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The Evening Bridge - November 03, 2005
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TOP STORY - The Federal Communications Commission said it will seek 
comment on whether local franchising authorities may be unreasonably 
refusing to award video franchises to competitive entrants, such as 
telcos. In addition, the FCC notice will scrutinize which issues cable 
incumbents are encountering with local franchising, and how the 
commission can ensure the local franchising process is not inhibiting the 
ability of incumbent cable operators to invest in broadband services.

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Hot & Not
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Hot
                Close              Pts. +        % Chg          52-Week
WGAT         2.25             0.41            22.28 %          1.62 - 6.89
PLA         14.51            0.94             6.93 %          11.33 - 15.45
OPTV         2.49             0.16             6.87 %          2.07 - 4.14
UVN         29.08            1.62             5.90 %          23.52 - 32.94
XMSR        29.73            1.60              5.69 %           26.16 - 40.89

Not
                Close              Pts. -        % Chg          52-Week
MWAV         0.48          -   0.07         -  12.73 %         0.54 - 2.78
BDR          1.81        -   0.14       -   7.17 %       1.73 - 4.95
CMCSA       27.36         -   1.44         -   5.00 %         26.79 - 34.50
PAX          0.42          -   0.01         -   2.33 %         0.37 - 2.15
VZ          30.83         -   0.64         -   2.03 %         29.13 - 42.27

DOW       10,523  50
NASDAQ    2,160   16
S&P 500   1,220   5

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At the Bell
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The Senate voted 69-30 in opposition to an amendment offered by Sen. 
John McCain (R-Ariz.) that would have ended analog TV broadcasting on 
April 7, 2008, instead of April 7, 2009, as proposed in draft legislation 
from the Senate Commerce Committee --- Comcast said it added 
307,000 digital customers during the third quarter, for a total of more 
than 9.4 million. Basic subscribers remained unchanged at 21.4 million. 
The nation's largest cable company also ended the three-month period 
with more than 8.1 million high-speed Internet subscribers --- CBS said 
it's acquiring CSTV Networks, the basic network covering college 
athletics, for $325 million. The transaction is likely to close in early 
January, the company said --- The New York Post reported that 
Scientific-Atlanta hired Credit Suisse First Boston and Evercore Partners 
to explore strategic options, including a sale.
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What's New
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Battle lines for the broadband home have been drawn. Cable and telco 
giants alike are going after consumers at a frantic pace, but the battle's 
far from over.

Who's winning today and where? Get the answers you need with 
Internet Wars: Broadband vs. Dial-up, a new report from C+MBC: 
http://www.mbc-thebridge.com/research/cablevsdsl/
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BRIDGE Bonus
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>From this week's BRIDGE, on telco video: "Armed with massive cash 
flows and significant political clout, the telcos are desperately seeking to 
stem the tide of disappearing telephone lines which threatens their 
bottom line future. From the telco viewpoint, the culprits in this battle 
are cable providers and independent wireless services. Via VoIP and 
cellular, wireless Internet and cable modems, both are siphoning off 
key portions of the telephone giants' local and long distance line 
services. Naturally, the telephone giants are fighting back." For more on 
The BRIDGE and to subscribe, visit: http://www.mbc-thebridge.com.

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PrimeTime Players
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              Close              Pts. +        % Chg          52-Week
BLS         25.59         -   0.37         -   1.43 %         24.32 - 28.96
CVC         25.38         -   0.38         -   1.48 %         19.93 - 33.90
CHTR         1.27             0.01             0.79 %          0.88 - 2.75
CMCSA       27.36         -   1.44         -   5.00 %         26.79 - 34.50
CSGS        23.92            0.00                0.00 %             15.74 - 
24.09
DTV         14.27         -   0.29         -   1.99 %         13.81 - 17.01
DISCA       14.20         -   0.18         -   1.25 %         13.51 - 16.30
DISH        26.60            0.12             0.45 %          26.47 - 34.38
GMSTE        2.62             0.02             0.77 %          2.38 - 6.15
GE          33.98            0.17             0.50 %          32.67 - 37.75
ICCI        11.43         -   0.07         -   0.61 %         7.95 - 12.15
IACI        27.06            0.21             0.78 %          23.49 - 57.82
L            8.06          -   0.05         -   0.62 %         7.59 - 11.21
LBTYA       25.14            0.44             1.78 %          23.93 - 52.32
MCCC         5.72          -   0.08         -   1.38 %         5.06 - 7.59
MSFT        26.44         -   0.02         -   0.08 %         23.82 - 30.20
MOT         23.00         -   0.04         -   0.17 %         14.48 - 23.99
MBND         1.26             0.01             0.80 %          0.95 - 1.78
MWAV         0.48          -   0.07         -  12.73 %         0.54 - 2.78
NNDS        39.21            0.41             1.06 %          24.78 - 40.00
NWS         15.28            0.03             0.20 %          14.76 - 19.41
NXTLM.PK   540.00           0.00                0.00 %             5.00 - 617.24
OPTV         2.49             0.16             6.87 %          2.07 - 4.14
OUTD        16.50            0.10              0.61 %           12.50 - 17.49
PAX          0.42          -   0.01         -   2.33 %         0.37 - 2.15
Q            4.59             0.05             1.10 %          3.30 - 4.86
SBC         23.52         -   0.39         -   1.63 %         21.79 - 26.70
SFA         38.13            1.73             4.75 %          26.73 - 39.89
SIRI         6.94             0.06            0.80 %         3.72 - 9.43
STM         16.85            0.21             1.26 %          13.96 - 21.16
TWX         17.66         -   0.24         -   1.34 %         16.10 - 19.90
TIVO         5.14             0.25             5.11 %          3.45 - 7.75
VZ          30.83         -   0.64         -   2.03 %         29.13 - 42.27
VIA         31.51         -   0.38         -   1.19 %         30.02 - 39.26
DIS         24.90            0.08             0.32 %          22.89 - 29.99
XMSR        29.73            1.60              5.69 %           26.16 - 40.89

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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
        
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