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

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To: Larry Kagan who wrote (681)2/21/2000 8:35:00 AM
From: Allegoria  Read Replies (1) of 1045
 
Hi Larry,

You know, you welcomed me to this thread on Dec 31st right after I sunk alot of pennies into SFA. Looking at a 12 month chart now...makes me kind of dizzy! Thanks for the welcome! As I consider you a good content provider...could I ask you, or anyone else for that matter to comment:

IMHO, this is quite an underappreciated stock, even wth the run it has had this year. Just too much potential here. Still feel the same way now that we are at $106?

Considering GIC, if you buy it today, what do you get? MOT? How do GIC shareholders benefit from GIC sales - or does MOT see the most benefit?

And the wild card you related to Larry:
Considering PowerTV: "PowerTV, which is 80 percent owned by Scientific-Atlanta, operates as an independent subsidiary that makes operating system software for interactive cable set-top boxes. The company also makes software applications such as an e-mail reader and Web browser."
-------And-----
"They have a separate board and an organizational structure that makes it easy for them to be spun off.
The Atlanta, Ga.-based company recently told financial analysts it might let PowerTV go public in 2000."

What did the company say exactly?

Industry sources say that PowerTV, which is part-owned by its employees, has lately chafed at S-A's direction and is itching to be free. "The (industry) perception is that they are hooked at the hip to S-A, while in fact they are not," said one source.
The hell they ain't...80% owned by SFA! What am I missing here that is in contradiction with the above statement.

Quotes from:
Scientific-Atlanta plans software spin-off
By Jim Davis
Staff Writer, CNET News.com
January 13, 2000, 4:00 a.m. PT

And finally, Wink & IATV: What about WINK and IATV? How are these two groups going to play out?

Thanks to all,
Regards & good luck,
Eric
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