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THE PK REPORT #110 -
By PAUL KAGAN
- 8/7/08
Network DVR:
Will The Cloud Come To Cable?
Cable TV industry growth has been spurred in every decade by a new technology platform buried within its head-ends and trunk.
Set-top boxes in the 1960’s, pay TV 1970’s, addressability 1980’s and high-speed internet, telephony and video-on-demand 1990’s.
For the 2000’s, add tru2way™ (interactive TV and targeted advertising) and now, the industry’s latest gift: network DVR.
Click Here For More...
Instant Datafication™
The total number of European Internet users grew 8% during the past year to 241.8 mil. through June '08.
Russia
ranked as the fastest-growing Internet audience in
Europe
, up 27% to 17.5 mil.
comScore 8/27/08.
Click here for more Instant Datafication entries…
Market Trend - 8/28/08
A bevy of good news conspired to push markets northward resulting in triple-digit gains for the Dow and a 1.2% increase in the Nasdaq.
Jobless claims fell, GDP grew and oil prices dropped giving investors’ confidence that the economy is holding its own. This news combined with recent positive indicators in the real estate market may signal the beginning of a turnaround.
Our Cable MSO average led media stocks with a 3.4% gain to 28.96. Rogers and Shaw, the two Canadian MSOs in our average, led the pack gaining 4.9% and 4.3% respectively.
Averages
|
8/27
|
8/28
|
% Chg.
|
% Chg. fr YE '07
|
Cable MSO
|
28.01
|
28.96
|
3.4
|
5.3
|
Towers
|
130.59
|
133.99
|
2.6
|
(2.6)
|
Cable MSO (Global)
|
40.17
|
41.11
|
2.4
|
(13.8)
|
Telco
|
33.78
|
34.56
|
2.3
|
(23.0)
|
Television
|
37.58
|
38.43
|
2.3
|
(29.7)
|
Motion Pictures
|
21.75
|
22.17
|
1.9
|
(14.6)
|
DJIA
|
11,503
|
11,715
|
1.8
|
(11.7)
|
Cable/Sat Networks
|
6.94
|
7.07
|
1.8
|
(78.5)
|
Broadband Tech.
|
15.81
|
16.10
|
1.8
|
(13.0)
|
Fiber Optics
|
2.15
|
2.19
|
1.8
|
(17.3)
|
Wireless Prov.
|
24.63
|
25.04
|
1.7
|
(20.4)
|
Home Video
|
21.92
|
22.28
|
1.6
|
9.7
|
Advertising
|
66.41
|
67.45
|
1.6
|
(24.0)
|
Internet Bandwidth
|
1.10
|
1.12
|
1.5
|
(29.4)
|
Internet Media
|
48.73
|
49.37
|
1.3
|
(25.7)
|
NASDAQ
|
2,382
|
2,412
|
1.2
|
(9.1)
|
Publishing
|
62.78
|
63.51
|
1.2
|
(26.4)
|
Interactive TV
|
14.20
|
14.35
|
1.1
|
5.4
|
Wireless Tech.
|
13.73
|
13.85
|
0.9
|
(19.1)
|
Radio
|
6.19
|
6.24
|
0.8
|
(30.4)
|
Video Game
|
18.57
|
18.71
|
0.7
|
(9.1)
|
Global Wireless
|
113.03
|
113.87
|
0.7
|
(27.9)
|
Digital Life
|
137.10
|
138.05
|
0.7
|
(23.5)
|
Consumer Elec.
|
47.33
|
47.51
|
0.4
|
(11.1)
|
Movie Theaters
|
9.78
|
9.81
|
0.3
|
(20.0)
|
Satellite TV
|
29.49
|
29.57
|
0.3
|
(2.8)
|
United States
Oil
|
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