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Gold/Mining/Energy : Rogers Communication

RCI 37.51

-0.1%

Dec 5 9:30 AM EST

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To: Sleeperz who wrote (62)	1/7/1998 7:40:00 PM
From: diddlysquatz	Read Replies (1) of 189

I hate to say I told you so but I can't resist. This is not a short term problem. Cantel and the resulting debt load is a huge noose around Roger's neck. Will it be possible to gain the necessary subscribers to justify the debt load? It's looking less and less likely. Digital TV is too far away to save their butts. How much more are they going to have to spend to upgrade their entire system for that capability? The cable industry is a great cash cow, but we are starting to see penetration by other technologies. I suggest you watch the DBS companies closely as they are now about to make a determined assault on the urban areas, this will begin to weaken Roger's strongest asset. Technically, $5.80 - $5.90 is a very important price point. If the stock breaks below we could see $5.00. I think at that point we may see some sharks start circleing. Asset sales and potential takeover. In the mean time things look grim.

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