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

To: George who wrote (1536)	7/24/2003 5:46:22 PM
From: Pluvia	Respond to of 1658

hey george, frankly, i don't have a good source of reference to evaluate their equipment one-on-one with their competitors. i think tern's problems come from management and a long history of false representations. i don't like the smell of their sales and i'm extremely confident the upcoming lawsuit is going to hurt them BADLY. here's my thinking: cablelabs would NEVER include a technology that was exclusive in a standard (no s-cdma). i think TERN was advised of this LONG, LONG ago while they were claiming that their exclusive technology would become the next standard and thereby they'd corner the market. IMO TERN management fuk'd the shareholders... REAL, REAL BAD... consider this... look at the date it was announced s-cdma was going to be included in docsis 2.0... THEN, look at the date TERN disclosed they were giving a "royalty free" license for s-cdma to cableLabs and (essentially) all of TERN's competitors... now, since CableLabs would NEVER include s-cdma in docsis 2.0 WITHOUT first having the "royalty free" license agreement signed... think about how much earlier it was known by TERN that they'd be giving away s-cdma for free.. and how long it took TERN management to disclose that fact... then consider what insider stock was traded during that time... question is, will anyone go to jail?