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

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

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To: Allegoria who wrote (854)	7/26/2000 10:19:21 AM
From: George T. Santamaria	of 1045

<<...........ratio of 44 for Antec Corp. and 66 for C-Cor.net Corp., two other makers of cable equipment. Well this had to make you feel good: considering Antec & C-Cor are pretty far down the value chain compared to SFA...>> ``I think there are better places, particularly within the cable-equipment area, to have your money,'' said Eric Buck, an analyst at Wasserstein Perella Securities Inc. who has a ``hold'' rating on Scientific-Atlanta. ``The market tends to get overly exuberant at times when we're going through periods of rising expectations.'' ............ I always feel good when a bonehead analyst says something nice, but just remember, he's another bonehead analyst. When I went long on SFA, I tried going long on ANTC and thought about GI and CCOR. What dogs -- no technical leadership and little earnings growth. SFA is gonna run away!

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