Frederick Moran Cable Quotations

With cable stock prices under pressure, business slightly less robust than previously thought, and market concerns about debt loads, now might not be the ideal time for additional mergers,

You are seeing a bit of a stalling in the growth of the dial-up market. It is still growing, but at a much less vigorous pace than last year. Subscribers are beginning to convert over to DSL, or cable modems, and that's eating into some of the incremental growth of the existing Internet Service Providers (ISPs). But I think the ISPs have a real opportunity to convert their existing dial-up subscribers into broadband subscribers. In fact, they have a better opportunity than any other players out there; but, in order to recapture Wall Street attention, they have to begin to make that happen in a meaningful fashion,

The cable division came in with 13 percent cash-flow growth, which is basically the strongest we're going to see out of the whole cable industry this quarter, ... They're showing some real power.