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1999 Consumer Electronics Show READ ALL ABOUT IT! PAGE 1 Wall Street High on CE’s Investment Prospects The rapidly changing world of video, voice, and data communications brings many new investment opportunities, financial analysts told a full audience yesterday at a panel called “Trends to Watch: Financial Forecasts for the New Millennium.” Many satellite TV and cable stocks, as well as Internet stocks, are attractive buys as new services become available that will bring those companies mainstream consumer attention, they noted. One rule of thumb from KPMG analyst Steven Owen: “Bet on bandwidth.” Since people are constantly looking for more and faster services, “companies providing bandwidth solutions should be rewarded,” he argued. Companies building cable boxes and supplying parts are also good bets, according to Digital Technology Consulting analyst Myra Moore. As cable set-top boxes move closer to retail availability--expected within the next 18 months--they will bring “an opportunity for the [consumer electronics] industry to participate in something the cable industry is doing,” she noted. Goldman Sachs analyst Lou Kerner, who covers cable and satellite stocks, argued investors must drop the mentality that the video delivery business is an “either-or” proposition. No longer are the cable and satellite industries viewed on Wall Street as mutually exclusive, where if cable does well in the market satellite will not, he said. “Both cable and satellite can co-exist, and in fact both of them can thrive,” Kerner said. “Satellite companies have an advantage in their ability to embrace new technologies quickly, and cable can’t do that,” he said. But the cable modems and digital set-tops being deployed will close satellite’s best window of opportunity in a couple of years, he warned. Kerner predicted 1.5 million cable modems will be in service by the end of this year, and they will achieve 20 percent penetration in five years. He and Moore also said they view time-shifting video storage devices such as TiVo and Replay as long-term good investment bets. They are “simpler than using a VCR, and they have some unique features that make them attractive,” Moore said. Added Kerner: “People don’t want to be broadcast to. They want to watch what they want, when they want to watch it.” TURN THE PAGE OTHER ISSUES: Thursday, Jan. 7, 1999 Friday, Jan. 8, 1999 Saturday, Jan. 9, 1999   Please direct questions about this site to general.mail@satbiznews.com q 2000 Satellite Business News Inc. All rights reserved.