797

Short Ratio =

Upgraded by Bear Stearns from Peer Perform to Outperform

strong history

Metro access =$

Can you say, Metro Ethernet services? Time Warner earlier this year was nominated by our big-brained brethren over at Heavy Reading as a finalist for a Market Leadership award. This says something about why we like where the company is headed: Ethernet services are one of the fastest growing segment of the telecom industry.

This is one of the things that makes Time Warner Telecom one of the most interesting players in the metro market, which in fact could be the most coveted telecom market at the moment.

The company has also started to grow at a decent rate. For the quarter ending September 30, 2006, the company reported that total revenue grew 10 percent year over year and 3 percent sequentially. Cash flow is growing.

That’s all nice, but the real reason we think Time Warner’s going to do well is that metro access assets are in high demand, and the company will quite possibly be purchased at a higher price in 2007.

Fiber company doing very well

Telecomm services are hot for 2007

no where to go