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Technology Stocks : COX Communications(COX) with @HOME(ATHM) -- Ignore unavailable to you. Want to Upgrade?

To: Geoff Altman who wrote (44)	7/7/1999 11:55:00 PM
From: Robert Florin	Read Replies (1) \| Respond to of 51

Yes, Cox has essentially an exclusive franchise on high speed internet cable in a number of regions. This franchise is like an annuity, pays dividends to the company every month in the form of service contract payments. Buying more contracts is just increasing the annuity. Besides high speed internet cable, they have all of the TV subscribers. When these coalesce around settop computers and the cable guys start competing with the baby Bells for local tel service, more and more revenues will be forthcoming with very little added infrastructure costs. IMHO, the cable operators are the best deal since Intel had a monopoly on CPU's.