Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Liu who wrote (1025)	8/18/2001 3:42:55 AM
From: John Liu	Read Replies (1) \| Respond to of 1045

Could not resist so bought in today at 20.11 . I think that consumers would never give up on cable tv(digital cable boxes) since it is the center of entertainment. John

To: John Liu who wrote (1025)	8/18/2001 1:49:52 PM
From: Cymeed	Respond to of 1045

John Liu, you are brave :) There are some out there questioning the judgement and intergrity of their management (inside selling near the peak), saying he should know the slow down of system deployment and inventory buildup at cable operators, etc etc. One good news about SFA was, if I understand it correctly, they have committments from major cable operators about STB. Near term, I would not be surprised when the company has to show us negative earnings and maybe even costly inventory writedown's down the road. Longer term, this remains to be interesting, though, because their STB still appear to be attractive. Hope your buy was not wrong and my wait is correct :) Good luck, all.