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Technology Stocks : Scientific Atlanta -SFA- going up ???
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To: Allegoria who wrote (975)12/3/2000 7:20:22 AM
From: Lee Lichterman III   of 1045
 
I think this is where the confusion lies. There are discussions about the software and content providers while also talking about the infastructure and physical STB makers. There is basically only two infrastructures and a handful of box makers if you include the projected add ins of Playstation 2 and MSFT's game box. However there are a ton of software makers trying to get in on the game. These will slowly evolve as companies are merged, agreements are made and partnerships develope. Just like Power TV and SFA have made agreements or at least SFA owns most of them, so will the rest.

I find it comical that many of these listed ion this article are talking about thousands yet SFA is projecting over a million this quarter alone. Let the others fight over the scraps. if I have learned one thing in this market, it is always go with the leaders. How many competitors were there when CSCO was in the early lead and where are they now, Where are all the little PC makers when DELL was kicking butt and where are all the server companies now compared to SUNW, storage in relation to EMC? This is the early days of Interactive TV and the valuations aren't obscene yet as they are in the others I just mentioned. Where else can you match growth with PE in this market?

PS - Due to option expiration, I expect SFA to get to at least 50 in two weeks. There are a ton of strike 50 puts open and hardly any calls there for December expiration.

Good Luck,

Lee
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