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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Weiss who wrote (3063)	1/16/1998 10:21:00 AM
From: Jyoti sharma	Read Replies (1) \| Respond to of 78656

Paul, Your question reg TWSTY: Telewest is in my UK telecom sourcebook data base. Telewest is in cable and local telephony. They are investing heavily to upgrade their network and getting ready for digital TV. They loosing money because of their capital expenditures. I do not see them reporting positive earnings any time soon. They are creating an asset in ground and borrowing heavily. I see value in TWSTY as a takeover speculation. I do not have any idea of their book value. It could be much higher than stated. You also have to consider that in UK both cable and telephony are more deregulated than US. IMO digital TV and market for high speed links to home is still in the future. Pay off in TWSTY as an operating company is still a few years away. You can not compare it to TCOMA in USA. TWSTY is a much smaller company operating in much more competitive environment. BTW I also do not see much downside risk in current price. Paul I do not follow this company closely this is just my broad brush observation. I could be wrong, have been wrong before many many times. Best wishes and good luck with TWSTY. Jyoti