Wait till next year for consolidation: in the cable industry, the big fish are putting off their next big meals—meaning smaller deals are further away, too

Cable World, Nov 26, 2001 by Mavis Scanlon

TOP 25 MSOs

                               COMPANY
      COMPANY                  HEAD               HEADQUARTERS

 1.   AT&T                     PRESIDENT & CEO:   188 Inverness Dr.
      BROADBAND                William T.         W., Englewood,
      www.attbroadband.com     Schleyer           CO 80112

 2.   TIME WARNER              CHAIRMAN & CEO:    290 Harbor Dr.,
      CABLE                    Glenn A. Britt     Stamford, CT
      www.aoltimewarner.com                       06902

 3.   COMCAST CABLE            PRESIDENT:         1500 Market St.,
      COMMUNICATIONS           Stephen B.         Philadelphia, PA
      www.comcast.com          Burke              19102

 4.   CHARTER                  PRESIDENT & CEO:   12405 Powerscourt
      COMMUNICATIONS           Carl Vogel         Dr., St. Louis, MO
      www.chartercom.com                          63131

 5.   COX                      PRESIDENT & CEO:   1400 Lake Hearn
      COMMUNICATIONS           James O.           Dr. NE, Atlanta, GA
      www.cox.com              Robbins            30319

 6.   ADELPHIA                 CHAIRMAN,          One North Main St.,
      COMMUNICATIONS           PRESIDENT & CEO:   Coudersport, PA
      www.adelphia.com         John J. Rigas      16915

 7.   CABLEVISION              PRESIDENT & CEO:   1111 Stewart Ave.,
      SYSTEMS                  James L. Dolan     Bethpage, NY 11714
      www.cablevision.com

 8.   MEDIACOM                 CHAIRMAN & CEO:    100 Crystal Run Rd.,
      COMMUNICATIONS           Rocco              Middletown, NY
      www.mediacomcc.com       Commisso           10941

 9.   INSIGHT                  PRESIDENT & CEO:   810 Seventh Ave.,
      COMMUNICATIONS           Michael Willner    New York, NY 10019
      www.insight-com.com

10.   CABLE ONE                PRESIDENT & CEO:   1314 North Third St.,
      www.cableone.net         Thomas O.          Phoenix, AZ 85004
                               Might

11.   RCN CORP.                CHAIRMAN & CEO:    105 Carnegie Center,
      www.rcn.com              David McCourt      Princeton, NJ
                                                  08540

12.   CLASSIC                  PRESIDENT & COO:   515 Congress Ave.,
      COMMUNICATIONS           Dale R. Bennett    Ste. 2626, Austin,
      www.classic-cable.com                       TX 78701

13.   WIDEOPENWEST             PRESIDENT & CEO:   900 W. Castleton
      www.wideopenwest.com     Mark Haverkate     Rd., Castle Rock, CO
                                                  80104

14.   TELE-MEDIA               CHAIRMAN,          320 W. College Ave.,
      CORP.                    PRESIDENT & CEO:   Pleasant Gap, PA
      www.tele-media.com       Robert E. Tudek    16823

15.   ARMSTRONG                PRESIDENT:         One Armstrong Pl.,
      www.armstrongcable.com   Michael R.         Butler, PA 16001
                               Haislip

16.   MIDCONTINENT             CEO:               410 S. Phillips,
      COMMUNICATIONS           Mark Niblick       Sioux Falls, ID
      www.midcocomm.com                           57102

17.   SUSQUEHANNA              PRESIDENT & COO:   140 East Market St.,
      COMMUNICATIONS           James D.           York, PA 17401
      www.suscom.net           Munchel

18.   BLUE RIDGE               PRESIDENT:         613 Third St.,
      COMMUNICATIONS           Fred Reinhard      Palmerton, PA
      www.brctv.com                               18071

19.   MILLENNIUM               PRESIDENT & CEO:   120 S. Central Ave.,
      DIGITAL MEDIA            Kelvin R.          Suite 150, St. Louis,
      www.mdm.net              Westbrook          MO 63105

20.   BUCKEYE                  PRESIDENT & GM:    5566 Southwyck
      CABLESYSTEM              David G. Huey      Blvd., Toledo, OH
      www.cablesystem.com                         43614

21.   U.S. CABLE               PRESIDENT & CEO:   28 West Grand
      CORPORATION              James Pearson      Ave., Montvale, NJ
      www.uscablegroup.com                        07645

22.   SERVICE                  PRESIDENT & CEO:   2260 Avenue A,
      ELECTRIC                 John E. Walson     Bethlehem, PA
      CABLE TV                                    18017
      www.sectv.com

23.   GCI                      PRESIDENT & CEO:   2550 Denali St.
      www.gci.com              Ronald Duncan      Suite 1000,
                                                  Anchorage, AK
                                                  99503

24.   NORTHLAND                CEO:               1201 Third Ave.,
      COMMUNICATIONS           John S.            Suite 3600, Seattle,
      (no Web site)            Whetzell           WA 98101

25.   GALAXY                   CHAIRMAN & CEO:    1220 N. Main St.,
      CABLEVISION              Tommy L.           Sikeston, MO 63801
      www.galaxycable.com      Gleason Jr.

                                        SUBSCRIBERS

      COMPANY                  BASIC       DIGITAL    HIGH-SPEED

 1.   AT&T                     13.8 M      3.17M      1.4M
      BROADBAND
      www.attbroadband.com

 2.   TIME WARNER              12.7M       2.9M       1.7M
      CABLE
      www.aoltimewarner.com

 3.   COMCAST CABLE            8.4M        2.1M       792,700
      COMMUNICATIONS
      www.comcast.com

 4.   CHARTER                  7M          1.95M      507,700
      COMMUNICATIONS
      www.chartercom.com

 5.   COX                      6.2M        1.23M      780,000
      COMMUNICATIONS
      www.cox.com

 6.   ADELPHIA                 5.7M        1.68M      315,100
      COMMUNICATIONS
      www.adelphia.com

 7.   CABLEVISION              2.9M        n/a        423,100
      SYSTEMS
      www.cablevision.com

 8.   MEDIACOM                 1.6M        298,000    95,000
      COMMUNICATIONS
      www.mediacomcc.com

 9.   INSIGHT                  1.3M        229,600    84,900
      COMMUNICATIONS
      www.insight-com.com

10.   CABLE ONE                754,871     179,435    23,082
      www.cableone.net

11.   RCN CORP.                VIDEO       n/a        DATA
      www.rcn.com              CONNEC-                CONNEC-
                               TIONS *:               TIONS *:
                               471,567                104,359

12.   CLASSIC                  352,600     41,899 *   1,166 *
      COMMUNICATIONS
      www.classic-cable.com

13.   WIDEOPENWEST             310,000 *   n/a        0
      www.wideopenwest.com

14.   TELE-MEDIA               253,639     9,643      921
      CORP.
      www.tele-media.com

15.   ARMSTRONG                204,603     13,534     23,298
      www.armstrongcable.com

16.   MIDCONTINENT             201,796     17,883     18,950
      COMMUNICATIONS
      www.midcocomm.com

17.   SUSQUEHANNA              195,363     28,225     13,580
      COMMUNICATIONS
      www.suscom.net

18.   BLUE RIDGE               177,266     5,000      8,600
      COMMUNICATIONS
      www.brctv.com

19.   MILLENNIUM               161,672     21,288     13,384
      DIGITAL MEDIA
      www.mdm.net

20.   BUCKEYE                  159,969     3,786      13,388
      CABLESYSTEM
      www.cablesystem.com

21.   U.S. CABLE               152,802     9,014      428
      CORPORATION
      www.uscablegroup.com

22.   SERVICE                  125,000     2,500      3,000
      ELECTRIC
      CABLE TV
      www.sectv.com

23.   GCI                      122,758     21,250     21,500
      www.gci.com

24.   NORTHLAND                121,601     n/a        n/a
      COMMUNICATIONS
      (no Web site)

25.   GALAXY                   119,000     4,500      1,800
      CABLEVISION
      www.galaxycable.com

                               SUBSCRIBERS

                                              HOMES
      COMPANY                  TELEPHONY      PASSED

 1.   AT&T                     924,000        24.6M
      BROADBAND
      www.attbroadband.com

 2.   TIME WARNER              0              21.3M
      CABLE
      www.aoltimewarner.com

 3.   COMCAST CABLE            40,000         13.9M
      COMMUNICATIONS
      www.comcast.com

 4.   CHARTER                  0              11.5M
      COMMUNICATIONS
      www.chartercom.com

 5.   COX                      399,000        9.9M
      COMMUNICATIONS
      www.cox.com

 6.   ADELPHIA                 250,000 *      9.3M
      COMMUNICATIONS
      www.adelphia.com

 7.   CABLEVISION              12,900         4.3M
      SYSTEMS
      www.cablevision.com

 8.   MEDIACOM                 0              2.6M
      COMMUNICATIONS
      www.mediacomcc.com

 9.   INSIGHT                  3,500          2.2M
      COMMUNICATIONS
      www.insight-com.com

10.   CABLE ONE                0              1.2M
      www.cableone.net

11.   RCN CORP.                VOICE          1.7M
      www.rcn.com              CONNEC-
                               TIONS *:
                               204,038

12.   CLASSIC                  0              727,362 *
      COMMUNICATIONS
      www.classic-cable.com

13.   WIDEOPENWEST             0              1M *
      www.wideopenwest.com

14.   TELE-MEDIA               0              353,148
      CORP.
      www.tele-media.com

15.   ARMSTRONG                0              277,931
      www.armstrongcable.com

16.   MIDCONTINENT             0              370,000
      COMMUNICATIONS
      www.midcocomm.com

17.   SUSQUEHANNA              0              265,291
      COMMUNICATIONS
      www.suscom.net

18.   BLUE RIDGE               0              n/a
      COMMUNICATIONS
      www.brctv.com

19.   MILLENNIUM               0              313,791
      DIGITAL MEDIA
      www.mdm.net

20.   BUCKEYE                  0              272,198
      CABLESYSTEM
      www.cablesystem.com

21.   U.S. CABLE               0              282,771
      CORPORATION
      www.uscablegroup.com

22.   SERVICE                  0              215,560
      ELECTRIC
      CABLE TV
      www.sectv.com

23.   GCI                      73,000         181,044
      www.gci.com              access lines

24.   NORTHLAND                n/a            n/a
      COMMUNICATIONS
      (no Web site)

25.   GALAXY                   0              237,000
      CABLEVISION
      www.galaxycable.com

      COMPANY                  REMARKS

 1.   AT&T                     October's executive shuffle replaced
      BROADBAND                former CEO Dan Somers with Schleyer.
      www.attbroadband.com     AT&T says it will decide its broadband
                               unit's fate by the end of this year.
                               Launched targeted marketing campaign to
                               increase cable modem and video
                               subscribers.

 2.   TIME WARNER              Britt replaced Joe Collins as chairman
      CABLE                    and CEO in August. Launched EarthLink
      www.aoltimewarner.com    and AOL Broadband. Expanding SVOD trial
                               in South Carolina division. More
                               multiple ISP launches; VOD launches in
                               12 new markets in 2002. Conducting IP
                               telephony trial.

 3.   COMCAST CABLE            Expanded VOD rollouts with Concurrent
      COMMUNICATIONS           and SeaChange; expects 2M VOD-ready
      www.comcast.com          homes by year-end. Launched IP
                               telephony trial and supported VOD test.
                               Launched HDTV services for ABC, NBC,
                               CBS, HBO and Showtime.

 4.   CHARTER                  Carl Vogel replaced Jerald Kent as CEO
      COMMUNICATIONS           in September. VOD now launched in ten
      www.chartercom.com       markets. Expects to end the year with
                               about 2.15M digital cable subs.
                               Deploying Microsoft TV to 1M customers
                               over next seven years.

 5.   COX                      Launched ISP trials with AOL and
      COMMUNICATIONS           EarthLink. Settled retransmission
      www.cox.com              dispute with Allbritton Communications
                               in Virginia. Expects to exceed previous
                               guidance by adding more than 1.1M
                               revenue-generating units by year-end.

 6.   ADELPHIA                 Announced spin-off of its telecom
      COMMUNICATIONS           subsidiary, Adelphia Business Services.
      www.adelphia.com         Launched VOD/SVOD in Cleveland.
                               Additional VOD deployments in Ohio,
                               Pennsylvania and New York.

                               * Adelphia offers residential long
                               distance only.

 7.   CABLEVISION              Launched iO Interactive Digital
      SYSTEMS                  service, which includes VOD and e-mail.
      www.cablevision.com      Plans IP telephony launch in 2002.

 8.   MEDIACOM                 Doubled in size earlier this year by
      COMMUNICATIONS           acquiring systems from AT&T Broadband.
      www.mediacomcc.com       Partnered with Concurrent to deploy VOD
                               and ITV. Launching VOD in additional
                               markets in the first quarter.

 9.   INSIGHT                  Launched an interactive shopping
      COMMUNICATIONS           application in Lexington, Kentucky.
      www.insight-com.com      Plans to continue VOD launches in 2002.

10.   CABLE ONE                Continuing digital and cable modem
      www.cableone.net         rollouts. Offering one-year free
                               digital cable service.

11.   RCN CORP.                Completed substantial portion of system
      www.rcn.com              upgrades in Pennsylvania. Bought back
                               debt. Deploying digital cable in
                               selected markets.

                               * RCN measures connections rather than
                               individual subscribers.

12.   CLASSIC                  Raised $13.7M in asset sales. Filed for
      COMMUNICATIONS           bankruptcy protection.
      www.classic-cable.com
                               * As of June 30, 2001.

13.   WIDEOPENWEST             Completed all 114 franchise transfers
      www.wideopenwest.com     for its pending acquisition of
                               Ameritech New Media's Americast cable
                               systems in Chicago, Cleveland, Columbus
                               and Detroit, which will add more than
                               300,000 cable subscribers. Testing VoIP
                               telephony.

                               * Figures pending closure of Americast
                               deal.

14.   TELE-MEDIA               Many upgrades and rebuilds in progress.
      CORP.                    More high-speed-data and digital
      www.tele-media.com       rollouts in 2002.

15.   ARMSTRONG                Deployed RiverDelta Network's Broadband
      www.armstrongcable.com   Services Router 1000 for tiered voice
                               and data services throughout its
                               systems in Pennsylvania, Ohio, West
                               Virginia and Maryland. Planning to
                               expand telephony launch.

16.   MIDCONTINENT             Niblick replaced president and COO Joe
      COMMUNICATIONS           Floyd in July. Struck five-year deal to
      www.midcocomm.com        show University of North Dakota sports
                               events on its cable systems.

17.   SUSQUEHANNA              Launched Commerce.TV for interactive TV
      COMMUNICATIONS           and shopping. Launching digital gaming
      www.suscom.net           service.

18.   BLUE RIDGE               Partnered with Concurrent to launch VOD
      COMMUNICATIONS           in Pennsylvania. Launched Commerce.TV
      www.brctv.com            for interactive TV and shopping.

19.   MILLENNIUM               Launched digital. Partnered with
      DIGITAL MEDIA            Aerocast in streaming media trials.
      www.mdm.net

20.   BUCKEYE                  Digital launched in Toledo with 240
      CABLESYSTEM              channels. System is being rebuilt to
      www.cablesystem.com      870 mHZ.

21.   U.S. CABLE               Continuing system upgrades into 2002.
      CORPORATION
      www.uscablegroup.com

22.   SERVICE                  Introduced electronic bill payment on
      ELECTRIC                 company website. Expanding rollout of
      CABLE TV                 bundled digital packages with
      www.sectv.com            high-speed, telephony and digital
                               video--including to all homes passed in
                               Lehigh Valley, Pennsylvania--by
                               year-end 2002.

23.   GCI                      Closed acquisition of Rogers American
      www.gci.com              Cablesystems. Digital rollouts
                               continue. Offering local telephony in
                               Juneau. Expanding cable modem service
                               to 12 additional service areas by
                               year-end 2002.

24.   NORTHLAND                Sold a 450-subscriber system in South
      COMMUNICATIONS           Carolina and acquired a 3,000-subscriber
      (no Web site)            system in North Carolina. Closing a
                               $19.7 million deal to sell about 5%
                               of its subscriber base to an
                               unaffiliated third party. Selling
                               systems totalling 6,500 subscribers in
                               Seattle to AT&T.

25.   GALAXY                   Filed for bankruptcy protection in
      CABLEVISION              September. Reached arrangement with
      www.galaxycable.com      bondholder Romulus Holdings to swap
                               equity for debt.

Based on the Top 25 MSO list compiled by Kagan World Media from basic
subscriber counts as of June 30, 2001. Numbers and rankings were
updated where possible with information from third-quarter earnings
reports and data provided by the companies.