Adelphia (ADLAC) Another Cable Modem Player Message Board

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Technology Stocks : Adelphia (ADLAC) Another Cable Modem Player

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To: Ali Shahbaz who wrote (29)	7/1/1999 1:16:00 PM
From: lml	Read Replies (1) of 41

It appears that ADLAC is having some problems. There assets are spread across the entire country with no effective clustering. Acquiring CTYA obviously did nothing to mitigate this problem. Now, with CTYA's franchises in So. Calif. now the most important market ADLAC is now in, the remoteness of important assets have now become a critical issue to address. CTYA's presence in the Los Angeles market is now the focus of ADLAC. And when ADLAC acquired CTYA, they acquired cable plant in Los Angeles is dire need of upgrade -- upgrading that strategically should have been commenced 2 years ago. So the need to upgrade is critical in order to compete with other services that have been improving their systems & now beginning to squeeze CTYA's subscriber base & potential subscriber space. Specifically, I am referring to the DBS providers & the telecos who offer DSL. As far as LA is concerned, roll out of @Home is way overdue. Cash investment is required & overall management is needed. But with the CTYA-ADLAC merger not complete until September or October, many issues remain unsettled. And the pressure from DBS & DSL competition continues to increase. JMO.

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