
catalyst to generate shareholder value from the company's assets, though the potential addition of a number of Adelphia's ADELQ cable subscribers could be a step in the right direction. We would purchase the shares at a moderate discount to our fair value
relative to his estimates of private market value. The fund was stung by holdings in companies such as Adelphia Communications ADELQ in 2002 and its penurious nature, even compared to other mid-value funds, has held it back in 2003. These recent showings
Third-quarter sales rose 7% from the year-ago period, driven mainly by the acquisition of cable systems from Adelphia ADELQ and Comcast CMCSA. While sales declined at the AOL unit, operating income actually jumped 38% from a year ago. In the quarter
already had indicated its plans to bring its cable unit public after it completes the acquisition of a number of Adelphia's ADELQ assets, but not with the intent to sell its entire interest. Its cable operations accounted for roughly 20% of its 2004 sales
Time Warner TWX announced Thursday that it and Comcast CMCSA plan to acquire Adelphia Communications' ADELQ cable assets. We are not changing our fair value estimate for Time Warner at this time. We believe the addition of cable subscribers
Comcast CMCSA and Time Warner TWX announced Thursday that they have reached a definitive agreement to acquire Adelphia's ADELQ roughly 5 million cable customers. The two cable giants also plan to swap some existing customers. We think this transaction
News reports indicate that Cablevision CVC has made a $16.5 billion cash bid for Adelphia ADELQ , the country's fifth-largest cable company. The move puts the company in competition with Time Warner TWX and Comcast CMCSA
this list of great focused managers.) Occasionally Weitz's cheapness will lead him into a mess like Adelphia Communications ADELQ , but the record shows those are few and far between. (By the way, Barron's ran an interesting interview with Weitz last
stock to greater heights, but it doesn't change our view. Past major customers like Charter CHTR, Cox COX, and Adelphia ADELQ have nearly disappeared from Scientific's radar. Though Scientific will probably be able to ride the popularity of the Explorer
this list of great focused managers.) Occasionally Weitz's cheapness will lead him into a mess like Adelphia Communications ADELQ , but the record shows those are few and far between. (By the way, Barron's ran an interesting interview with Weitz last