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Technology Stocks : COX Cable
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To: Jon Tara who wrote (9)4/23/1997 9:21:00 PM
From: Hiram Walker   of 34
 
John, it sounds absolutely great to me. I think TWX,COX and UMG(Continental) with their infrastructure and subsriber base are going to be formidable competitors to the RBOC's and ISP's. I think that COX is probably the best buy right now,and people are undervalueing this fine company. It seems they are learning alot and have hired some knowledgeable computer professionals. TWX with Road Runner has some fine content coming,as does @Home. I think the future of interactive video and convergence of T.V. and data will run through the cable companies that are well postioned. Consumer internet will go through the cable companies in large metropolitan areas,in rural areas it may be a hybrid between HFC and wireless LMDS(something like that).
Tim
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