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To: RetiredNow who wrote (58774)	4/2/2002 9:49:18 AM
From: Victor Lazlo	Respond to of 77400

mm, it's strictly a supply/demand equation, it does not move on world events or inflation fears or US stock mkt plunges. Did you know that the bank of scotland actually had quite a bit of gold in the World Trade Center? It's strictly a supply/demand equation, and the gold cartel has a lot to do with that equation. And I have no visibility to the gold cartel's future plans. So because future world events or inflation fears has nothing to do with where gold will be in a week or a month or a year, I stay away from gold. Now that things are heating up in a very small part of the ME, and gold is on the rise, the typical hysterical nutcases shrieking about gold as a safe haven are getting more ears. But it still comes down to a supply/demand equation, and not much else.

To: RetiredNow who wrote (58774)	4/2/2002 9:52:41 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

Faced with stiff competition from Direct Broadcast Satellite (DBS) pay-TV services, the cable television industry is fighting back by focusing on its ability to deliver a package of digital services, including digital video service, cable modem service, and even cable telephony service. In order to provide these digital services, U.S. cable TV operators have spent over $30 billion in the past two years to upgrade their hybrid fiber-coax (HFC) network infrastructure. According to In- Stat/MDR (http://www.instat.com), while some leading cable multiple systems operators (MSOs) have succeeded in upgrading the majority of their cable systems, cable industry capital expenditures are still forecasted to exceed $15 billion in 2002. Although the cable industry has never been known for rapid innovation or for embracing cutting-edge technologies, it has done an admirable job of provisioning digital cable services to households across the country. Based on data from In-Stat/MDR's annual U.S. cable operator survey, some areas of growth, particularly digital cable TV services and cable modem services, have been extremely strong. In-Stat/MDR has also found that: - The past year has seen significant growth in the number of 6 MHz channels available on cable TV systems. In early 2001, less than one-third of all U.S. cable systems offered more than 70 channels. By February 2002, the number had almost doubled. Most cable operators are using these additional channels to introduce new analog and digital video services, with a secondary priority of broadening their cable modem service capacity. - Even as digital cable services become more widely available, there is still plenty of room for U.S. digital cable service subscriber growth. The survey highlights that the current median penetration rate for digital cable service subscribers (voice, video, and/or data) is only around one-quarter of all cable TV system subscribers. This Market Alert is drawn from the In-Stat/MDR report, "2002 U.S. Cable Operator Survey: Infrastructure Upgrades Deliver Digital Services to the Home" (#IN020002MB), which offers a comprehensive look at how U.S. cable operators are configuring their cable TV systems. It also focuses on which digital cable services they are emphasizing, and offers information about the industry's fiber optic cable status. In addition, both cable system/MSO capital expenditures and which equipment manufacturers are supplying cable operators with their products are detailed. The data for the report come from an in-depth survey of 50 cable TV systems from 29 different states. The report also provides over 90 tables and charts that graphically illustrate the cable operator's survey responses. To purchase this report, or for more information, please visit instat.com or contact Courtney McEuen at 916.984.1179; cmceuen@instat.com. The report price is $3,995 USD.