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

To: Pluvia who wrote (1564)	10/24/2003 12:04:29 AM
From: Dan B.	Respond to of 1658

Re: "How early did TERN know it would have to give SCDMA away for free to get it included in docsis" Just in case anyone misunderstands, all technologies included in DOCSIS by Cablelabs are given "away for free." Hopefully, only useful technology goes into it. The men behind TERN obviously invented some useful technology, as Cablelabs put it in there. No claims that DOCSIS would earn TERN royalties are to be found to my knowledge, and TERN was a key DOCSIS member/technology adviser, all along. The case against TERN is lousy, IMO. No insider sales out of the ordinary compared with prior years will be shown, IMO from looking at the numbers from prior years. No excess inventories which couldn't be sold were bought from TERN which didn't mirror what happened industry-wide(for reasons quite aside from the I think false charges against TERN, Rogers, & Shaw). I do expect the truth to come out in trial, and unless there is more against TERN than suggested to date, the suit will have little effect, IMO. The downside to TERN is that their perhaps suprising lead in DOCSIS 2.0 products may extend only through a time when demand for cable modems is not as great as once anticipated(if getting better). Dan B.