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Technology Stocks : Lodgenet Entertainment -- Ignore unavailable to you. Want to Upgrade?

To: Tokyo VD who wrote (27)	5/28/1998 1:49:00 PM
From: Keliven Wong	Read Replies (1) \| Respond to of 79

Charlie's hoedown is just his annual meeting at Wesco. It goes for hours. I mention it because he cuts through the bullshit. I agree that contracts expire. I agree that cables are useless once the contract expires. However a new contractor has to figure out a way to install new cable cost effectively, or buy the old one. A new owner of a hotel will be faced with a buy or build decision. I think that usually it will be more cost effective to stay with their current provider. "The boxes are quickly obsoleted." - Which boxes? The cables are not obsoleted as delivery devices. Over-the-cable technology will need to keep up. Satellite delivery is fine for scheduled programming, but a problem for on-demand streaming programming. Satellites have limited bandwidth and cannot stream to all individuals - you have bursts and need buffers. I see satellite as complementary not competing. My concern about the LNET's and ONCO's is that they are cable guys - analog. The issue is where are they going with digital technology? KW - a big shot