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March 02, 1999 18:23
The Wall Street Transcript Publishes Special Cable Industry Edition
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NEW YORK--(BUSINESS WIRE)--March 2, 1999--Leading analysts examine the Cable Industry in the just-published edition of The Wall Street Transcript, a vital review for investors and companies.
1). An in-depth roundtable forum featuring three eminent analysts: Spencer Grimes of Salomon Smith Barney, Philip Sirlin of Schroder & Co. and Karim Zia of Donaldson, Lufkin & Jenrette. The panel discusses stock performance, new services, cable rate deregulation, digital video, new vendors, and the latest technologies, including DBS, HFC & ADSL. 1999 will be a pivotal year for the industry because Grimes declares, "This will be the final year that cable has a true competitive advantage in delivering high-speed data, in terms of performance and availability of its cable modems, versus what I think we'll see from the Bell companies."
Because no barrier to entry exists for competitors to Internet companies, while prospective competitors to cable companies face a substantial barrier to entry, Sirlin asserts, "I believe that the cable industry might be the best way to invest in the Internet."
Other topics addressed by this prominent panel: DOCSIS standards, satellite transmissions, interactivity platforms, the AT&T (NYSE: T) entry into cable, and the future outlook for the sector.
In 14,000+ words, this issue's expert panel thoroughly examines the sector and reaches conclusions on several companies in the sector, including: Hughes Electronics (NYSE:GMH), Adelphia (Nasdaq:ADLAC), and Jones Intercable (Nasdaq:JOIN), about which Grimes states, "I think playing a company like Jones Intercable for a takeover will be rewarded at these levels."
2) An "Off-the-Record" survey of analysts and industry experts who praise and/or criticize the performance of nine major Cable CEOs and managements, includes several commendations and a few admonishments. Accolades from an analyst for Fred Nichols of TCA Cable (Nasdaq:TCAT) as "One of the favorite guys in the business" and his company is "just a really well managed cable company."
High praise from an investment specialist for John Malone of TCI Group (Nasdaq:TCOMA) because "he is just simply the smartest guy in the group" and "he's got an incredible vision of the future."
But, according to a specialist, "the jury is still out" on another Cable CEO as they wait to see "whether they really do come through with the kind of growth that all of this is supposed to create for the industry."
3) CEO Interviews, including the CEOs from Oak Industries (Nasdaq:OAK) and TCA Cable TV (Nasdaq:TCAT). These are in-depth discussions (average 3,000 words) with the people leading these firms, talking about their companies; key trends in their markets, opportunities they face and key concerns, specific goals they set for their organization, and the outlook for investors.
Other companies mentioned in this special 25-page Cable Industry section include:
America Online (NYSE:AOL), Ameritech (NYSE:AIT), AtHome (NASDAQ:ATHM), Bell Atlantic (NYSE:BEL), Cablevision (AMEX:CVC), Century (NASDAQ:CTYA), Comcast (NASDAQ:CMCSA), Cox (NYSE:COX), EchoStar (NASDAQ:DISH), General Instrument (NYSE:GIC), GTE (NYSE:GTE), Liberty Media (NASDAQ:LBTYA), MCI WorldCom (NASDAQ:WCOM), MediaOne Group (NYSE:UMG), Microsoft (NASDAQ:MSFT), SBC.com (NYSE:SBC), Sprint (NYSE:FON), Teligent (NASDAQ:TGNT), Time Warner (NYSE:TWX), United International (NASDAQ:UIHIA), Viacom (AMEX:VIA) and Winstar (NASDAQ:WCII).
For information on how to obtain a copy of this issue, see twst.com or call (212) 952-7433. The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.
The Wall Street Transcript is a premier weekly investment publication serving serious long-term investors for over 35 years. The Transcript publishes industry roundtables and interviews with Wall Street analysts, money managers, and company CEOs, and is read by top money managers, brokers, and individual investors.
CONTACT: The Wall Street Transcript, New York
Robert Ruffin, 212/952-7433
twst.com
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