CABL Forum - Re: Here's some more info to chew over

IMHO - I suspect that next year's objective of "Free Cash Flow" is at the top of everyone's (MSO) agenda. We're going to do it and as leaders we will influence those underage Wall Street mavericks that their tactics to thwart progressive telecom growth is pure absurdity. We're going to trim our capital growth to demonstrate that through adaptive change we'll counter this past year's pathetic headlines (All inclusive of course). Sure, it means that we'll be delayed an exponential year to bring new(er) services to market but hey, our industry will recover and continue to be robust, dynamic, and greatly improved.

For you folks looking to diversify your cable construction talents - Our industry is about to crest a Home/Business network wiring revenue stream. Sure we're late to that market but since the rapid deployment of commercial HSI and non-tarriffed V.O.I.P., small/medium/ and large businesses are scrambling to network their LANs and WANs off of our pip-line. What I'm saying is that next year we're all going to bust wide open that side of the market and we'll need competent and detail oriented yet retentive professionals (What superlatives eh?) that can fulfill these customer's needs on behalf of the "Plane ole' Cable Company". There are margins to be had you cable dawgs. Evolve and seize the opportunity!

Just my opinion, I could be wrong (Dennis Miller)

Zoots

> I just read some excerpts from the UBS Warburg Annual Media Week conference in which Charter Chief Executive Carl Vogel apparently said that capital expenditures for 2003 will be close to half of what they were/are in 2002.
>
> > I've been lurking once again and have a few comments on this subject. First, with the consolidation of AT&T/Comcast in full frontal assault clearly, there are going to be layoffs. There's a lot of duplication of accountabilities and the decisions are pretty smart. I had heard last evening that Kevin Casey is making a return to the Northeast (Boston) area to run the Comcast show. Hearsay has it that he wants to set aside the existing "Good ole' boy" policy of keeping friends employed in favor with retaining the right candidate for the right job attitude. I know Kevin and our paths have crossed over the last six years or so. He possess a large quantity of personnel integrity and credibility and I'm sure that he'll direct the ship in the most proficient manner on behalf of Comcast and their customers.
> >
> > I had read earlier this week that Maggie Bellville has taken over the EVP position at Charter. Unfortunately I also had read where the FBI is now probing into certain operational aspects of the St. Louis business. Meanwhile, three or four people up in Mass. and CT. either left voluntarily or were asked to leave some Charter locations. I am to understand that some or a lot of the Director level positions within Charter are being downgraded to Managers. They seem to be to top heavy and are re-engineering the organization. This of course is third party information and I may be inaccurate with these statements. Furthermore, I too understand that these rounds of layoffs are just the beginning.
> >
> > For all of you contract vendors who may stumble across this posting. Please rest assured that with these consolidation practices going on the rate schedules are being affected too which means more work for the same revenue. I know that everyone's been bitchen here but I know first hand that these MSO's have re-strategized their positions and relationships with labor vendors. Besides being certified up the yin/yang and insured up the wazoo too. They're (The MSO's)looking for demonstrated training facilities and leadership contributions as well as national agreements. All this for a company wide approval status...
> >
> > Just a few points to ponder.
> >
> > Zoots Alures
> >

INSTALLATION

CONSTRUCTION / TECH

OFFICE / OTHER

Re: Here's some more info to chew over