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

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To: Lee Lichterman III who wrote (957)10/29/2000 12:25:35 PM
From: Allegoria  Read Replies (1) of 1045
 
Thanks Lee for your analysis. That quote I gave was from Oct. 20th...not too long ago.

I called IR to find the percentage of actual earnings versus latest revenues for STB. I was looking for a further break down but the they were unable to provide any further details. Your 53% of revenue from STBs is about what I have come up with (I figured %42 figuring in PowerTV) but with what margins? So really I am not sure anyone has a clue.

I sold out a while back and just re-entered with a small position in the high 40's. SFA has been a real bread winner for me this past year...I would love to ride her once more...I've been keeping my powder dry for the last few months...thinking it is now the time to pounce.

Good luck,
Eric
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