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Technology Stocks : United Pan-Europe Communications - UPC (UPCOY) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Einstein who wrote (48)	4/4/1999 9:52:00 PM
From: Mad2	Read Replies (1) \| Respond to of 95

UPCOY represents a cost of roughly $1,800 per subscriber, US Cable companies have been purchacing cable subscribers for $4,000 each. Some differences in the markets. In Europe, market penitration rates are high in relation to USA, yet basic rates for video services are lower in Europe. On the other hand, telephone service is much more expensive in Europe (socialist bent), which for internet connection translates to $1/hr. Broadband internet and cable telephoney has much greater potential in Europe as a cost savings measure on top of the faster conection for internet. Admitedly it is difficult to generalize as suscriber rates and connection costs vary country to country. For UPCOY to gain they need to ramp their broadband and telephony service, should they exceed projections this should accelerate the earnings growth and thus the stock. Also entering into this is the potential to upgrade video service and increase revenue with premium service/channels Regards, Mad2