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Technology Stocks : Scientific Atlanta -SFA- going up ???
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To: Lee Lichterman III who wrote (927)9/14/2000 4:36:29 PM
From: Larry Kagan  Read Replies (1) of 1045
 
I would advise not to get caught up in that retail visibility question. SFA is far more than an STB company.
But even in this area, once the services are readily available for plug-and-play retail customers, do you think SFA would stand pat?
The bread and butter, however, is in the INFRASTRUCTURE which will bring ITV capabilities to life.
SFA has got it all from end to end, with plenty of application support (see PowerTV, CCUR, WINK, etc.) plus an entire services organization to ensure success.
They are focused on this business (your pure play point), and have only rolled out as slowly as it seems due to the extreme caution of the MSO's.
IMHO, the floodgates are beginning to open, in all respects.
regards to the longs,
-Lk
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