Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Scientific Atlanta -SFA- going up ??? -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (567)	9/14/1999 8:27:00 AM
From: SJS	Read Replies (1) \| Respond to of 1045

08:08 ET General Instrument (GIC) 49 11/16: CSFB thinks that the potential MOT combination will likely be announced during next several days; estimated purchase price of $10 billion appears reasonable; assign low probability to a large purchase premium; could place pressure on LU to improve position in cable in near-term as existing LU/MOT alliance in cable is likely to be de-emphasized; believes LU focus would be centered on systems electronics NOT on set top converters; CSCO and NT already well positioned with current cable businesses; could also pressure SFA to formally align with a larger company - assign highest probability to a consumer electronics supplier.