--------------------------------------------------------------------- The Evening Bridge - May 11, 2005 --------------------------------------------------------------------- TOP STORY - Disney reported this afternoon that revenues for fiscal second quarter were $7.829 billion, up from $7.189 billion generated during the same period last year. Net income for the three-month period was $698 million, also up from the $537 million reported during the same quarter last year.
Our valued sponsors: Metron North America - http://www.metrononline.com/promo05/april05_mna_promo.htm BFTC1108_Digital_Media_Issues_468x60 - http://www.mbc-thebridge.com/research/dmia/ Pace Electronics - http://www.pacemso.com/AdGateway/eDistribution/SkyRSpecials.asp?RefSalesSrc=6003&referrer=skyReportAd CASE, Inc. - http://www.case-inc.com --------------------------------------------------------------------- Hot & Not --------------------------------------------------------------------- Hot Close Pts. + % Chg 52-Week BDR 3.15 0.10 3.28 % 2.46 - 4.95 LBRT.PK 0.32 0.01 3.17 % 0. - 0. COMS 3.32 0.10 3.11 % 2.96 - 6.94 PLA 12.53 0.31 2.54 % 8.00 - 14.85 NT 2.52 0.05 2.02 % 2.26 - 5.12 Not Close Pts. - % Chg 52-Week MWAV 1.05 - 0.11 - 9.48 % 0.85 - 2.78 TIVO 5.21 - 0.32 - 5.79 % 3.45 - 9.12 PAX 0.80 - 0.04 - 4.76 % 0.48 - 3.81 UVN 25.32 - 1.18 - 4.45 % 25.80 - 35.22 VVTV 8.59 - 0.33 - 3.70 % 8.01 - 14.66 DOW 0 0 NASDAQ 0 0 S&P 500 0 0 --------------------------------------------------------------------- At the Bell --------------------------------------------------------------------- Qwest commenced an offer to exchange all privately placed outstanding 7.25 percent notes due 2011, 7.5 percent notes due 2014 and floating rate notes due 2009 for newly registered notes --- Christina Norman was appointed president of MTV: Music Television and Tom Calderone was named general manager of VH1 --- Looking for that all-digital TV experience on your next business trip? Marriott said its hotels will have the option to install flat-panel, digital HDTVs in guest rooms and lounges. --------------------------------------------------------------------- Analyze This --------------------------------------------------------------------- William Kidd of Vintage Research on Mediacom: "Sentiment in Mediacom is going to improve. As the turnaround continues, the year- over-year comparisons will look strong by the third of fourth quarter. The company's first quarter results look especially anemic year-over- year, a function of the company's basic subscriber erosion between now and first quarter 2004. On the flip side, as the company continues to grow its RGU base, it should be able to post relatively strong growth before year-end, when it faces weak 3Q04/4Q04 comps." --------------------------------------------------------------------- PrimeTime Players --------------------------------------------------------------------- Close Pts. + % Chg 52-Week BLS 26.07 0.07 0.27 % 24.46 - 28.96 CVC 26.67 - 0.38 - 1.40 % 16.13 - 31.64 CHTR 1.11 - 0.03 - 2.63 % 1.06 - 4.06 CMCSA 31.97 - 0.12 - 0.37 % 26.25 - 34.50 CSGS 17.82 0.00 0.00 % 14.02 - 21.215 DTV 14.75 0.01 0.07 % 13.88 - 18.25 DISH 28.20 - 0.12 - 0.42 % 26.95 - 34.38 GMSTE 3.44 - 0.12 - 3.37 % 3.50 - 6.39 GE 36.19 0.36 1.00 % 29.55 - 37.75 ICCI 11.20 0.02 0.18 % 7.83 - 12.15 IACI 22.96 0.38 1.68 % 19.16 - 31.82 L 10.49 - 0.01 - 0.10 % 8.33 - 11.24 LBTYA 42.60 - 0.69 - 1.59 % 28.60 - 47.70 MCCC 5.81 - 0.15 - 2.52 % 5.06 - 8.55 MSFT 24.91 0.01 0.04 % 23.82 - 30.20 MOT 15.80 0.01 0.06 % 13.83 - 20.47 MBND 1.21 0.00 0.00 % 0.96 - 1.78 MWAV 1.05 - 0.11 - 9.48 % 0.85 - 2.78 NNDS 32.67 0.22 0.68 % 19.60 - 40.00 NWS 15.92 - 0.11 - 0.69 % 15.305 - 19.41 NXTL 28.17 0.18 0.64 % 21.18 - 30.50 OUTD 14.98 0.02 0.13 % 12.50 - 19.30 PAX 0.80 - 0.04 - 4.76 % 0.48 - 3.81 PIO 16.80 - 0.06 - 0.36 % 16.60 - 26.46 Q 3.64 0.07 1.96 % 2.56 - 4.86 SBC 23.30 - 0.15 - 0.64 % 22.78 - 27.29 SFA 32.04 0.34 1.07 % 24.61 - 36.06 SIRI 5.17 - 0.02 - 0.29 % 2.01 - 9.43 FON 22.17 0.21 0.96 % 16.83 - 25.80 TWX 16.95 - 0.03 - 0.18 % 15.41 - 19.90 TIVO 5.21 - 0.32 - 5.79 % 3.45 - 9.12 UCOMA 9.23 - 0.13 - 1.39 % 5.80 - 10.23 VZ 34.38 0.05 0.15 % 33.71 - 42.27 VIA 34.77 - 0.38 - 1.08 % 32.56 - 39.45 DIS 26.67 - 0.28 - 1.04 % 20.88 - 29.99 XMSR 27.77 - 0.03 - 0.11 % 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
