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

To: JCS who wrote (950)	10/21/2000 10:39:33 AM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 1045

He actually responded to me and after some more prompting, he did give one area he was worried about. He thinks that the MSFT X-box and the Play Station II may emerge to compete with the SFA STB. Of course SFA offers end to end systems which is why I asked about what percentage the STB was alone in revenue and earnings. Last I heard, MSFT's X-box was being received as a flop in trials. I would also have to think with AOL merging with Time Warner and their distaste for MSFT, they would all but burn down any home electing a MSFT product over what they offered. -ggg- Now Charter on the other hand I believe is owned at least in part by Alan from MSFT so they could switch but they still need to get the infrastructure from SFA first. Regardless, that is a way off and there is fantastic growth for the next few years. Good Luck, Lee