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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Hiram Walker who wrote (798)5/9/1997 1:08:00 AM
From: Robert Utne   of 12823
 
Hiram, Agree 100% about TCI and 99% of the other US-based cable companies. Their focus is on one thing...how to keep their present customers and not lose them to the satellite companies. Internet and quality TV strategies are very distant concerns.

TCI and most other cable companies believe that to compete with the satellite companies they must expand thier channel offerings. Can't think of any US cable company which is concerned with TV audio and visual quality. In fact, not one has said we're going to provide our customers, as soon as the product is available, with HDTV. They'd rather obtain the extra channel capacity than offer the highest digital quality.

My read is that the cable companies will be the real losers over the next decade. The Rebocs and other telcos will obtain a much larger market share of the Internet access and video-on-demand market, the satellite companies will grab additional TV market share (with their 500 station TV offerings and higher digital quality) and the local broadcasters will also gain market share by offering the highest TV standards of quality, HDTV.

Long-term strategy: short the cable companies, buy the Rebocs and don't forget ZE......

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