Analyst Seeks Clues Beyond the Numbers


With cable operators' fourth-quarter financial reports set to roll in over the next few weeks, Goldman Sachs & Co. analyst Richard Greenfield offered some advice on what investors should look for behind the numbers. For Comcast Corp., Greenfield recommends watching for an early status report on integration issues concerning the AT&T Broadband merger. Regarding Cox Communications Inc., he suggests that investors watch for signs that basic subscriber growth is improving. From Cablevision Systems Corp., he'd like more information on the MSO's direct-broadcast satellite plans. And from troubled Charter Communications Inc., Greenfield expects a progress report from its new management team on progress toward stemming basic customer losses.