Scientific Atlanta -SFA- going up ??? Message Board

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

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To: Deep Margin who wrote (227)	3/10/1998 12:23:00 PM
From: E.J. Neitz Jr	Read Replies (1) of 1045

Deep Margin--Know the Company since 1990 SFA is into more than set-top boxes--IMHO, clearly a leader--put alot into research and development. However, lot of competition--General Instrument--Sony--Hewlett Packard--and others are all either in the cable delivery area or will soon be there.In my opinion, does not matter much they are ahead in the Digital area--rest of infrastructure of cable not ready for it anyway. General Instrument made a strategic decision some time ago--to delay digital--it was their decision, not that SFA had some terrific lead. My only concern with SFA is the high expectations--that is, if they miss their numbers--you will not have a chance to get out! It will be down $3-$8, prior to market open. Over the years I have seen significant price drops in SFA--pre-open--so beware. For me, I would rather be a buyer around $11-$14 area. Can it happen--sure, but may also go to $25 first! Point is, I wait to buy when everyone else has forgotten about it ( will happen again ). Also, have made money with this one only by averaging down into a position, then waiting. Best wishes.

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