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

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To: Edmund Puches who wrote (265)5/2/1998 9:48:00 AM
From: Kashish King  Read Replies (1) of 1045
 
I'm even confident about set-top sales now that they're focusing on two-way versus telco-return. You have to believe that a high-volume manufacturer is going to come into that space so I would rather see them sell that technology and focus on delivery systems over the long run. Alex Brown's blessing gave us a nice bounce. Companies like Cox Cable (@Home) and Time Warner (Road Runner) are growing driving this move to cable modems and I think their going to leave the wiley coyotes (telcos) in the dust.
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