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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: faqsnlojiks who wrote (920)	4/27/2000 12:25:00 AM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Hi Joe, as you point out CHTR has cash flow growth of 13% , I own CHTR from your kind of levels, I think it will be fine in the longer term, as it's a central Hub in Paul Allen's wired World. I have toyed with the idea of adding down here. John -------------------- ----Morgan Stanley out of COX and into CHTR/CMCSK; they say COX has not lowered earnings and cash flow guidance yet, but they will be forced to do so Morgan's EBITDA growth expectations for COX of 9% are the lowest on the street - COX reported growth of 8.5% Stock trading at 17 times cash flow with a cash flow growth rate of 10; CHTR trades at 11.9 times EBITDA and has cash flow growth of 13% Morgan says COX's ability to leverage growth is based on merger synergies, which they do not expect ----