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The Evening Bridge - November 29, 2005
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TOP STORY - Kyle McSlarrow of the National Cable and 
Telecommunications Association said today that any mandatory a la 
carte regime would be "potentially very troublesome for our goal of 
universal deployment of broadband services." He added that a la carte 
would hurt consumers "by increasing prices, decreasing choice and 
reducing diversity in programming and it would do so in a way that 
violates the First Amendment." McSlarrow's comments came after 
Federal Communications Commission Chairman Kevin Martin raised the 
idea of pay-TV services offering programming choice to consumers.

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Hot & Not
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Hot
                Close              Pts. +        % Chg          52-Week
GMST         2.64             0.11             4.35 %          2.24 - 6.14
PAX          0.97             0.04             4.30 %          0.37 - 2.15
CCBL         5.73             0.15             2.69 %          4.95 - 9.75
BDR          2.04             0.05             2.51 %          1.61 - 4.95
ARRS         9.48             0.23             2.49 %          5.45 - 12.79

Not
                Close              Pts. -        % Chg          52-Week
MWAV         0.48          -   0.09         -  15.79 %         0.40 - 2.07
TIVO         5.18          -   0.55         -   9.60 %         3.45 - 7.75
HLIT         5.50          -   0.17         -   3.00 %         4.08 - 12.40
OPTV         2.32          -   0.07         -   2.93 %         2.07 - 4.14
NT           2.84          -   0.08         -   2.74 %         2.26 - 3.91

DOW       10,888  -3
NASDAQ    2,233   -7
S&P 500   1,257   0

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At the Bell
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The Icahn Group retained Lazard Ltd. to further analyze various 
strategic alternatives "to maximize the value of all Time Warner 
shareholders' interests." Carl Icahn, who along with other affiliates 
beneficially own more than 135 million shares of Time Warner common 
stock, has been pressuring the media giant to spin off its cable unit and 
buy back more stock --- Video Without Boundaries, a provider of 
interactive, media-convergent home entertainment devices, said it 
entered into agreements with CableLabs covering two-way cable 
products --- UBS downgraded BellSouth from "buy" to "neutral."
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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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People Notes
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The FCC said Kevin Washington will serve as director of the office of 
legislative affairs --- MusicNet appointed David Kaill as the new director 
of technical business development --- Multicom announced the 
expansion of its international sales team with the addition of Miami 
salesman Harry Lopez.

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PrimeTime Players
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              Close              Pts. +        % Chg          52-Week
BLS         27.62         -   0.22         -   0.79 %         24.32 - 28.96
CVC         24.23         -   0.44         -   1.78 %         19.93 - 33.90
CHTR         1.19             0.02             1.71 %          0.88 - 2.40
CMCSA       26.75         -   0.33         -   1.22 %         26.05 - 34.50
CSGS        23.69            0.55             2.38 %          15.74 - 24.76
DTV         13.41         -   0.35         -   2.54 %         13.47 - 17.01
DISCA       15.75            0.00                0.00 %             13.51 - 
16.30
DISH        26.06         -   0.14         -   0.53 %         24.44 - 34.38
GMSTE        2.64             0.11             4.35 %          2.24 - 6.14
GE          35.93         -   0.05         -   0.14 %         32.67 - 37.75
ICCI        11.64            0.02             0.17 %          7.95 - 12.15
IACI        27.57         -   0.27         -   0.97 %         23.49 - 57.82
L            7.73             0.00                0.00 %             7.59 - 
11.21
LBTYA       23.51         -   0.39         -   1.63 %         23.87 - 52.32
MCCC         5.23          -   0.02         -   0.38 %         4.75 - 7.59
MSFT        27.68         -   0.07         -   0.25 %         23.82 - 28.25
MOT         24.15            0.07             0.29 %          14.48 - 24.99
MBND         1.19             0.02             1.71 %          0.95 - 1.78
MWAV         0.48          -   0.09         -  15.79 %         0.40 - 2.07
NNDS        40.38            0.69             1.74 %          29.27 - 40.35
NWS         15.73         -   0.10          -   0.63 %          14.76 - 19.41
NXTLM.PK   540.00           0.00                0.00 %             5.00 - 617.24
OPTV         2.32          -   0.07         -   2.93 %         2.07 - 4.14
OUTD        16.18            0.11             0.68 %          12.50 - 17.49
PAX          0.97             0.04             4.30 %          0.37 - 2.15
Q            5.17          -   0.02         -   0.39 %         3.30 - 5.25
SBC         25.05         -   0.03         -   0.12 %         21.79 - 26.56
SFA         42.32            0.17             0.40 %          26.73 - 42.53
SIRI         7.12             0.12             1.71 %          4.42 - 9.43
STM         17.42         -   0.04         -   0.23 %         13.96 - 20.68
TWX         17.86         -   0.23         -   1.27 %         16.10 - 19.90
TIVO         5.18          -   0.55         -   9.60 %         3.45 - 7.75
VZ          32.15         -   0.03         -   0.09 %         29.13 - 42.21
VIA         34.00         -   0.21         -   0.61 %         30.02 - 39.26
DIS         25.08            0.06             0.24 %          22.89 - 29.99
XMSR        29.51            0.02             0.07 %          26.16 - 40.89

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