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

To: Larry Kagan who wrote (681)	1/7/2000 11:11:00 AM
From: George T. Santamaria	Read Replies (1) \| Respond to of 1045

Is anyone on this thread in contact with the facts concerning SFA's near-term performance? My estimation of SFA has been up, up and up lately but the stock has been down. I would like to review some concerns that have popped up in recent weeks: 1. Have any developments occurred with transmission systems sales? I am aware of none other than a much anticipated flood of capital spending by the cable cos. 2. Explorer sales- have they slowed to the point that earnings could come short? Has GIC made inroads? Are the sonys and pioneers starting to eat away at the settop market? 3. Am I mistaken to believe that SFA has a lead on practically everyone but GIC with the explorer 2000? In short, how could one not expect surprises to come out on the upside when earnings are released?

To: Larry Kagan who wrote (681)	2/21/2000 8:35:00 AM
From: Allegoria	Read Replies (1) \| Respond to of 1045

Hi Larry, You know, you welcomed me to this thread on Dec 31st right after I sunk alot of pennies into SFA. Looking at a 12 month chart now...makes me kind of dizzy! Thanks for the welcome! As I consider you a good content provider...could I ask you, or anyone else for that matter to comment: IMHO, this is quite an underappreciated stock, even wth the run it has had this year. Just too much potential here. Still feel the same way now that we are at $106? Considering GIC, if you buy it today, what do you get? MOT? How do GIC shareholders benefit from GIC sales - or does MOT see the most benefit? And the wild card you related to Larry: Considering PowerTV: "PowerTV, which is 80 percent owned by Scientific-Atlanta, operates as an independent subsidiary that makes operating system software for interactive cable set-top boxes. The company also makes software applications such as an e-mail reader and Web browser." -------And----- "They have a separate board and an organizational structure that makes it easy for them to be spun off. The Atlanta, Ga.-based company recently told financial analysts it might let PowerTV go public in 2000." What did the company say exactly? Industry sources say that PowerTV, which is part-owned by its employees, has lately chafed at S-A's direction and is itching to be free. "The (industry) perception is that they are hooked at the hip to S-A, while in fact they are not," said one source. The hell they ain't...80% owned by SFA! What am I missing here that is in contradiction with the above statement. Quotes from: Scientific-Atlanta plans software spin-off By Jim Davis Staff Writer, CNET News.com January 13, 2000, 4:00 a.m. PT And finally, Wink & IATV: What about WINK and IATV? How are these two groups going to play out? Thanks to all, Regards & good luck, Eric