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.

Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: the options strategist who wrote (20098)	3/23/1999 2:47:00 PM
From: drsvelte	Read Replies (1) \| Respond to of 42787

Jen - although directed to Chris, I've taken the liberty to respond to your question. SFA and GIC are the biggest set-top boxmakers. From briefing.com Scientific-Atlanta (SFA): is a leading supplier of broadband communications systems, satellite-based video, voice and data communications networks. Increased capital spending on the part of cable companies will continue to drive strong demand for the company's 8600x and Explorer 2000 set-top boxes. Company has enjoyed major contract wins/expansions with TCI, Time Warner, Cox Communications and Comcast Cable Communications. SFA now has agreements with 11 major US and Canadian cable companies to provide its state-of-the-art, interactive digital set top boxes. SFA's Explorer 2000 is designed to handle the following two-way, interactive applications for consumers: Internet access, Internet telephony (a key in the AT&T/TCI deal), e-mail, e-commerce, electronic banking and video-on-demand. In addition, the company's networking segment, which includes headends, RF amplifiers and other distribution electronic products stands to benefit as cable companies move aggressively to convert their lines from one-way broadcast mode into two-way communications in order to provide Internet access. According to current estimates, nearly 20% of the cable plant has been activated for two-way communications. Finally, SFA continues to experience solid growth in its satellite segment. Though sluggish top-line growth is a concern, company has weathered Asian storm in relatively good shape. Favorable industry conditions, a strong product line, quality management team and solid financials leave the company well positioned for another record year in FY1999.