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Technology Stocks : Arris International PLC (ARRS) -- Ignore unavailable to you. Want to Upgrade?

To: tech101 who wrote (63)	2/18/2004 12:01:15 AM
From: tech101	Read Replies (1) \| Respond to of 661

THE SHIFT IN THE CABLE industry's by: goodmunch2003 Long-Term Sentiment: Strong Buy 02/17/04 09:48 am Msg: 8943 of 8946 The shift in the cable industry's revenue model is already under way, and can perhaps be seen most clearly in the financial data of Cox Communications, the nation's No. 4 cable operator. In the first quarter of 2001, video services represented more than 87 percent of the company's residential revenue of $848 million. In less than three years, in the final quarter of 2003, that figure had fallen to 70 percent, even as total quarterly residential revenue had risen to $1.32 billion. In that quarter, 18 percent of Cox's residential revenue came from its cable-modem operation, and another 10 percent came from telephone service. "Our telephone and high-speed Internet services have been huge growth engines for us," said Pat Esser, Cox's chief operating officer. "We expect that trend to continue as more customers realize the value of our bundled offerings." Similar trends are evident at most of the other big cable operations, including Comcast and Time Warner's cable unit. ARRS SMART MONEY "Be long and strong and your patience will be rewarded."