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Strategies & Market Trends : Value Investing
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To: Suma who wrote (22707)12/3/2005 8:56:39 PM
From: E_K_S  Read Replies (2) of 78755
 
Hi Suma - Buffet recently unloaded two-thirds of his stake in cable firm Shaw Communications Inc.. This was in September 2005. He also bought more Comcast in February 2005 (he upped his current stake by 3%).

I used to be a DISH subscriber for six years and then Comcast upgraded my street with broadband. I would never go back because I now have VOIP (Voice over Internet phone), Internet and Cable. Comcast has a lot of new emerging services they will be offering specifically VOIP and some type of cellular wireless phone service (rumor is a partnership bundle with Sprint).

That is not to say that SBC (which is now AT&T new) can not compete. They currently provide a bundled service with DISH but soon will be selling their own cable type service using VOD (Video-on-Demand).These companies provide much more than traditional old style "cable TV".

I think DVT and Dish are limited in the scope and distribution of "services" that one way satellite transmission provides. It will be interesting to see the subscriber growth numbers in five years especially as many of these new emerging technologies get installed on the SBC and COMCAST systems.

Finally, it looks as though Comcast is increasing their rates from 3%-6% beginning 1/1/2006. Another jump in their free-flow-cash-flow.

It's hard to find a true value play in this sector.

EKS
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