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

To: Allegoria who wrote (678)	12/31/1999 8:07:00 AM
From: Larry Kagan	Read Replies (2) \| Respond to of 1045

Eric, welcome to the thread and to this stock. SFA has a far more complex business than simply being a box maker like Com21 or Terayon. Check their web site (www.sciatl.com) for more info. GIC has the larger market share of MSOs and soon the deep pockets of MOT. If you believe in the interactive TV convergence story, you will also own GIC. I like SFA's reputation for engineering excellence and quality support of their products in working with their partners, such as with CCUR employees. I also like their depth and breadth of product offerings in broadband networking, not to mention their PowerTV unit which is a total wildcard at this point. IMHO, this is quite an underappreciated stock, even wth the run it has had this year. Just too much potential here. Don't be distracted by newbie STB maker's grabbing some contracts: SFA has the long cable TV experience and key relationships to match their technology. regards to the longs, -Lk