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

To: Sam who wrote (944)	11/19/2000 1:49:37 PM
From: Allegoria	Read Replies (1) \| Respond to of 1045

Hi Sam, I haven't seen you post much here, but I wanted to bounce off you or anyone else a nagging problem I have with SFA. The number of STB's are increasing - let's say 30% YoY (Forrester Research). I see STB's being retailed, sold in Circuit City and the like. If STB's go retail, SFA does not share the same retail footing as say the big big boys (Sony, Mit., PHG...). Although SFA has other markets as well, the current valuation is largely predicated on the STB market. So how will SFA compete? Rising tide? Interested in other opinions about this subject. Good luck, Eric