Hi Larry and all...thanks for the nice post and your welcome for the information. I participate on some great threads where an enormous amount of information relevant to that security is shared. Obviously SFA has been everyone's (ahhh…I guess only the longs!) favorite stock the past year, so I keep hoping this thread will spring to life and we can attract some investors willing to research and share the valuable information we need to know to make all our investments perform as well as good 'ol SFA! Part of the reason I investigate my stocks so much is that a lot of times other potential investments come to light in the course of my research. And as always, this is a lifetime experience and the learning in this field will never end. So in a sense I guess I feel it pays to stay curious.
I was wondering: Close your eyes and imagine that the headlines blare:
"Gemstar ruling receives 100 million dollar damage award against Scientific Atlantic".
IT HASN'T HAPPENED. Doesn't everyone want to be aware of where SFA stands in this matter? These lawsuits can cripple a security, and I mean cripple. The NYSE & NASDAQ are littered (anyone remember LEXAR versus SanDisk?) with quadriplegics from the experience, and believe me SFA is not yet big enough that the result would be insignificant.
My point is that IF you are long this stock, don't you want to know at what stage the ruling is…when an decision might be announced…basically how it is going for SFA? We are talking tens of millions, perhaps hundreds of millions. These damage awards are often huge! As I understand it, the GIC trial found that GIC knew that they were violating the patents, therefore the award could possible be trebled! My understanding is that the SFA & GIC suits do not differ much. There is some talk about it on the GMST thread, of which I am also long. But the information is spotty at best and honestly I do not know where to look for the information. That is why I am appealing for help.
Thanks and good luck,
Eric
Ps. By the way…
TheCoveredCall.com: SFA results bode well for broadband players…
MONDAY, JULY 31, 2000 11:11 AM
- M2 Communications
Scientific-Atlanta (NYSE:SFA) products work together to help customers create the future of interactive telecommunications. Subscriber and Broadband Access products help cable operators deliver more channels, and exciting services such as the Internet, video-on-demand, e-commerce and more to consumers. SFA's Digital Video products help programmers, broadcasters and service providers deliver more video channels and IP applications over their satellite transponders to cable operators, businesses and consumers.
SFA reported a blow-out Q4 which was driven by strong transmission business and better-than-expected shipments of set-top boxes. The clear upward and profitable trend for set-top boxes bodes well for CATB players Harmonic (NASDAQ:HLIT), Motorola (NYSE:MOT) and Antec (NASDAQ:ANTC). The increased sales of set-tops should also boost Broadcom (NASDAQ:BRCM) business while JDS Uniphase (NASDAQ:JDSU) and SDL (NASDAQ:SDLI) will moderately benefit from the strength in optical transmission equipment.
SFA set-top box strength should also help interactive application developers OpenTV (NASDAQ:OPTV), WorldGate (NASDAQ:WGAT) and Wink Communications (NASDAQ:WINK).
The accelerating rollout of digital set-top boxes will help cable operators Charter Communications (NASDAQ:CHTR), Adelphia (NASDAQ:ADLAC) and Time Warner (NYSE:TWX) |
