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


To: Sam who wrote (571)9/14/1999 8:27:00 PM
From: Roger Mory  Read Replies (2) | Respond to of 1045
 
The best has yet to come?

9/13/99 Robinson Humphrey reiterates 1-1, raise target from $60 - $75, due to strong business trends

I am actually quite surprised at the little reaction in upgrading earnings estimates and raising targets. SFA clearly indicated they would double capacity yet until now few analysts responded with changes in their projections.

With the annual meeting pending and several key analyst meetings over the next few months, Speculation over being acquired. I believe the best is yet to come.

More interestingly when SFA rolls-out interactive TV capabilities (IATV I believe is the best here), we could see an interesting combination. I think it would be an excellent move if SFA (rather than being acquired) strenghtened their software side and looked at making a strong position with IATV.

IMHO
RM