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 (977)	12/3/2000 9:05:33 AM
From: Lee Lichterman III	Read Replies (1) of 1045

Yes the AOL post I was talking about was the one you mention. I did not realize you were pasting a post from someone else as I read about 500 posts a night and only scan quickly. The false post I mentioned was the AOL one to which you refer. SFA made it clear that there has been no indication that TW would switch from or reduce SFA business and they did not expect to hear of any such plans. The post made it sound otherwise........ >>From 100cfm: 136 MSOs using GMST's EPG/IPG of which 100 have signed longterm agreements. Was very positive about the case against SA, in fact he said the judge in the case must be scratching his head since MOT was a major Party in the SA suit and they have settled and agreed to pay G 200M. Reading between the lines SA/Pioneer don't stand a chance. They now are facing a big problem with the AOL/TW merger since TW is SA's largest customer and AOL is an exclusive Licensee of G. They are in "active" negotiations and the results will be very positive for G and very negative for SA/Pioneer.<< As for spelling, pardon me for being awake too long and mistyping. By the way your link for the AOL post was actually a link to my post to you but I suppose you never make mistakes. <ggg> Re:Much research huh? Two industry standards: SFA's & MOT's? Yeah - a lot of research went into that one I can see! Ever consider Sony, Phillips, Pace and company? Do they provide the infrastructure archatecture and switching, servers etc at the head end? Didn't think so. I talked to IR for both MOT and SFA and there are only two standard formats for the head end and interface in regard to the entire interactive TV interaction. End of story. Yes the STBs are the high margin sales but equipment is equipment and that is a niche that only these two get which gets their feet in the doors for further sales. The standards are like the Beta versus VHS tape wars of the 80s. The language and switching for communication between the home and the server is where the meat is. >>So is the IPG feed or equipment, genius? What does PowerTV provide, equipment? Or perhaps feed?<< Yes but that is not SFA but a company of which SFA owns a 80% stake in from my understanding and SFA revenues are not derived directly from PowerTV. Correct me if I am wrong,( and I am sure you will ) but other than loss of investment gains, it would not directly impact SFA earnings. MOT settled for 200 Mil so a comparative impact may be seen but I would imagine or at least hope that a plan is being formulated to deal with this issue if it is as obvious as you state that SFA can not win. It is late and I am turning in. Good Night, Lee

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