--------------------------------------------------------------------- The Evening Bridge - May 04, 2005 --------------------------------------------------------------------- TOP STORY - At market close, News Corp. reported that fiscal third quarter consolidated revenues were $6 billion, a 17 percent increase when compared to $5.2 billion in revenues reported for the same period last year. Net income for the quarter was $400 million.
Our valued sponsors: Telkonet, Inc. - http://www.telkonet.com/html/satellite-plc.html Perfect 10 Distributing - http://www.perfect-10.tv Applied Telcomm - http://www.appliedtel.com Pace Electronics - http://www.pacemso.com/AdGateway/SMATV_AprilSpecial-05/AprilSpecial.asp?referrer=skyreportApril2005 --------------------------------------------------------------------- Hot & Not --------------------------------------------------------------------- Hot Close Pts. + % Chg 52-Week MWAV 1.12 0.23 25.84 % 0.85 - 2.78 TERN 3.09 0.34 12.36 % 1.44 - 3.73 CCBL 7.03 0.40 6.03 % 5.57 - 10.58 LU 2.64 0.14 5.60 % 2.35 - 4.16 IACI 23.22 1.16 5.26 % 19.16 - 33.00 Not Close Pts. - % Chg 52-Week VVTV 8.06 - 0.89 - 9.94 % 8.87 - 14.66 NNDS 29.54 - 2.38 - 7.46 % 19.60 - 40.00 PAX 0.86 - 0.05 - 5.49 % 0.48 - 3.81 MDSI 4.66 - 0.25 - 5.09 % 3.83 - 7.49 WWE 10.00 - 0.30 - 2.91 % 10.14 - 13.90 DOW 10,385 128 NASDAQ 1,962 29 S&P 500 1,176 14 --------------------------------------------------------------------- At the Bell --------------------------------------------------------------------- Time Warner said first quarter revenues were $10.5 billion, an increase of 3 percent when compared to revenue for the same period in 2004. The revenue jump was attributed to growth within the company's cable, publishing and networks segments --- Verizon reached a programming distribution agreement with NFL Network for its developing FiOS fiber- based service --- Cablevision said its Optimum Voice unlimited calling area was expanded to include Puerto Rico. The cable operator also said the phone offering is attracting more than 1,000 new customers per day on average --- Mediacom announced an agreement with In Demand Networks in which the cable company will distribute INHD and INHD2 and continue offering pay-per-view movies and events from the cable- centric programmer. --------------------------------------------------------------------- What's New --------------------------------------------------------------------- Strategic Challenges Facing the Media Verticals, a new report from Datamonitor, analyzes the global impact of digital technologies on the key media verticals: TV and film, video games, music, and printing and publishing. Almost every business model needs to be re-evaluated given the fast-paced developments of digital technologies. For details and ordering options, visit The BRIDGE War Room at: http://www.mbc-thebridge.com/research/dm_stratvert/ --------------------------------------------------------------------- Analyze This --------------------------------------------------------------------- Jeff Halpern of Bernstein Research on first quarter DSL numbers: "DSL subscriber growth significantly beat most analyst expectations in the quarter, including our own. BellSouth, Qwest, SBC and Verizon, combined, reported a 10.4 percent sequential rise in DSL subscribers and a 45 percent year-over-year increase. Combined, the Bells reported 1.23 million net broadband additions, growing the base to 13 million or nearly 20 percent penetration of addressable households. We believe a conscious focus on tiered service offers - allowing the Bells to attract more price sensitive consumers - was the leading driver of the rapid subscriber growth." --------------------------------------------------------------------- PrimeTime Players --------------------------------------------------------------------- Close Pts. + % Chg 52-Week BLS 26.53 0.08 0.30 % 24.46 - 28.96 CVC 27.00 0.97 3.73 % 16.13 - 31.64 CHTR 1.14 0.04 3.64 % 1.06 - 4.20 CMCSA 32.61 0.44 1.37 % 26.25 - 34.50 CSGS 17.72 0.09 0.51 % 14.02 - 21.215 DTV 14.94 0.02 0.13 % 13.88 - 18.81 DISH 29.86 0.63 2.16 % 26.95 - 34.68 GMSTE 4.00 0.02 0.50 % 3.70 - 6.39 GE 36.20 0.10 0.28 % 29.55 - 37.75 ICCI 11.50 - 0.02 - 0.17 % 7.83 - 12.15 IACI 23.22 1.16 5.26 % 19.16 - 33.00 L 10.35 0.31 3.09 % 8.33 - 11.24 LBTYA 43.16 1.02 2.42 % 28.60 - 47.70 MCCC 5.84 0.06 1.04 % 5.06 - 8.55 MSFT 25.21 - 0.15 - 0.59 % 23.82 - 30.20 MOT 15.70 0.13 0.83 % 13.83 - 20.47 MBND 1.20 0.03 2.56 % 0.96 - 1.79 MWAV 1.12 0.23 25.84 % 0.85 - 2.78 NNDS 29.54 - 2.38 - 7.46 % 19.60 - 40.00 NWS 16.35 0.35 2.19 % 15.30 - 19.41 NXTL 28.37 0.43 1.54 % 21.18 - 30.50 OUTD 14.85 - 0.13 - 0.87 % 12.50 - 19.30 PAX 0.86 - 0.05 - 5.49 % 0.48 - 3.81 PIO 17.24 0.21 1.23 % 16.60 - 28.80 Q 3.50 0.04 1.16 % 2.56 - 4.86 SBC 23.80 0.00 0.00 % 22.78 - 27.29 SFA 30.95 0.26 0.85 % 24.61 - 36.06 SIRI 5.23 0.17 3.36 % 2.01 - 9.43 FON 22.23 0.24 1.09 % 16.83 - 25.80 TWX 17.28 0.60 3.60 % 15.41 - 19.90 TIVO 5.68 0.20 3.65 % 3.45 - 9.12 UCOMA 9.30 0.21 2.31 % 5.80 - 10.23 VZ 34.70 0.03 0.09 % 33.71 - 42.27 VIA 36.27 0.98 2.78 % 32.56 - 39.46 DIS 26.79 0.54 2.06 % 20.88 - 29.99 XMSR 28.23 0.71 2.58 % 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. 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