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

To: DWB who wrote (137)	10/22/1997 10:48:00 PM
From: marc chatman	Respond to of 1045

I agree with the possibility, but I've seen way too many insiders who have bailed before bad earnings. I may reduce my position tomorrow, but after re-reading the last Q report, I won't close my position. Record orders and record backlog. The thing that has me worried is the strong $ and the currency problem in Asia. That could take a bite out of the top line and the bottom line. Last Q, nearly 40% of sales were overseas.

To: DWB who wrote (137)	10/22/1997 11:03:00 PM
From: Bobby C	Respond to of 1045

DWB Thanks for the upbeat remarks on SFA. I am long on SFA, also bought some NLV ( not at the best time though). Plan to stick with them for awhile. I also find that the influence that Insider buying and selling may have on a stock doesn't always correlate to price movement. But more often than not it appears that insider selling in large portions indicates something bad is coming. Any comments on the Intel AtHome joint venture into cable modems? Intel Corp, At Home -2: Slated For 1998 First Half SANTA CLARA, Calif. (Dow Jones)--Intel Corp. (INTC) and At Home Corp. (ATHM) agreed to jointly develop high-speed cable modems for the home. In a joint release Tuesday, the companies said the design specifications are expected to be available for cable modems in the first half of 1998. The companies will develop, test and promote external cable modems that use the Universal Series Bus and IEEE 1394 standards, designed to allow easy "plug-and-play" installation. The companies said they will also collaborate in other areas of development, including voice, video, teleconferencing and videoconferencing, home networking and cable. "Dow Jones News Service" "Copyright(c) 1997, Dow Jones & Company, Inc." Bobby C