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

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

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To: Maven who wrote (229)	3/7/1998 3:53:00 PM
From: E.H.F.	Read Replies (1) of 1045

Robert, here's the deal. Cable is going into another growth phase, going into interactive programming, video on demand, etc. SFA is the only company that makes interactive digital set top boxes, and they also own the programming that makes it work. They have an 18 month lead on everyone else. This all from his hotline, after the market has closed. The conference was two days, and it concluded on Friday. News became widespread Thursday after hours, which I think accounts for the volume on Friday. Monday's volume was mostly J.D. subscribers with some Funds blindly buying in because they saw that something was up and didn't want to be left out. Recent news releases about various companies buying SFA's boxes support J.D.'s recommendation. Those boxes aren't cheap, and SFA is or is going to be selling hundreds of thousands of them. Another thing is that their cost will be reduced because the memory chips that go into the boxes are dropping in price. E.H.F.

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