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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?

To: Michail Shadkin who wrote (5098)	8/9/2001 1:29:31 AM
From: XBrit	Read Replies (3) \| Respond to of 6873

NLI article in tomorrow's Financial Times news.ft.com Not sure if there's anything really new here, the Telewest merger talks have been reported for several weeks. It's worth doing a search on NTL in the FT archives. I found some interesting statistics on digital TV in the UK (which seems to be NTL's biggest growth business). globalarchive.ft.com British Sky Broadcasting (Rupert Murdoch's satellite operation) has 5.5M customers, ITV (over-the-air) has around 1.1M, NTL cable has 1.0M, Telewest cable has 0.5M. NTL and Telewest debt combined is about $23B. So that's about $15k per digital TV customer, ohmygawd. Of course NTL has numerous other busineses, principally analog cable TV. But this illustrates that the UK market for TV is brutally competitive and satellite has essentially won at this point. Hence why NTL is a POS, cable TV isn't a viable business if satellite got there first and took 75% of the customers. Further ahead, NTL may be well placed to win a larger share of the UK market for broadband Internet access. Satellites are ill-suited for the Internet, and British Telecom's DSL rollout has apparently been quite inept. But broadband is right now a really tiny consumer business in the UK because of high cost and onerous government regulation. It's about 3-4 years behind the US. So it's pretty doubtful (to me) that the broadband business will mature fast enough to save NTL from collapsing under its debt load.

To: Michail Shadkin who wrote (5098)	8/9/2001 6:53:27 AM
From: GREENLAW4-7	Respond to of 6873

MIC, take a look at ISIL. This POS has huge float but is still getting pumped? I've been shorting it from 33 area. Insider sales and overall use of product is MINIMAL! I find the valuation and recent move unsustainable. Read today company is also laying off employees.

To: Michail Shadkin who wrote (5098)	8/9/2001 6:58:51 AM
From: prof.Hacky	Respond to of 6873

MS, how do current non members of tradepulse view your daily trades at the end of the day ? i do not see a listing of them.