Telecommunications Expenditures by Cable MSOs Supporting the “Holy Grail” “In order to provide the “Holy Grail” of voice, high-speed data, and content, cable multiple systems operators (MSOs) will become increasingly reliant on wholesale partners that can ensure that the MSOs beat their telephone service provider competitors to the punch.” Program Leader, Wholesale Services Frost & Sullivan

Race continues to the “Holy Grail” of converged services IP Transit—Still the Most Necessary Service –Supports cable modem growth –Will be necessary to support IP voice growth Voice—becoming a more important offering for wholesalers –Approximately 2.1 million subs today –Expect migrations to IP over cable modem later this year Cable companies: facing many similar challenges to telco counterparts –High debt loads –Difficulties in offering a competitive bundle to subscribers –M&A Uncertainty Industry Trends

Frost & Sullivan provides: Expected voice and data expenditure from Drivers, restraints, challenges, and strategic recommendations In-depth profiles of the “Big Seven” cable MSOs Additional insight into “Overbuilders” market Update on expected cable telephony rollouts Key Features

Extensive coverage of U.S. market Voice and data expenditures through 2008 for cable MSO market Cross-market leverage with data from consumer, wireless, and OSS markets Integration into numerous subscriptions, including upcoming wholesale, broadband, and telecommunications vertical market subs What We Offer

Carriers Understand the addressable market for cable voice and data expenditures Cable MSOs Strategies that enable their burgeoning telecommunications operations Understand why voice may not be the panacea that it is cracked up to be Equipment Vendors Understand the strategic initiatives by which cable providers are attacking the voice markets OSS Vendors/Systems Integrators Understand the major shift that cable providers are making with regards to billing and what issues they must solve in order to help cable vendors achieve their goals of an integrated solution, leading to greater revenues Investment Community Understand which providers are making the greatest headway with regards to growing their revenue base through telecommunications services Understand the necessities of the cable industry to offer the “Holy Grail” Understand the expectations for voice telecommunications rollouts and a company that could be a key investment opportunity Who Will Benefit?

MSOs Adelphia Armstrong Group of Companies AT&T Broadband Buckeye Cable Systems CableOne Cablevision Charter Communications Classic Communications Comcast Cox Communications Galaxy Telecom General Communications Insight Communications MediaCom. Midcontinent Media Millenium Digital Media Northland Communications Pencor Services RCN Service Electric Susquehanna Cable Tele-Media Time Warner U.S. Cable Corp. WideOpenWest Service Providers AT&T Broadwing Level (3) MCI Sprint Touch America Williams Communications Key Market Participants

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