Scientific Atlanta -SFA- going up ??? Message Board

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Technology Stocks : Scientific Atlanta -SFA- going up ???

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To: John Liu who wrote (1025)	8/18/2001 1:49:52 PM
From: Cymeed	of 1045

John Liu, you are brave :) There are some out there questioning the judgement and intergrity of their management (inside selling near the peak), saying he should know the slow down of system deployment and inventory buildup at cable operators, etc etc. One good news about SFA was, if I understand it correctly, they have committments from major cable operators about STB. Near term, I would not be surprised when the company has to show us negative earnings and maybe even costly inventory writedown's down the road. Longer term, this remains to be interesting, though, because their STB still appear to be attractive. Hope your buy was not wrong and my wait is correct :) Good luck, all.

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