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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: yzfool who wrote (12823)	10/13/1999 12:01:00 AM
From: RTev	Read Replies (1) \| Respond to of 28311

I agree that cable acquisition and consolidation will continue and I agree that Charter will get bigger. But I think they will still remain small relative to T and TWX. At this point it looks like the definition of "cable customer" is changing, but the 30% rule will not be changed. T will have to divest enough of its customer base to reduce its share from near 50% to 30%. That means that T and TWX will each have 30% of the cable customers in the country. Everyone else -- including the equally aggressive Comcast, Cox, and Charter -- will split the other 40%.