Reza Samahin, P. Eng, CFA
Scientific Atlanta
SFA-N
BUY
Aug 19, 2004
75% of their business is set-top boxes so from a long-term perspective, it will be a good stock to own. In the short-term, should see some upside in the Japanese market. A very controversial name right now.
Set top box sales are doing quite well in the US. Ranks in the top 15% in their database model. Earnings momentum is down. Modest earnings, but forcast to turn around.