SFA - News and Analysis from Seeking Alpha 'SFA' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/sfa Barron's: TiVo Stock Lacks A Fast-forward Button (TIVO, SFA, MOT) http://seekingalpha.com/article/9092-barron-s-tivo-stock-lacks-a-fast-forward-button-tivo-sfa-mot?source=feed 9092 A weekend article in Barron's retiterated and expanded upon many of the skeptical points on TiVo (TIVO) recently articulated by Seeking Alpha contributor Andrew Schmitt. Excerpts:

With a name that's become a verb, plus great software, TiVo could be acquisition bait. But its share of DVRs is on course to be eclipsed this year by Scientific-Atlanta (SFA) and Motorola (MOT), the two largest cable set-top makers...

]]> Mon, 17 Apr 2006 03:28:57 -0400 SA Editors A weekend article in Barron's retiterated and expanded upon many of the skeptical points on TiVo (TIVO) recently articulated by Seeking Alpha contributor Andrew Schmitt. Excerpts:

With a name that's become a verb, plus great software, TiVo could be acquisition bait. But its share of DVRs is on course to be eclipsed this year by Scientific-Atlanta (SFA) and Motorola (MOT), the two largest cable set-top makers...


Complete Story »]]> MOT SFA TIVO SA Editors Cisco Going for the Consumer (CSCO) http://seekingalpha.com/article/5823-cisco-going-for-the-consumer-csco?source=feed 5823 In an interview with the Financial Times over the weekend, Cisco's Chief Development Officer Charles Giancarlo (pictured left) said that the growing demands from consumers for Internet devices presents a new opportunity for the company. According to Giancarlo, "Consumer electronics companies have been able to compete on a standalone device but the dynamics of the market are changing. The Internet and new networking requirements are enough of a disruptor for us to enter a new market."

Cisco has already made some moves in the consumer space. In 2003, Cisco acquired Linksys, a manufacturer of wireless home routers, webcams and other accessories for $500 million. And as Red Herring notes:

]]> Tue, 17 Jan 2006 15:06:21 -0500 In an interview with the Financial Times over the weekend, Cisco's Chief Development Officer Charles Giancarlo (pictured left) said that the growing demands from consumers for Internet devices presents a new opportunity for the company. According to Giancarlo, "Consumer electronics companies have been able to compete on a standalone device but the dynamics of the market are changing. The Internet and new networking requirements are enough of a disruptor for us to enter a new market."

Cisco has already made some moves in the consumer space. In 2003, Cisco acquired Linksys, a manufacturer of wireless home routers, webcams and other accessories for $500 million. And as Red Herring notes:


Complete Story »]]> CSCO SFA Cisco's a Bargain? Not Really (CSCO) http://seekingalpha.com/article/5456-cisco-s-a-bargain-not-really-csco?source=feed 5456 Eddy Elfenbein submits:

At MSN Money, Michael Brush makes the case for Cisco (CSCO):

]]> Thu, 05 Jan 2006 04:41:58 -0500 Eddy Elfenbein submits:

At MSN Money, Michael Brush makes the case for Cisco (CSCO):


Complete Story »]]> CSCO SFA