--------------------------------------------------------------------- The Evening Bridge - June 15, 2005 --------------------------------------------------------------------- TOP STORY - Today, Liberty Media International stockholders approved a proposed transaction between the company and UnitedGlobalCom, the international cable operator. Upon consummation of the transaction, Liberty Media International and UnitedGlobalCom will become subsidiaries of a new, publicly traded parent company named Liberty Global.
Our valued sponsors: Applied Telcomm - http://www.appliedtel.com Hughes Network Sytems - http://www.direcway.com SatTracks - http://www.sattracks.com/home/ld.asp - http://www.telcotvnews.com/register.cfm --------------------------------------------------------------------- Hot & Not --------------------------------------------------------------------- Hot Close Pts. + % Chg 52-Week OUTD 16.76 1.29 8.34 % 12.50 - 19.30 TERN 3.45 0.17 5.18 % 1.44 - 3.73 PAX 0.68 0.03 4.62 % 0.48 - 3.81 RG 32.38 1.33 4.28 % 17.05 - 31.50 SJR 21.16 0.69 3.37 % 14.70 - 21.73 Not Close Pts. - % Chg 52-Week MBND 1.00 - 0.08 - 7.41 % 0.95 - 1.78 WGAT 3.80 - 0.17 - 4.28 % 1.41 - 6.89 PHG 25.95 - 1.14 - 4.21 % 21.89 - 28.84 CCUR 2.07 - 0.05 - 2.36 % 1.35 - 2.95 DIS 27.03 - 0.61 - 2.21 % 20.88 - 29.99 DOW 10,566 19 NASDAQ 2,075 6 S&P 500 1,207 3 --------------------------------------------------------------------- At the Bell --------------------------------------------------------------------- Kaufman Bros initiated coverage of Gemstar TV Guide with a "buy" rating --- SBC signed a five-year contract with CareTech Solutions Inc. - -- Vivendi Universal Games acquired U.K.-based game developer Swordfish Studios. --------------------------------------------------------------------- SCTE Notes --------------------------------------------------------------------- The latest from the Cable-Tec Expo in San Antonio: Digeo joined Motorola's Horizon Developers Program --- Pace Micro Technology said it plans to enter the VoIP market with the development of a new embedded multi-media terminal adapter --- BigBand introduced its next- generation Ensemble architecture for digital video solutions. Ensemble will be available for field-deployed BMRs (Broadband Multimedia- Service Router) --- RGB Networks unveiled a standards-based, all- digital support for the Emergency Alert System (EAS) through its Simulcast Edge Processor. --------------------------------------------------------------------- Telco Media News is Here! --------------------------------------------------------------------- Telco Media News - an innovative business news service designed for telephone operators moving into today's competitive video markets, as well as those closely watching telco developments - is here! Take a look at: http://www.telcomedianews.com. To subscribe to daily e-news from Telco Media News, visit: http://www.telcomedianews.com/register.cfm. --------------------------------------------------------------------- Analyze This --------------------------------------------------------------------- Richard Greenfield of Fulcrum Global Partners on Viacom's two company split: "The speculation game has ended, with Viacom's board approving the split-up of Viacom into two separate entities. While the split-up is certainly not a 'cure-all' for the malaise affecting Viacom and the broader media sector (outside of the Internet), we believe that the creation of a new Viacom that is 90 percent cable networks will be a unique company that will attract significant investor attention. On the other hand, a dividend yield-driven CBS entity (that is repurchasing significant amounts of stock with its free cash flow) with solid, moderately growing cash flows should appeal to value investors." --------------------------------------------------------------------- PrimeTime Players --------------------------------------------------------------------- Close Pts. + % Chg 52-Week BLS 27.02 0.07 0.26 % 24.85 - 28.96 CVC 27.12 0.22 0.82 % 16.13 - 31.64 CHTR 1.05 - 0.02 - 1.87 % 0.88 - 4.06 CMCSA 31.72 - 0.10 - 0.31 % 26.25 - 34.50 CSGS 18.80 - 0.15 - 0.79 % 14.02 - 21.22 DTV 15.32 0.00 0.00 % 13.88 - 18.25 DISH 30.18 - 0.13 - 0.43 % 26.95 - 34.38 GMSTE 3.51 0.05 1.45 % 2.93 - 6.39 GE 36.32 - 0.09 - 0.25 % 31.42 - 37.75 ICCI 11.43 0.03 0.26 % 7.83 - 12.15 IACI 25.25 0.03 0.12 % 19.16 - 31.25 L 10.40 - 0.07 - 0.67 % 8.33 - 11.21 LBTYA 44.38 0.03 0.07 % 28.60 - 47.70 MCCC 6.75 0.18 2.74 % 5.06 - 8.22 MSFT 25.26 - 0.10 - 0.39 % 23.82 - 30.20 MOT 18.10 - 0.10 - 0.55 % 13.83 - 20.03 MBND 1.00 - 0.08 - 7.41 % 0.95 - 1.78 MWAV 1.02 0.00 0.00 % 0.85 - 2.78 NNDS 32.81 0.18 0.55 % 19.60 - 40.00 NWS 17.49 0.19 1.10 % 15.305 - 19.41 NXTL 32.14 - 0.05 - 0.16 % 21.18 - 32.89 OUTD 16.76 1.29 8.34 % 12.50 - 19.30 PAX 0.68 0.03 4.62 % 0.48 - 3.81 PIO 15.76 0.11 0.70 % 15.35 - 26.46 Q 3.68 0.00 0.00 % 2.56 - 4.86 SBC 24.01 0.11 0.46 % 22.78 - 27.29 SFA 33.89 - 0.14 - 0.41 % 24.61 - 35.59 SIRI 5.91 0.01 0.17 % 2.01 - 9.43 FON 24.89 - 0.04 - 0.16 % 16.83 - 25.80 TWX 16.79 0.00 0.00 % 15.41 - 19.90 TIVO 6.96 - 0.07 - 1.00 % 3.45 - 7.75 UCOMA 9.50 - 0.07 - 0.73 % 5.80 - 10.23 VZ 35.16 0.15 0.43 % 33.71 - 42.27 VIA 34.04 - 0.60 - 1.73 % 32.56 - 39.26 DIS 27.04 - 0.60 - 2.17 % 20.88 - 29.99 XMSR 32.98 0.35 1.07 % 22.43 - 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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