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Gold/Mining/Energy : Rogers Communication -- Ignore unavailable to you. Want to Upgrade?

To: hsg who wrote (90)	2/9/1998 10:53:00 AM
From: diddlysquatz	Read Replies (1) \| Respond to of 189

News out today that Roger's is in danger of losing its inclusion in the TSE 300 due to low market cap.

To: hsg who wrote (90)	2/13/1998 12:53:00 PM
From: Jadrew	Read Replies (1) \| Respond to of 189

Turned around cable ? Pointing to Rodgers "turning around cable" with DRAMATICALLY improved margins appears somewhat shortsighted. Teddy, the monopolist is milking to death his cable customers with excessive pricing to pay for his debt servicing. However, these pissed off customers are already being presented with options. Multi-residential units are now open to competition (LOWER PRICING), which soon equates to LOWER margins. This is exactly what has happened to cellular. PCS (primarily Microcell and Clearnet) come in and offer lower pricing. Anybody, not on a 36 month "fixed contact" switch over. So brilliant Teddy lays off 800 in cellular. Think pricing should be addressed instead ? His bloated margins won't be around for long. On the issue of DEBT. You're right, Debt to Assets mean very little if you have the ability to cover the debt with MONOPOLY margins in cable and cellular. Well cellular margins are collapsing and cable is about to see partial competition. Result: LOWER cash flow and the same or HIGHER debt payments. This company is run by an arrogant monopolist and he doesn't have a clue how to operate in a competitive marketplace. Who really wants to bet he can pay interest on $6 billion in debt with free-market margins ?