No. of Recommendations: 0
The rumor is that DOCSIS 1.2 may be delayed for a significant period of time, in order to
stabilize the market for consumer purchase of cable modems. This could deflate a lot of
TERN's perceived advantage.


Derek,
I also heard the same thing. It seems that TERN may have screwed themselves by not participating in DOCSIS 1.1 I think they were counting on the competitive advantage of being ahead on 1.2. Because of this delay I am considering dumping my TERN shares, and picking some back up when a date for testing DOCSIS 1.2 is announced.
- Andy
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