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To: Scott Carr who wrote (663)	8/19/1998 2:41:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 5853

Hi Scott: Please check the posts by Geoff Hollingworth and me on the Terayon thread. Basically, TERN is already in the hole for $40M, and its S_CDMA modem is not DOCSIS-compliant. Unless S-CDMA gets accepted for the upstream transmission part of the second generation IEEE 802.14 standard, TERN's prospects are grim. The multi-mode cable modem they are currently developing will cost quite a bit of money to develop, will take time, and will probably be more expensive than ordinary DOCSIS-compliant cable modems. So, TERN is facing red ink as far as the eye can see. By the way, the CEO, Zaki Rakib was on Neil Cavuto's show on FOX last night, but all the questions were softballs, or were off mark (impact of Asia, etc...) Best regards, Bernard Levy