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

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To: Allegoria who wrote (877)8/7/2000 10:52:15 AM
From: Larry Kagan  Read Replies (1) of 1045
 
It would not be surprising to see TWX or any other MSO add to their orders or speed up their deployments. Remember that the CATV industry has been notoriously conservative.
So I have always believed that their projections (for customer demand and profits) have been too conservative.
Additionaly, TWX's Levin is proceeding down a track which began long before AOL's AOLTV service was conceived.
If they happen to win new business (away from Philips) it will be icing on the cake.
regards to the longs,
-Lk
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