--------------------------------------------------------------------- The Evening Bridge - April 28, 2005 --------------------------------------------------------------------- TOP STORY: Insight Communications said first quarter revenue totaled $269.3 million, an increase of 13 percent when compared to the prior year period. High-speed Internet revenue increased 46 percent when compared to the prior year, and the company netted 37,300 high-speed Internet customers during the quarter to end at 367,800. In addition, digital service revenue increased 13 percent over the prior year, primarily due to an increased customer base. The company added a net 7,700 digital customers during the three-month to end at 459,000.
Our valued sponsors: Applied Telcomm - http://www.appliedtel.com Pace Electronics - http://www.pacemso.com/AdGateway/SMATV_AprilSpecial-05/AprilSpecial.asp?referrer=skyreportApril2005 CASE, Inc. - http://www.case-inc.com Perfect 10 Distributing - http://www.perfect-10.tv --------------------------------------------------------------------- Hot & Not --------------------------------------------------------------------- Hot Close Pts. + % Chg 52-Week ARRS 7.32 0.62 9.25 % 3.73 - 7.27 VVTV 9.94 0.14 1.43 % 9.73 - 16.00 SIRI 4.73 0.06 1.28 % 2.01 - 9.43 OUTD 14.52 0.11 0.78 % 12.50 - 19.30 RG 28.81 0.22 0.77 % 16.49 - 29.10 Not Close Pts. - % Chg 52-Week PAX 0.87 - 0.12 - 12.12 % 0.48 - 3.81 CHTR 1.09 - 0.11 - 9.17 % 1.19 - 4.64 MDSI 5.26 - 0.50 - 8.68 % 3.83 - 7.49 NT 2.50 - 0.23 - 8.42 % 2.46 - 5.76 MBND 1.24 - 0.11 - 8.15 % 0.96 - 2.00 DOW 10,070 -128 NASDAQ 1,904 -26 S&P 500 1,143 -13 --------------------------------------------------------------------- At the Bell --------------------------------------------------------------------- Comcast said its board of directors authorized a $2 billion addition to the companyâs stock repurchase program, providing $2.3 billion of repurchase capacity. Since December 2003, Comcast have repurchased $1.7 billion of stock --- Sirius Satellite Radio posted a wider first-quarter loss, but revenue increased as the company added 305,437 subscribers - -- Varsity TV will join the programming lineup of Verizon's FiOS TV, which will launch later this year. --------------------------------------------------------------------- BRIDGE Bonus --------------------------------------------------------------------- >From this week's BRIDGE, on VOD: "As the costs of technology have plummeted VOD has moved back to center stage. Current business models run the gamut from stand-alone, adult-fare operators to VOD services wrapped up in Whopper-sized cable bundles to the highly successful subscription video-on-demand (SVOD) models buoying programmers like HBO. However, no single strategy has moved the forefront for VOD business model success. To be sure, we know what kind of content has fared best so far. (The aforementioned HBO and other SVOD services have proved very popular as have on-demand music videos among younger audiences.) But it's early in the game to know what business models will prove most effective." Want to see more? Visit The BRIDGE today, at: http://www.mbc- thebridge.com. --------------------------------------------------------------------- PrimeTime Players --------------------------------------------------------------------- Close Pts. + % Chg 52-Week BLS 26.32 - 0.04 - 0.15 % 24.46 - 28.96 CVC 26.09 - 0.71 - 2.65 % 16.13 - 31.64 CHTR 1.09 - 0.11 - 9.17 % 1.19 - 4.64 CMCSA 31.88 - 0.04 - 0.13 % 26.25 - 34.50 CSGS 17.05 - 0.35 - 2.01 % 14.02 - 21.22 DTV 13.95 - 0.05 - 0.36 % 13.88 - 18.81 DISH 28.47 - 0.67 - 2.30 % 26.95 - 34.68 GMSTE 3.93 - 0.16 - 3.91 % 3.97 - 6.39 GE 35.67 - 0.73 - 2.01 % 29.55 - 37.75 ICCI 11.26 - 0.47 - 4.01 % 7.83 - 12.15 IACI 21.75 - 0.14 - 0.64 % 19.16 - 34.27 L 10.09 - 0.06 - 0.59 % 8.33 - 11.26 LBTYA 41.31 - 0.45 - 1.08 % 28.60 - 47.70 MCCC 5.44 - 0.25 - 4.39 % 5.06 - 8.55 MSFT 24.45 - 0.54 - 2.16 % 23.82 - 30.20 MOT 15.37 - 0.33 - 2.10 % 13.83 - 20.87 MBND 1.24 - 0.11 - 8.15 % 0.96 - 2.00 MWAV 1.13 - 0.03 - 2.59 % 0.85 - 2.78 NNDS 31.01 0.01 0.03 % 19.60 - 40.00 NWS 15.88 - 0.15 - 0.94 % 15.31 - 19.41 NXTL 28.53 - 0.46 - 1.59 % 21.18 - 30.50 OUTD 14.52 0.11 0.78 % 12.50 - 19.30 PAX 0.87 - 0.12 - 12.12 % 0.48 - 3.81 PIO 16.69 - 0.26 - 1.53 % 16.87 - 30.10 Q 3.42 - 0.12 - 3.39 % 2.56 - 4.86 SBC 23.52 0.08 0.34 % 22.78 - 27.29 SFA 30.42 - 0.36 - 1.17 % 24.61 - 36.35 SIRI 4.73 0.06 1.28 % 2.01 - 9.43 FON 22.68 - 0.44 - 1.90 % 16.83 - 25.80 TWX 16.86 - 0.40 - 2.32 % 15.41 - 19.90 TIVO 5.57 - 0.24 - 4.13 % 3.45 - 9.12 UCOMA 8.95 - 0.04 - 0.44 % 5.80 - 10.23 VZ 35.05 - 0.17 - 0.48 % 33.71 - 42.27 VIA 35.00 - 0.47 - 1.33 % 32.56 - 40.95 DIS 25.90 - 0.94 - 3.50 % 20.88 - 29.99 XMSR 27.25 - 1.10 - 3.88 % 20.35 - 40.89 ===================================================================== For all the industry critical news - see: The BRIDGE War Room - http://www.mbc-thebridge.com/research.cfm SkyREPORT - http://www.skyreport.com SkyRETAILER - http://www.skyretailer.com The BRIDGE - http://www.mbc-thebridge.com -------------------------------------------------------------------- -To modify your subscription to The Evening Bridge, visit http://www.mbc-thebridge.com/register.cfm We welcome your comments and suggestions. Contact the editor at [EMAIL PROTECTED] Data and information is provided for informational purposes only and is not intended for trading purposes. MBC is not liable for any errors or delays in the content or for any actions taken in reliance thereon. --------------------------------------------------------------------- Â MBC 2005 807 Arapahoe Street - Golden - CO 80401 - tel. 303-271-9960 - fax 303-271-9965
