Time Warner - TWX | Stock Discussion Forums

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Technology Stocks
Time Warner - TWX

An SI Board Since November 1997

Posts	SubjectMarks	Bans	Symbol
11	1	0	TWX

Emcee: IKM	Type: Unmoderated

Introduction Market Data Compact

I've been continually amazed that no one has started a thread for Time Warner, a behemoth that is the number two CATV MSO, in addition to their extensive entertainment and publishing holdings. There is always a lot in the press about them, but no thread serving as a clearinghouse and discussion area. An investment in TWX early this year would have been handsomely rewarded, after a dismal performance over the past few years after the merger and the blocking of acquisition.

I don't have an investment in TWX, but I follow them because of their Time Warner Entertainment JV with U S WEST Media Group (UMG), soon to be MediaOne Group. UMG has 25.5% of TWE.

As I write this, TWX is up substantially because of MSFT's reported interest in investing $1 billion in UMG. Their tie-in with UMG, and now MSFT, could spark interest similar to the mania that has accompanied ATHM since its IPO.

Any interest?

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
11	mediacentral.com	IKM	-	12/15/1997
10	From Cable World: <i>Time Warner president Richard Parsons confirmed pre	IKM	-	11/26/1997
9	Responding to the press release: <i>''We hope that by presenting	IKM	-	11/12/1997
8	Re: CDSL biz.yahoo.com	The Prophet	-	11/12/1997
7	It will find its niche, but not where cable modem access arrives in a timely ma	IKM	-	11/12/1997
6	You don't consider xDSL a competetive threat given (1) it works on plain ol	The Prophet	-	11/12/1997
5	FYI: internettelephony.com Click on 1997 Telephony, then November 3, then Ind	IKM	-	11/11/1997
4	It's already being introduced in places, but at higher cost and lower speed	IKM	-	11/11/1997
3	No objection here. By the way, any thoughts on when we might see competition f	The Prophet	-	11/11/1997
2	I agree. But what they do can have an impact on the shares we do follow, and v	IKM	-	11/10/1997
1	My concern about TWX is that it is not a pure play on cable modems. It's n	The Prophet	-	11/8/1997

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