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Technology Stocks : Scientific Atlanta -SFA- going up ???
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To: Cymeed who wrote (1029)8/26/2001 9:11:33 PM
From: JCS   of 1045
 
My understanding is that the inventories are in the hands of the MSO's, not SFA so there are no writeoffs. This is not Cisco who suffered with the internet commerce collapse. It looks like WS is drawing that parallel though. Apparently there has been a slowdown in digital installations, but to me this suggests deferred sales, not lost sales. VOD has yet to kick in.
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