CVC and other competent cable networks stock
should continue to rise for at least the next 6-12
months. There is no potential telephone solution to the
bandwith availability that cable offers . Cable modems are
just the start. A whole new line of services over
broadband are on the horizon.
Right now any rivalry between DSL and Cable for
is strictly smoke, mirrors and marketing hoopla.
Overall demand will allow for both technologies to
flourish short term. The truth will be down the road as
reliability and technological viability are proven out. Its
one thing to run networks when demand is high and
margins are good. When competition steps up and
subscribers are offered choice...then you will see the true
Right now Bells must be a little leary of cannibalizing
the cash cow called T1 lines. They make great money
on these and DSL will put a crimp in
Also... Can T, TWX, maybe CMCSK afford to let an "apple"
ripen in the tree, when all of the other "pickers" want
T... you've got Armstrong, Hindery,
Malone, maybe Hostetter... will a Dolan fit?
you've got Levin...entertainment conglomerate... NYC and
all the jewels... nice fit.
See CMCSK, UMG.... as
that deal goes so does @home and RoadRunner IMHO
I'm glad we agree on some of this. T & CVC are
one of the reasons I've continued to hold, though I
don't think they'll pull the trigger anytime soon (as
long as many people "think" they will this drives them
to put some money on the table and bet long) . TWX
comes at it from a differnt angle and I've never
thought they'd get closer with CVC. They can put their
energy into other things 1st, like getting ATHM &
R'runner settled etc.
Another question on the
horizon is what will DSL to to this industry from the
netcentric perspective. Pull a little steam out of the cable
as king of broadband camp? (co-exist IMHO)
CVC is great , the feeling here is that they will
sell off the cable systems and reap the cash and take
it to the broadcast and entertainment world where
Dolan is still an innovative thinker.
the hidden jewel , if Cox paid almost 6k per sub for
media general what is cvc worth. Whole lot , Gabelli
knows what he's talking about. Stock could take off
lots of rumours in cablevision about the selling
of the cable part of the company. Dolan is going to
start to concentrate on others areas of the
entertainment biz, was recently offered large sum of $ for some
of the cable channels he currently owns. People
start to buy! Buy ! Buy! Tell a friend and let's all go
for a ride straight to the
Anyone catch that large purchase of 23,000+
shares the last five minutes of trading? If Comcast ups
their bid for Media One that just brings our value up
even more! Somethings Up, any comments? Go
OK Here's the deal� no more numbers, no more
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