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

To: Geof Hollingsworth who wrote (37)	11/17/1998 2:19:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 1658

Hi Geof: One important aspect of the DOCSIS announcement, which is not favorable to TERN, is that TERN is licensing its patents on a royalty free basis. This mans that the QCOM model will not apply to TERN. Royalty fees constitute a large part of QCOM's revenue stream. From this perspective, there is little reason to expect that TERN will have the same success as QCOM. Another aspect of the DOCSIS decision is that it consolidates BRCM's dominance of the cable modem chip set business. if DMT had been picked for the Hi-PHY standard, it would have been a big setback for BRCM, which dominates all QAM-based chip design. Best regards, Bernard Levy PS: One good thing I have to say about Terayon is that their current S-CDMA upstream modulation method does uses spread 16-QAM, which is a nice technical achievement (wireless CDMA just uses spread BPSK or QPSK).