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

To: gdichaz who wrote (16)	10/20/1998 2:09:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 1658

Hi Chaz: TERN has done extremely well in securing contracts outside the US (Mexico, Japan and Belgium). I suspect this reflects the fact many of these countries still have old cable TV plants. Over time, they still will have an incentive to upgrade their plants to two-way activated HFC. I do not know how the standards battle is currently shaping up, but the Motorola study mentioned in the CED Magazine article originates from a highly respected research team. If they conclude that DMT is the best upstream modulation format, this assessment will carry some weight. TERN really needs to get its cable modems adopted by either a major US operator, or by a major European operator. Belgium is nice, but if a German or French operator was involved, I would almost start to be optimistic-- keep in mind that in parallel to the DOCSIS/IEEE 802.14 standards debate in the US, a similar standards process is going on in Europe right now. Best regards, Bernard Levy