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

To: JCS who wrote (965)	11/29/2000 4:11:34 AM
From: Allegoria	Read Replies (1) \| Respond to of 1045

One important question for me to answer is: Will PVR's / DVR's be stand alone boxes or directly incorporated into the STB? This has important consequences for SFA's future, including their recent chip selection... Here is an interesting article that perhaps offers an answer: ReplayTV said it plans to stop making digital recorder hardware and instead will go the GMST path and just license its technology to set-top box makers and TV companies. Now obviously this decision could be for a number of reasons, such as increased competition - but perhaps ReplayTV sees the PVR's incorporated into STB's and/or TV's? Comments anyone? btw JCS - I sold out of SFA again the first of Nov...I have had the best luck with this stock (except for maybe SSTI) but plenty of tough falls too in other shares. Do you feel this is a double bottom? I didn't know you were a TA guy...care to share your thoughts going forward? Good luck, Eric ReplayTV rewinds business plan By Sandeep Junnarkar Staff Writer, CNET News.com November 28, 2000, 10:10 a.m. PT URL: news.cnet.com update ReplayTV, which made digital video recorders, reversed course Tuesday by saying it will instead license its technology to cable providers and other television-related companies. The company, whose devices use hard drives instead of videotape to record and pause live television, also said it will cut up to half of its 260 employees. A ReplayTV representative said the company expects to eliminate 100 to 130 jobs across all parts of the company. As part of its strategic shift, ReplayTV said it has replaced chairman and chief executive officer Kim LeMasters. Company founder Anthony Wood will assume those roles. In a related move, ReplayTV said it plans to stop making digital recorder hardware in the face of intense competition from a host of similar consumer products made by TiVo, Microsoft's UltimateTV and America Online's interactive TV services. Instead, ReplayTV will license its technology to set-top box makers and other TV companies, which can use the technology to offer digital video recording and video-on-demand services. ReplayTV also hopes to offer targeted advertising, programming guides and e-commerce services. The shift in focus away from the consumer sector comes at an awkward time--right as the holiday shopping season begins. But the new CEO emphasized that the company's strategic shift will not affect its customers, adding that it will continue provide services for people who already own its digital recorders. ReplayTV will stop selling its own brand of digital video recorders, which had been sold by Internet retailers such as Amazon.com and also directly to consumers by ReplayTV. However, Panasonic will continue selling its ReplayTV-based unit, dubbed the ShowStopper. News.com's Ian Fried contributed to this report.