Company Ticker 9/12 1-Week YTD  
      Close % Chg %Chg
BROADCASTERS/DBS/MMDS          
BRITISH SKY: BSY 32.44 2.40% (30.2%)  
DIRECTV: DTV 27.59 3.80% 19.30%  
DISNEY: DIS 33.28 6.10% 3.10%  
ECHOSTAR: DISH 28.12 1.30% (17.2%)  
GE: GE 26.77 (4%) (21.1%)  
HEARST-ARGYLE: HTV 20.84 1.90% (4.2%)  
ION MEDIA: ION 1.44   11.60%  
NEWS CORP: NWS 14.41 4.70% (31.3%)  
           
MSOS          
CABLEVISION: CVC 29.69 (2.8%) 21.20%  
CHARTER: CHTR 1.02 (1.9%) (12.8%)  
COMCAST: CMCSA 21.71 5.30% 20.20%  
COMCAST SPCL: CMCSK 21.53 5.10% 20.20%  
GCI: GNCMA 10.25 (2.2%) 17.10%  
KNOLOGY: KNOL 9.36 (4.4%) (26.8%)  
LIBERTY CAPITAL: LCAPA 15.27 (2.4%) (34.5%)  
LIBERTY ENT: LMDIA 27.20 2.10% 12.50%  
LIBERTY GLOBAL: LBTYA 32.21 (4.3%) (17.8%)  
LIBERTY INTERACTIVE: LINTA 13.84 1.00% (27.5%)  
MEDIACOM: MCCC 7.78 4.40% 69.50%  
SHAW COMM: SJR 22.40 4.20% (0.3%)  
TIME WARNER CABLE: TWC 27.36 1.40% (0.9%)  
VIRGIN MEDIA: VMED 11.05 (3.4%) (31.9%)  
WASH POST: WPO 609.18 5.20% (20.9%)  
           
PROGRAMMING          
CBS: CBS 16.85 1.80% (33.4%)  
CROWN: CRWN 4.53 (2.8%) (30.3%)  
DISCOVERY: DISCA 19.44 (0.4%) (22.7%)  
EW SCRIPPS: SSP 7.23 5.00% (93.1%)  
GRUPO TELEVISA: TV 22.95 0.80% (0.4%)  
HSN: HSNI 14.57 (3.1%) (2.1%)  
LIBERTY: L 41.84 (1.1%) (16.9%)  
LODGENET: LNET 3.44 (16.5%) (80.3%)  
NEW FRONTIER: NOOF 3.88 1.00% (15.3%)  
OUTDOOR: OUTD 8.03 4.70% 16.40%  
PLAYBOY: PLA 3.97 (1.7%) (56.5%)  
RHI: RHIE 12.33 (12.8%) (2.4%)  
SCRIPPS INTERACTIVE: SNI 40.84 1.50% 0.50%  
TIME WARNER: TWX 14.57 (4.5%) (9.9%)  
VALUEVISION: VVTV 2.37 (4%) (62.3%)  
VIACOM: VIA 27.16 (3.9%) (38.2%)  
WWE: WWE 15.32 (4.6%) 16.80%  
           
TECHNOLOGY          
3COM: COMS 2.01 (5.6%) (55.5%)  
ADC: ADCT 10.25 0.70% (34%)  
ADDVANTAGE: AEY 3.10 (0.6%) (49.8%)  
ALCATEL LUCENT: ALU 5.13 (4.6%) (29.9%)  
AMDOCS: DOX 27.96 (4.6%) (18.9%)  
AMPHENOL: APH 45.21 1.60% (2.2%)  
APPLE: AAPL 148.94 (7%) (24.8%)  
ARRIS GROUP: ARRS 9.50 7.00% (4.8%)  
AVID TECH: AVID 25.31 9.90% (10.7%)  
BIGBAND: BBND 4.05 27.40% (21.2%)  
BLNDER TONGUE: BDR 1.39 11.20% (16.3%)  
BROADCOM: BRCM 22.15 (0.8%) (15.3%)  
C-COR: CCBL 11.00      
CISCO: CSCO 23.46 5.40% (13.3%)  
COMMSCOPE: CTV 42.46 (3.8%) (13.7%)  
CONCURRENT: CCUR 6.82 (1.4%) (18.1%)  
CONVERGYS: CVG 16.40 2.10% (0.4%)  
CSG SYSTEMS: CSGS 18.31 (0.8%) 24.40%  
ECHOSTAR HOLDING: SATS 28.58 (8.5%) (13.1%)  
GOOGLE: GOOG 437.66 (1.5%) (36.7%)  
HARMONIC: HLIT 8.84 10.10% (15.6%)  
JDSU: JDSU 9.42 (1.7%) (28.9%)  
LEVEL 3: LVLT 3.44 7.20% 13.20%  
MICROSOFT: MSFT 27.62 7.70% (20.9%)  
MOTOROLA: MOT 8.10 (10.6%) (47%)  
NDS: NNDS 59.90 (1.2%) 1.10%  
NORTEL: NT 5.45 (5.2%) (63.9%)  
OPENTV: OPTV 1.50 (6.3%) 13.60%  
PHILIPS: PHG 30.49 (3%) (21.5%)  
RENTRAK: RENT 14.41 (0.9%) (0.3%)  
SEACHANGE: SEAC 8.06 2.70% 11.50%  
SONY: SNE 34.85 (3.4%) (35.8%)  
SPRINT NEXTEL: S 7.19 (10%) (45.2%)  
THOMAS & BETTS: TNB 43.91 3.00% (10.5%)  
TIVO: TIVO 7.70 (1.9%) (7.7%)  
TOLLGRADE: TLGD 5.74 (15.2%) (28.4%)  
UNIVERSAL ELEC: UEIC 25.83 0.80% (22.8%)  
VONAGE: VG 1.25 (1.6%) (45.7%)  
WEBB SYS: WEBB 0.04 (33.3%)    
WORLDGATE: WGAT 0.30      
YAHOO: YHOO 19.08 5.50% (18%)  
           
TELCOS          
AT&T: T 31.57 0.20% (15.4%)  
QWEST: Q 3.77 (0.8%) (39.4%)  
VERIZON: VZ 34.51 1.30% (12.7%)  
           
MARKET INDICES          
DOW: INDU 11421.99 1.80% (13.9%)  
NASDAQ: COMPX 2261.27 0.20% (14.7%)  
           
           
           
           
           
1. BIGBAND:     4.05 27.40%  
2. BLNDER TONGUE:     1.39 11.20%  
3. HARMONIC:     8.84 10.10%  
4. AVID TECH:     25.31 9.90%  
5. MICROSOFT:     27.62 7.70%  
           
           
           
1. WEBB SYS:     0.04 (33.3%)  
2. LODGENET:     3.44 (16.5%)  
3. TOLLGRADE:     5.74 (15.2%)  
4. RHI:     12.33 (12.8%)  
5. MOTOROLA:     8.10 (10.6%)  
           

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Estimate

Commentary by Steve Effros The term estimate is defined in the dictionary as a “rough approximation,” or “to judge tentatively.” In other words, a guess. It boggles my mind that because Netflix

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