Bundled services are central to Cox's competitive strategy. Even without the price incentive, the concept of bundled services seems to be catching on. Bundled services also help reduce customer churn. Still, the picture isn't all golden. Cox management is being particularly cautious about tooting its own horn.
Analysts are more sanguine.
True, the stock might see a slight drop for the first and second quarters if digital-cable numbers don't meet expectations. But the first quarter is traditionally slow in the cable business because, after the Christmas spending blowout, consumers are usually less keen to purchase new subscription services. With cable companies poised to be the first to deliver and cash in on bundled services, there's room for a lot more growth over the next 24 months to 36 months. As the economy falters, a solid stock like Cox's may be just what investors have in mind. Bid on or offer business services Web design, logo design, computer consulting, and more.