--------------------------------------------------------------------- The Evening Bridge - May 18, 2005 --------------------------------------------------------------------- TOP STORY - The City Council of Temple Terrace, Fla., voted unanimously to award a video franchise to Verizon for its FiOS TV product. In awarding the franchise, the city of 23,000 becomes the first in Florida to pave the way for fiber-based services. Temple Terrace joins Keller, Wylie, Sachse and Westlake, all in Texas, and Beaumont, Calif., as cities that have awarded video franchises to Verizon.
Our valued sponsors: Pace Electronics - http://www.pacemso.com/AdGateway/eDistribution/SkyRSpecials.asp?RefSalesSrc=6003&referrer=skyReportAd Applied Telcomm - http://www.appliedtel.com Metron North America - http://www.metrononline.com/promo05/april05_mna_promo.htm BFTC1108_Digital_Media_Issues_468x60 - http://www.mbc-thebridge.com/research/dmia/ --------------------------------------------------------------------- Hot & Not --------------------------------------------------------------------- Hot Close Pts. + % Chg 52-Week HLIT 6.10 0.48 8.54 % 4.86 - 12.40 CRWNE 9.44 0.59 6.67 % 6.25 - 9.78 MBND 1.13 0.05 4.63 % 0.96 - 1.78 COMS 3.27 0.14 4.47 % 2.96 - 6.94 SFA 33.80 1.38 4.26 % 24.61 - 36.06 Not Close Pts. - % Chg 52-Week GMST 2.94 - 0.25 - 7.84 % 3.12 - 6.39 MWAV 0.98 - 0.04 - 3.92 % 0.85 - 2.78 CHTR 0.90 - 0.03 - 3.23 % 0.88 - 4.06 BDR 3.10 - 0.05 - 1.59 % 2.46 - 4.95 SIRI 5.41 - 0.07 - 1.28 % 2.01 - 9.43 DOW 10,464 133 NASDAQ 2,031 27 S&P 500 1,186 12 --------------------------------------------------------------------- At the Bell --------------------------------------------------------------------- Comcast said the Mile High United Way in Colorado has received more than $93,000 in employee contributions and grants funded through The Comcast Foundation --- WealthTV signed a programming carriage with Verizon's FiOS TV service --- LodgeNet entered into an agreement with HBO for the distribution of HBO HD programming to the lodging industry --- Music network Fuse said it will offer Play Station Portable users free pre-formatted, downloadable content for Sony's hand held device through its Web site --- BigBand Networks unveiled its advanced video coding (AVC) solutions for IPTV services. --------------------------------------------------------------------- Analyze This --------------------------------------------------------------------- Jeff Halpern and Craig Moffett of Bernstein Research on local video franchise requirements for phone companies: "Franchises pose one of the most significant risks to the timing of Bell consumer multichannel video market entry. Depending on the eventual resolution of the issue, and the timing of such resolution, the Bells' share gains in the video market could be significantly delayed relative to our forecast, representing a near-term positive for both the Cable MSOs and the Satellite operators and, of course, a negative for the Bells." --------------------------------------------------------------------- PrimeTime Players --------------------------------------------------------------------- Close Pts. + % Chg 52-Week BLS 26.44 0.10 0.38 % 24.46 - 28.96 CVC 25.27 - 0.23 - 0.90 % 16.13 - 31.64 CHTR 0.90 - 0.03 - 3.23 % 0.88 - 4.06 CMCSA 31.44 - 0.27 - 0.85 % 26.25 - 34.50 CSGS 18.93 0.63 3.44 % 14.02 - 21.215 DTV 14.71 - 0.14 - 0.94 % 13.88 - 18.25 DISH 29.40 0.44 1.52 % 26.95 - 34.38 GMSTE 2.94 - 0.25 - 7.84 % 3.12 - 6.39 GE 36.90 0.44 1.21 % 29.683 - 37.75 ICCI 11.20 - 0.04 - 0.36 % 7.83 - 12.15 IACI 24.01 0.76 3.27 % 19.16 - 31.82 L 10.30 0.09 0.88 % 8.33 - 11.24 LBTYA 41.09 0.20 0.49 % 28.60 - 47.70 MCCC 5.74 0.06 1.06 % 5.06 - 8.55 MSFT 25.70 0.24 0.94 % 23.82 - 30.20 MOT 16.90 0.48 2.92 % 13.83 - 20.47 MBND 1.13 0.05 4.63 % 0.96 - 1.78 MWAV 0.98 - 0.04 - 3.92 % 0.85 - 2.78 NNDS 32.70 0.15 0.46 % 19.60 - 40.00 NWS 16.02 0.17 1.07 % 15.30 - 19.41 NXTL 28.65 0.40 1.42 % 21.18 - 30.50 OUTD 14.91 - 0.09 - 0.60 % 12.50 - 19.30 PAX 0.70 0.00 0.00 % 0.48 - 3.81 PIO 16.25 0.00 0.00 % 16.00 - 26.46 Q 3.78 0.05 1.34 % 2.56 - 4.86 SBC 23.68 0.19 0.81 % 22.78 - 27.29 SFA 33.80 1.38 4.26 % 24.61 - 36.06 SIRI 5.41 - 0.07 - 1.28 % 2.01 - 9.43 FON 22.52 0.41 1.85 % 16.83 - 25.80 TWX 17.34 0.27 1.58 % 15.41 - 19.90 TIVO 5.36 0.05 0.94 % 3.45 - 9.12 UCOMA 8.90 0.01 0.11 % 5.80 - 10.23 VZ 34.78 0.22 0.64 % 33.71 - 42.27 VIA 34.64 0.14 0.41 % 32.56 - 39.26 DIS 27.50 0.22 0.81 % 20.88 - 29.99 XMSR 29.51 0.59 2.04 % 22.04 - 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
