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Technology Stocks : Scientific Atlanta -SFA- going up ???
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To: Allegoria who wrote (958)10/29/2000 1:01:13 PM
From: Lee Lichterman III  Read Replies (1) of 1045
 
Thanks, I really think that SFA is a safer investment with a long term outlook than most other tech right now. Valuations across the market are insane. Many think we are over sold or under valued but don't realize how high valuations really still are for most issues. SUNW, CSCO, NTAP etc are all still waaay too high. I get a kick out of the upcoming QCOM earnings this week. Last year they earned 23 cents a share and this quarter they are only expected to get 25 cents. Less than 10% growth with a PE of over 80. I guess if you aim low enough, then it allows CNBC to get all excited if they beat estimates. -ggg-

With SFA, at least you get real growth with no accounting gimmicks such as those used by IBM, MSFT, CSCO etc and a PEG ratio that isn't a multiple of it's own. I honestly believe SFA could be the DELL of the millenium decade since digital TV is still in it's infancy. Of course there will be new competition as things gets going but with a head start and great execution so far, we can only hope that SFA keeps a leading advantage on the new arrivals. Especially with the ability to sell the whole package from transmission to the "last mile" and the STBs themselves, I think they do, can and will. We'll see.

I don't buy and hold much of anything, and currently it is my only long that I take home each night. Everything else gets bought in the AM and sold before the close.

Good Luck,

Lee
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