goes on. Does this just increase future losses? One would hope not. With Revenues not expected to expand this year as in the past(hence losses capped, it would seem), perhaps cash can last at least several years? Can product mix offer an improved balance sheet- lowering losses- and stretch that out much much further? I'd guess yes, -probably. Dan B