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

To: Ken W who wrote (301)	8/6/1998 7:05:00 PM
From: Wolf 2	Read Replies (1) \| Respond to of 1045

Ken: It would be great to have a 'one-time gain' such as that provided by the Broadcom investment every quarter, wouldn't it? ;-) However, the EPS (excl. that gain) of $0.25, which, while not spectacular, was smack on the consensus estimate and suits me, especially given current market conditions. Going forward, the good news, apart from the steady flow of new contracts, is the gradual transition from analog to the higher-margin digital technology. The same, of course, is true for GIC but what the heck, there's room for both of 'em in my portfolio. Regards, Wolf