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Second Half 2006: Even Better for Cable?

Tom Eagan of Oppenheimer and Co. said he expects continued strong RGU (revenue generating unit - or subscriber) growth for most cable operators. He also said Comcast could be the best positioned MSO for success during the final months of the year.

At Comcast, "We expect second half 2006 RGU net adds to exceed first half 2006 adds by10 percent as VoIP roll out is accelerated," Eagan said. He also said - and Comcast has admitted - previous guidance from the MSO for year-end 2006 giant may have been too conservative.

As for satellite TV, Eagan said he expects DBS show higher net customer additions, driven by better customer enrollments for DirecTV.

The analyst said DirecTV could net nearly 500,000 customers during the second half of 2006, compared to 370,000 signed up during the first half.

"We expect DirecTV will pay for this growth, owever, through higher SAC (subscriber acquisition costs), which we expect will edge up from the $655 recorded in first half 2006 and $632 in second half 2005," Eagan said.

06.09.2006

Source: SkyREPORT E-News

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