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Gold/Mining/Energy : Rogers Communication

RCI 36.25

+0.2%

11:28 AM EST

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To: diddlysquatz who wrote (46)	11/21/1997 11:15:00 AM
From: hsg	Read Replies (2) of 189

Paul, Good assessment. The whole long-term uncertian outlook is what appeals to me. In my opinion competition will erode a smaller portion of their business than the market has priced into the stock. The fact that they have a better delivery system in terms of it's ability to move data, gives them a leg up, regardless of ISDN or other technologies wish enhance telephony's ability to transmit data. BUT, there is a lot of uncertianty about the nature and intensity of future competition, and this has dragged the stock down (past it's intrinsic value). As upgrade investments wind down in '98 we should see less red ink, and shortly thereafter positive cash flows...until then, though, it may not due much (share price), but I can't see it going much lower. They announced fairly good #'s for PCS today (66,000 NEW subscribers)... Harj

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