0000930661-01-502079.txt : 20011029
0000930661-01-502079.hdr.sgml : 20011029
ACCESSION NUMBER: 0000930661-01-502079
CONFORMED SUBMISSION TYPE: 424B3
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20011024
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ADELPHIA COMMUNICATIONS CORP
CENTRAL INDEX KEY: 0000796486
STANDARD INDUSTRIAL CLASSIFICATION: CABLE & OTHER PAY TELEVISION SERVICES [4841]
IRS NUMBER: 232417713
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 424B3
SEC ACT: 1933 Act
SEC FILE NUMBER: 333-64224
FILM NUMBER: 1764670
BUSINESS ADDRESS:
STREET 1: 1 NORTH MAIN STREET
CITY: COUDERSPORT
STATE: PA
ZIP: 16915
BUSINESS PHONE: 8142749830
MAIL ADDRESS:
STREET 1: ONE NORTH MAIN STREET
CITY: COUDERSPORT
STATE: PA
ZIP: 16915
424B3
1
d424b3.txt
PROSPECTUS SUPPLEMENT
File Pursuant to Rule 424b(3)
Registration No. 333-64224
PROSPECTUS SUPPLEMENT TO PROSPECTUS DATED JULY 20, 2001
$500,000,000
[LOGO OF ADELPHIA]
Adelphia Communications Corporation
10 1/4% Senior Notes Due November 1, 2006
------------
We will pay interest on the notes each May 1 and November 1. The first
interest payment will be made on May 1, 2002. We may not redeem the notes prior
to their maturity on November 1, 2006. The notes will be unsecured and will
rank senior to our subordinated indebtedness and equally with our other senior
indebtedness.
Investing in the notes involves risks. See "Risk Factors" on page S-8 and
page 3.
The total public offering price and gross proceeds to Adelphia are
$485,805,000 or 97.161% per note plus accrued interest, if any from October 25,
2001.
Delivery of the notes in book-entry form only, will be made on or about
October 25, 2001.
Neither the Securities and Exchange Commission nor any state securities
commission has approved or disapproved of these securities or determined if
this prospectus is truthful or complete. Any representation to the contrary is
a criminal offense.
Credit Suisse First Boston
BMO Nesbitt Burns Corp.
BNY Capital Markets, Inc.
CIBC World Markets
Credit Lyonnais Securities
Fleet Securities, Inc.
Mizuho International plc
Scotia Capital
SG Cowen
TD Securities The Royal Bank of Scotland
The date of this prospectus supplement is October 19, 2001.
You should rely only on the information contained in this document or to
which we have referred you. We have not authorized anyone to provide you with
information that is different. This document may only be used where it is legal
to sell these securities. The information in this document may only be accurate
on the date of this document.
TABLE OF CONTENTS
Prospectus Supplement
Page
----
Prospectus Supplement Summary.............................................. S-2
Risk Factors............................................................... S-8
Use of Proceeds............................................................ S-21
Capitalization............................................................. S-22
Description of the Notes................................................... S-23
Certain United States Federal Income Tax Considerations ................... S-42
Underwriting............................................................... S-47
Notice to Canadian Residents............................................... S-48
Where You Can Find More Information........................................ S-49
Legal Matters.............................................................. S-51
Experts.................................................................... S-51
Prospectus
Page
----
Adelphia................................................................. 2
Risk Factors............................................................. 3
Ratio of Earnings to Combined Fixed Charges and Preferred Stock
Dividends............................................................... 18
Dilution................................................................. 19
Use of Proceeds.......................................................... 19
Description of Debt Securities........................................... 20
Description of Capital Stock............................................. 33
Description of Warrants.................................................. 38
Description of Depositary Shares......................................... 44
Description of Guarantees................................................ 47
Plan of Distribution..................................................... 49
Where You Can Find More Information...................................... 52
Legal Matters............................................................ 53
Experts.................................................................. 53
PROSPECTUS SUPPLEMENT SUMMARY
This summary may not contain all the information that may be important to
you. You should read this entire prospectus supplement and the entire attached
prospectus and those documents incorporated by reference into this document,
including the risk factors, financial data and related notes, before making an
investment decision. When we use the term Adelphia Parent Company in this
prospectus supplement, we are referring only to the parent holding company
entity, Adelphia Communications Corporation, and not to its subsidiaries.
Adelphia
Adelphia is a leader in the telecommunications industry with cable
television and local telephone operations. We are the sixth largest cable
television operator in the United States. Primarily through our subsidiary
Adelphia Business Solutions, Inc., we are a provider of facilities-based
integrated communications services. John J. Rigas, the Chairman, President,
Chief Executive Officer and founder of Adelphia, has owned and operated cable
television systems since 1952.
Our operations consist of providing telecommunications services primarily
over our networks, which are commonly referred to as broadband networks because
they can transmit large quantities of video, data and voice by way of digital
or analog signals. We owned cable television systems with broadband networks
that passed in front of approximately 9.5 million homes and served
approximately 5.8 million basic subscribers as of June 30, 2001, after giving
effect to pending cable system acquisitions. Our core cable systems are
organized into six clusters: Los Angeles, PONY (Western Pennsylvania, Ohio and
New York), New England, Florida, Virginia and Colorado Springs. Approximately
44% of our basic subscribers are located in our Los Angeles and PONY clusters
and approximately 86% of our basic subscribers are located in our six core
clusters.
Recent Developments
September 2001 Credit Facility
On September 28, 2001, our subsidiaries and affiliates closed on a new $2.03
billion secured revolving term credit facility. We used proceeds from the new
long-term facility of approximately $1.5 billion to repay four credit
agreements of our subsidiaries and affiliates, including the January 2001
credit facility which was scheduled to mature in November 2001. The balance of
the facility is available for general corporate purposes. The facility also
provides for additional borrowing facilities of up to $750.0 million, all of
which would be discretionary with the lenders if requested by the borrowers.
April 2001 Rigas Notes Direct Placement
On April 19, 2001, we entered into a note purchase agreement with Highland
2000, L.P., an entity controlled by members of the family of John J. Rigas
under which Highland 2000 agreed to purchase $400.0 million aggregate principal
amount of 3.25% convertible subordinated notes due 2021. In this prospectus
supplement we will refer to this note purchase as the April 2001 Rigas Notes
Direct Placement. The April 2001 Rigas Notes Direct Placement is to be at a
price per note equal to the public offering price less the underwriting
discount in the April 2001 Convertible Subordinated
S-2
Notes Offering, plus an interest factor. The economic terms of those notes will
be substantially similar to the terms of the notes sold in the April 2001
Convertible Subordinated Notes Offering, except that those convertible
subordinated notes are convertible into shares of Adelphia Class B common
stock. Closing on the April 2001 Rigas Notes Direct Placement is to occur
within 270 days from April 25, 2001, and is subject to customary closing
conditions. These conditions include a typical "force majeure" clause
permitting Highland 2000 to terminate the note purchase agreement if specified
events occurred prior to closing. Among the specified events are the suspension
of trading in securities generally on the New York Stock Exchange or the Nasdaq
National Market and the outbreak or escalation of hostilities, declaration by
the United States of a national emergency or war or other calamity or crisis
the effect of which on financial markets is such as to make it, in the
reasonable judgment of Highland 2000, materially impracticable to proceed with
the purchase. Highland 2000 has not waived any right that it may have to
terminate this note purchase agreement due to the events of September 11, 2001
and their aftermath. However, Highland 2000 has informed Adelphia that Highland
2000 anticipates proceeding with the purchase by the scheduled closing date.
PONY Cluster Acquisition
During April 2001 we executed an agreement regarding our acquisition of
cable television systems from AT&T Corp. which we expect to add approximately
115,000 basic subscribers to our PONY cluster for an estimated purchase price,
after closing adjustments, of approximately $300.0 million consisting of
approximately $73.0 million in shares of Adelphia Class A common stock and the
remainder in cash. This transaction is subject to customary closing conditions,
including the receipt of necessary governmental approvals and other consents,
and is expected to close in the fourth quarter of 2001.
January 2001 Rigas Common Stock Direct Placement
On January 17, 2001, we entered into a stock purchase agreement with
Highland 2000, L.P., an entity controlled by members of the family of John J.
Rigas, under which Highland 2000 agreed to purchase 5,819,367 shares of
Adelphia Class B common stock. In this prospectus supplement we will refer to
this stock purchase as the January 2001 Rigas Common Stock Direct Placement.
The January 2001 Rigas Common Stock Direct Placement provides for a per share
price equal to the public offering price less the underwriting discount in our
common stock offering which closed on January 23, 2001, plus an interest
factor. In this prospectus supplement we will refer to this common stock
offering as the January 2001 Common Stock Offering. Closing on the January 2001
Rigas Common Stock Direct Placement is to occur no later than October 22, 2001,
subject to customary closing conditions. Adelphia and Highland 2000 expect to
close the transaction on October 22, 2001.
January 2001 Rigas Notes Direct Placement
On January 17, 2001, we entered into a note purchase agreement with Highland
2000, L.P., an entity controlled by members of the family of John J. Rigas
under which Highland 2000 agreed to purchase $167.4 million aggregate principal
amount of 6% convertible subordinated notes due 2006. In this prospectus
supplement we will refer to this note purchase as the January 2001 Rigas Notes
Direct Placement. The January 2001 Rigas Notes Direct Placement provides for a
per note price equal to the public offering price less the underwriting
discount in the convertible subordinated notes offering which closed on January
23, 2001, plus an interest factor. In this prospectus supplement we
S-3
will refer to that transaction as the January 2001 Convertible Subordinated
Notes Offering. The economic terms of those notes are to be substantially
similar to the terms of the notes sold in the January 2001 Convertible
Subordinated Notes Offering, except that those convertible subordinated notes
are convertible into shares of Adelphia Class B common stock. Closing on the
January 2001 Rigas Notes Direct Placement is to occur no later than October 22,
2001, subject to customary closing conditions. Adelphia and Highland 2000
expect to close the transaction on October 22, 2001.
------------
For other recent developments regarding Adelphia, we refer you to our most
recent and future filings under the Exchange Act.
------------
Our executive offices are located at One North Main Street, Coudersport,
Pennsylvania 16915, and our telephone number is (814) 274-9830.
S-4
The Offering
Issuer................................ Adelphia Communications Corporation
Securities Offered.................... $500.0 million in aggregate
principal amount of 10 1/4% Senior
Notes due 2006. For ease of
reference, we will refer to the 10
1/4% Senior Notes due 2006 as the
Notes.
Maturity Date......................... The Notes will mature on November
1, 2006.
Interest Payment Dates................ May 1 and November 1 each year
commencing on May 1, 2002.
Interest.............................. Interest on the Notes will accrue
at a rate of 10 1/4% per annum.
The interest rate on the Notes will
increase to 10 3/4% per annum if we
do not deconsolidate the operations
of our Adelphia Business Solutions
subsidiary for financial reporting
purposes within 180 days of the
date of original issuance of the
Notes. That increased rate would
continue unless and until such time
as we deconsolidated our Adelphia
Business Solutions subsidiary. See
"Description of the Notes--
General."
Redemption............................
The Notes will not be redeemable
prior to maturity and will not be
subject to any mandatory redemption
or sinking fund payments.
Ranking...............................
The Notes are unsecured
indebtedness of the Adelphia Parent
Company ranking pari passu with
other unsubordinated indebtedness
of the Adelphia Parent Company and
senior in right of payment to any
future subordinated indebtedness of
the Adelphia Parent Company.
The operations of the Adelphia
Parent Company are conducted
through its subsidiaries.
Therefore, the Adelphia Parent
Company is dependent on the
earnings, if any, and cash flow of
and distributions from its
subsidiaries to meet its debt
obligations, including its
obligations with respect to the
Notes. Because the assets of its
subsidiaries and other investments
constitute substantially all of the
assets of Adelphia Parent Company,
and because those subsidiaries and
other investments will not
guarantee the payment of principal
of and interest on the
S-5
Notes, the claims of holders of the
Notes effectively will be
subordinated to the claims of
creditors of those entities.
As of June 30, 2001, on an as
adjusted basis, after giving effect
to the application of the net
proceeds from the offering of the
Notes, the September 2001 Credit
Facility, the April 2001 Rigas
Notes Direct Placement, the January
2001 Rigas Common Stock Direct
Placement and the January 2001
Rigas Notes Direct Placement
described in "Prospectus Supplement
Summary--Recent Developments," the
Notes would have been effectively
subordinated to approximately
$8.1 billion of indebtedness and
redeemable preferred stock of
Adelphia's subsidiaries; and our
total indebtedness excluding
redeemable preferred stock would
have been approximately $14.7
billion.
The Adelphia Parent Company's
ability to access the cash flow of
its subsidiaries is subject to
significant contractual
restrictions. You should read "Risk
Factors--Holding Company Structure
and Potential Impact of Restrictive
Covenants in Subsidiary Debt
Agreements" and "Description of the
Notes" for more information.
Certain Covenants..................... The Indenture pursuant to which the
Notes will be issued contains
certain restrictions on, among
other things:
. the incurrence of indebtedness,
. mergers and sales of assets,
. changes of control,
. the payment of dividends on,
or the repurchase of, capital
stock of Adelphia, and
. certain other restricted
payments by Adelphia and its
restricted subsidiaries and
certain transactions with and
investments in affiliates.
The Indenture permits Adelphia's
subsidiaries to incur substantial
additional indebtedness.
Change of Control..................... Upon some change of control events,
you will have the right to require
Adelphia to purchase
S-6
your Notes at a price equal to 100%
of the aggregate principal amount
thereof, plus accrued
and unpaid interest to the date of
purchase. You should read
"Description of the Notes--
Covenants--Change of Control
Offer."
. We cannot give you any assurances
that we will have adequate
financial resources to effect a
required repurchase of the Notes
if a change of control event
occurs.
. Our failure to make a required
repurchase of the Notes if such a
change in control occurs would be
an Event of Default under the
Indenture.
Use of Proceeds....................... The net proceeds of the offering,
after deducting offering expenses,
are estimated to be approximately
$485.3 million. The net proceeds
initially will be invested in cash
equivalents or contributed to a
subsidiary and used to repay
borrowings under its revolving
credit facility, all of which,
subject to compliance with the
terms of and maturity of that
revolving credit facility, may be
reborrowed. Thereafter, the net
proceeds will be used for general
corporate purposes.
S-7
RISK FACTORS
Before you invest in our Notes, you should be aware that there are various
risks associated with investing in Adelphia, including those described below.
You should consider carefully these risk factors together with all of the other
information included in or incorporated by reference in this prospectus
supplement before you decide to purchase our Notes.
High Level Of Indebtedness
As of June 30, 2001, Adelphia has a substantial amount of debt. We
we owed approximately borrowed this money to purchase and to expand our
$14.4 billion. Our high cable systems and other operations and, to a lesser
level of indebtedness extent, for investments and loans to our
can have important subsidiaries and other affiliates. At June 30,
adverse consequences to 2001, our indebtedness totaled approximately $14.4
us and to you. billion. This included approximately:
. $5.9 billion of Adelphia Parent Company public
debt;
. $853.8 million of public debt owed by our
subsidiary, Adelphia Business Solutions;
. $1.8 billion of public debt owed by our
subsidiary, Arahova Communications, Inc.;
. $538.7 million of public debt owed by our
subsidiary, FrontierVision Partners, L.P.;
. $202.8 million of public debt owed by our
subsidiary, Olympus Communications, L.P.; and
. $5.2 billion of other debt owed by our
subsidiaries to banks, other financial
institutions and other persons.
Debt service consumes Our high level of indebtedness can have important
a substantial portion of adverse consequences to us and to you. It requires
the cash we generate. that we spend a substantial portion of the cash we
This could affect our get from our business to repay the principal and
ability to invest in our interest on these debts. Otherwise, we could use
business in the future these funds for general corporate purposes or for
as well as to react to capital improvements. Our ability to obtain new
changes in our industry loans for working capital, capital expenditures,
or economic downturns. acquisitions or capital improvements may be limited
by our current level of debt. In addition, having
such a high level of debt could limit our ability
to react to changes in our industry and to economic
conditions generally. In addition to our debt, at
June 30, 2001, the Adelphia Parent Company had
approximately $148.6 million and Adelphia Business
Solutions had approximately $316.9 million of
redeemable exchangeable preferred stock which
contain payment obligations that are similar to
Adelphia's debt obligations.
S-8
Approximately 36% of Our debt comes due at various times through the
our debt outstanding at year 2021, including an aggregate of approximately
June 30, 2001 matures on $5.2 billion as of June 30, 2001, which matures on
or before December 31, or before December 31, 2005.
2005 and all of it
matures prior to
December 31, 2021.
Your right to receive Our subsidiaries have substantial amounts of
payments on these notes indebtedness. Our subsidiaries are separate and
is effectively distinct legal entities from Adelphia Parent
subordinated to the Company and have no obligation, contingent or
rights of the existing otherwise, to pay any amounts due on the Notes. For
and future creditors of this reason, the Notes are effectively subordinated
our subsidiaries. to the claims of creditors of our subsidiaries as
well as holders of preferred stock in our
subsidiaries. In the event of a foreclosure,
dissolution, winding-up, liquidation,
reorganization, or other bankruptcy proceeding of
Adelphia Parent Company and our subsidiaries, the
creditors and the holders of preferred stock of our
subsidiaries must be paid in full before any of the
subsidiaries' assets would be available to Adelphia
Parent Company, as the subsidiaries' equity holder,
for our creditors including the holders of the
Notes. To the extent that assets were available for
our creditors, holders of the Notes would
participate ratably with all holders of our
unsecured indebtedness that is deemed to be of the
same class as the Notes, and potentially with all
of our other general creditors, based upon the
respective amounts owed to each holder or creditor.
In any of the foregoing events, we cannot assure
you that there will be sufficient assets to pay
amounts due on the Notes.
As of June 30, 2001, on an as adjusted basis,
after giving effect to the application of the net
proceeds of this offering, the September 2001
Credit Facility, the April 2001 Rigas Notes Direct
Placement, the January 2001 Rigas Common Stock
Direct Placement and the January 2001 Rigas Notes
Direct Placement, the Notes would have been
effectively subordinated to approximately $8.1
billion of indebtedness and redeemable preferred
stock of our subsidiaries. We will be permitted
under the terms of the indenture to borrow in the
future substantial additional indebtedness at our
subsidiaries as well as senior debt at the Adelphia
Parent Company. See "Description of the Notes--
Subordination to Subsidiary Debt; and--Covenants--
Limitation on Indebtedness."
Our Business Requires Our business requires substantial additional
Substantial Additional financing on a continuing basis for capital
Financing And If We Do expenditures and other purposes including:
Not Obtain That
Financing We May Not Be
Able To Upgrade Our
Plant, Offer Services,
Make Payments When Due
Or Refinance Existing
Debt
. constructing and upgrading our plant and
networks--some of these upgrades we must make to
comply with the requirements of local cable
franchise authorities;
. offering new services;
. scheduled principal and interest payments;
. refinancing existing debt; and
. acquisitions and investments.
S-9
There can be no guarantee that we will be able to
issue additional debt or sell stock or other
additional equity on satisfactory terms, or at all,
to meet our future financing needs.
We Have Had Large Losses Our Total Convertible Preferred Stock, Common Stock
And We Expect This To and Other Stockholders' Equity at June 30, 2001 was
Continue approximately $4.9 billion.
Our continuing net losses, which are mainly due to
our high levels of depreciation and amortization
and interest expense, may create deficiencies in or
reduce our Total Convertible Preferred Stock,
Common Stock and Other Stockholders' Equity. Our
recent net losses applicable to our common
stockholders were approximately as follows for the
periods specified:
. nine months ended December 31, 1998--$114.5
million;
. fiscal year ended December 31, 1999--$282.7
million;
. fiscal year ended December 31, 2000--$602.5
million; and
. six months ended June 30, 2001--$113.6 million.
We expect to continue to incur large net losses for
the next several years. Net loss for the six months
ended June 30, 2001 includes a substantial non-cash
gain on a cable systems swap.
Our earnings have Our earnings from continuing operations could not
been insufficient to pay pay for our combined fixed charges and preferred
for our fixed charges stock dividends as set forth in the table below,
and preferred stock although combined fixed charges and preferred stock
dividends. dividends included substantial non-cash charges for
depreciation, amortization and non-cash interest
expense on some of our debts and the non-cash
expense of Adelphia Business Solutions' preferred
stock dividends:
Earnings Non-Cash
Deficiency Charges
---------- ----------
(in thousands)
. nine months ended December 31, 1998 $ 95,595 $ 186,173
. fiscal year ended December 31, 1999 $281,975 $ 455,266
. fiscal year ended December 31, 2000 $916,103 $1,053,900
. six months ended June 30, 2001 $154,999 $ 668,989
For the six months ended June 30, 2001, our
earnings included a substantial non-cash gain on a
cable systems exchange.
S-10
If we cannot Historically, the cash we generate from our
refinance our debt or operating activities and borrowings has been
obtain new loans, we sufficient to meet our requirements for debt
would likely have to service, working capital, capital expenditures and
consider various investments in and advances to our affiliates, and
financing options. We we have depended on additional borrowings to meet
cannot guarantee that our liquidity requirements. Although in the past we
any options available to have been able both to refinance our debt and to
us would enable us to obtain new debt at both the Adelphia Parent Company
repay our debt in full. and subsidiary levels, there can be no guarantee
that we will be able to continue to do so in the
future or that the cost to us or the other terms
which would affect us would be as favorable to us
as current loans and credit agreements. Under these
circumstances, we may need to consider various
financing options, such as the sale of additional
equity or some of our assets to meet the principal
and interest payments we owe, negotiate with our
lenders to restructure existing loans or explore
other options available under applicable laws
including those under reorganization or bankruptcy
laws. We believe that our business will continue to
generate cash and that we will be able to obtain
new loans to meet our cash needs. However, the
covenants in the indentures and credit agreements
for our current debt provide some limitations on
our ability to borrow more money.
Competition The telecommunications services provided by
Adelphia are subject to strong competition and
potential competition from various sources.
Our cable television Our cable television systems compete with other
business is subject to means of distributing video to home televisions
strong competition from such as Direct Broadcast Satellite systems,
several sources which commonly known as DBS systems. Some local telephone
could adversely affect companies have expressed an interest in entering
revenue or revenue the video-to-home business.
growth.
In addition, because our systems are operated under
non-exclusive franchises, other applicants may
obtain franchises in our franchise
areas and overbuild our systems. For example, some
regional Bell telephone operating companies and
local telephone companies have facilities which are
capable of delivering cable television service and
could seek competitive franchises. We cannot
predict either the extent to which competition will
continue to materialize or, if such competition
materializes, the extent of its effect on our cable
television business.
Our cable television systems also face competition
from other communications and entertainment media,
including conventional off-air television
broadcasting services, newspapers, movie theaters,
live sporting events and home video products. We
cannot predict the extent to which competition may
affect us.
Our cable modem and dial up Internet access
business is currently subject to strong competition
and there exists the potential for future
competition from a number of sources. With respect
to
S-11
high-speed cable modem service, telephone companies
are beginning to implement various digital
subscriber line services, xDSL, that allow high-
speed internet access services to be offered over
telephone lines. DBS companies offer high-speed
Internet access over their satellite facilities and
other terrestrial based wireless operators, or
MultiChannel Multipoint Distribution Systems,
commonly known as MMDS, are beginning to introduce
high-speed access as well. In addition, there are
now a number of legislative, judicial and
regulatory efforts seeking to mandate cable
television operators to provide open access to
their facilities to competitors that want to offer
Internet access over cable services. With respect
to dial up Internet access services, there are
numerous competitive Internet Service Providers
commonly known as ISPs, in virtually every
franchise area. The local telephone exchange
company typically offers ISP services, as do a
number of other nationally marketed ISPs such as
America Online, Compuserve and AT&T Worldnet.
Adelphia cannot predict the extent to which
competition will continue to materialize or, if
such competition materializes, the extent of its
effect on our Internet access business.
We depend on third We depend on vendors to supply our cable and
party equipment and telephone related electronic equipment, such as the
software suppliers. If set-top converter boxes for analog and digital
we are unable to procure cable services. This equipment is available from a
the necessary equipment, limited number of suppliers. For example we
our ability to offer our typically purchase set-top converter boxes under
services could be purchase orders placed from time to time and do not
impaired. This could carry significant inventories of set-top converter
adversely affect our boxes. If demand for set-top converter boxes
growth, financial exceeds our supply or inventories and we are unable
condition and results of to obtain required set-top converter boxes on a
operations. timely basis and at an acceptable cost, our ability
to recognize additional revenue from these services
could be delayed or impaired. In addition, if there
are no suppliers who are able to provide converter
devices that comply with evolving Internet and
telecommunications standards or that are compatible
with other products or components we use, our
business may be materially impaired.
Adelphia Business In each of the markets served by Adelphia Business
Solutions' operations Solutions' networks, the competitive local exchange
are also subject to risk carrier services offered by Adelphia Business
because Adelphia Solutions compete principally with the services
Business Solutions offered by the incumbent local telephone exchange
competes principally carrier company serving that area. Local telephone
with established local companies have long-standing relationships with
telephone carriers that their customers, have the potential to subsidize
have long-standing competitive services from monopoly service
utility relationships revenues, and benefit from favorable state and
with their customers and federal regulations. The mergers of Bell Atlantic
pricing flexibility for and NYNEX, SBC and Ameritech, and Bell Atlantic and
local telephone GTE, which created Verizon Communications, created
services. very large companies whose combined territories
cover a
S-12
substantial portion of Adelphia Business Solutions'
markets. Other combinations have occurred in the
industry, such as the mergers between Qwest and US
West, and AOL and Time Warner, which may have a
material adverse effect on Adelphia Business
Solutions' ability to compete and terminate and
originate calls over Adelphia Business Solutions'
networks.
We believe that local telephone companies will gain
increased pricing flexibility from regulators as
competition increases. Adelphia Business Solutions'
operating results and cash flow could be materially
and adversely affected by actions by regulators,
including permitting the incumbent local telephone
companies in Adelphia Business Solutions' markets
to do the following:
. lower their rates substantially;
. engage in aggressive volume and term discount
pricing practices for their customers; or
. charge excessive fees or otherwise impose on
Adelphia Business Solutions excessive obstacles
for interconnection to the incumbent local
telephone company's networks.
If the regional Bell The regional Bell telephone operating companies can
telephone operating now obtain regulatory approval to offer long
companies obtain distance services if they comply with the local
regulatory approval to market opening requirements of the federal
offer long distance Telecommunications Act of 1996. To date, the FCC
service in competition has authorized Verizon to provide long distance
with Adelphia Business services in New York, Massachusetts, Connecticut
Solutions' significant and Pennsylvania, and SBC to provide these services
customers, some of these in Texas, Kansas, and Oklahoma. The FCC has
major customers could rejected several other applications, but we expect
lose market share. that numerous additional requests will be filed by
Bell operating companies over the next few years.
Approvals of such requests could result in
decreased market share for the major long distance
carriers which are among Adelphia Business
Solutions' significant customers. This could have a
material adverse effect on Adelphia Business
Solutions.
In addition, once they obtain long distance
authority, the regional Bell telephone operating
companies could be less cooperative in providing
access to their networks. This lack of cooperation,
or labor strikes or work stoppages similar to the
August 2000 Verizon strike, could impair or delay
the ability of Adelphia Business Solutions to
connect its networks with those of the incumbent
local exchange carriers.
S-13
The regional Bell Some of the regional Bell operating companies have
telephone companies also filed petitions with the FCC requesting
continue to seek other waivers of other obligations under the federal
regulatory approvals Telecommunications Act of 1996. These involve
that could significantly services Adelphia Business Solutions also provides
enhance their such as high speed data, long distance, and
competitive position services to ISPs. If the FCC grants the regional
against Adelphia Bell operating companies' petitions, this could
Business Solutions. have a material adverse effect on Adelphia Business
Solutions.
Potential competitors Potential competitors of Adelphia Business
to Adelphia Business Solutions include other competitive local exchange
Solutions' carriers, incumbent local telephone companies which
telecommunications are not subject to regional Bell operating
services include the companies' restrictions on offering long distance
regional Bell telephone service, AT&T, WorldCom, Sprint, Global Crossing
companies, AT&T, and other long distance carriers, cable television
WorldCom and Sprint, companies, electric utilities, microwave carriers,
electric utilities and wireless telecommunications providers, and private
other companies that networks built by large end users. Both AT&T and
have advantages over WorldCom offer local telephone services in some
Adelphia Business areas of the country and are expanding their
Solutions. networks. AT&T also merged with both Tele-
Communications, Inc. and MediaOne Group, Inc.,
thereby becoming the largest operator of cable
television systems in the country. Although we have
good relationships with the long distance carriers,
they could build their own facilities, purchase
other carriers or their facilities, or resell the
services of other carriers rather than use Adelphia
Business Solutions' services when entering the
market for local exchange services.
Many of Adelphia Business Solutions' current and
potential competitors, particularly incumbent local
telephone companies, have financial, personnel and
other resources substantially greater than those of
Adelphia Business Solutions, as well as other
competitive advantages over Adelphia Business
Solutions.
We Are Subject To The cable television industry and the provision of
Extensive Regulation local telephone exchange services are subject to
extensive regulation at the federal, state and
local levels, and many aspects of such regulation
are currently the subject of judicial proceedings
and administrative or legislative proposals. In
particular, FCC regulations limit our ability to
set and increase rates for our basic cable
television service package and for the provision of
cable television-related equipment. The law permits
certified local franchising authorities to order
refunds of rates paid in the previous 12-month
period determined to be in excess of the permitted
reasonable rates. It is possible that rate
reductions or refunds of previously collected fees
may be required in the future. In addition, the FCC
has recently adopted rules which will require cable
operators to carry the digital signals of broadcast
television stations. However, the FCC has
tentatively decided that cable operators should not
be required to carry both the analog and digital
services of broadcast
Our cable television
and telecommunications
businesses are heavily
regulated as to rates we
can charge and other
matters. This regulation
could limit our ability
to increase rates, cause
us to decrease then
current rates or require
us to refund previously
collected fees.
S-14
television stations while broadcasters are
transitioning from analog to digital transmission.
Carrying both the analog and digital services of
broadcast television stations would consume
additional cable capacity. As a result, a
requirement to carry both analog and digital
services of broadcast television stations could
require the removal of popular programming services
with materially adverse results for cable
operators.
We must comply with rules of the local franchising
authorities to retain and renew our cable
franchises, among other matters. There can be no
assurances that the franchising authorities will
not impose new and more restrictive requirements as
a condition to franchise renewal.
Similarly, Adelphia Business Solutions is subject
to state and local regulations and in some cases
must obtain appropriate state certifications and/or
local franchises to construct facilities and offer
services. There can be no assurance that Adelphia
Business Solutions' state and local regulators will
not impose new and more restrictive requirements as
a condition to renew any required certifications
and franchises.
On February 26, 1999, the FCC released a
Declaratory Ruling and Notice of Proposed
Rulemaking which held that calls to ISPs within a
local calling area are "non-local" because such
calls tend to continue beyond state borders,
meaning that the reciprocal compensation provisions
of the federal Telecommunications Act of 1996 did
not apply to calls to ISPs. However, the FCC left
open the possibility that state commissions could
impose reciprocal compensation obligations on local
exchange carriers that send calls to ISPs.
Imposition of reciprocal compensation obligations
would benefit the local exchange carriers that
terminate the calls with the ISP, such as
competitive local Exchange carriers that provide
local exchange services to their own ISPs. As ISPs
do not make outgoing calls, the compensation for
terminating traffic would always flow from the LECs
that originate the calls to the LECs that terminate
the calls. The United States Court of Appeals for
the District of Columbia Circuit vacated this FCC
ruling on March 24, 2000, and remanded the matter
to the FCC. On April 27, 2001, the FCC decided on
remand that calls to ISPs constitute interstate
access traffic and thus are not subject to
reciprocal compensation. Rather than immediately
eliminate the current system, the FCC established a
transitional cost recovery mechanism for the
exchange of this traffic. In addition, the FCC
capped the number of minutes for which a CLEC may
receive compensation in a given state, at the
number of minutes received in the first quarter of
2001 (annualized), plus a 10% growth factor. It
appears likely that this
S-15
ruling will be appealed. In the meantime, the FCC's
current order and/or subsequent state or court
rulings could affect the costs incurred by ISPs and
CLECs and the demand for their services.
Proposals are continuing to be made before Congress
and the FCC to mandate cable operators to provide
"open access" over their cable systems to other
ISPs. To date, the FCC has declined to impose such
requirements. This same open access issue is being
considered by some local franchising authorities as
well. Several local franchising authorities have
mandated open access. This issue is being actively
litigated. A federal district court in Portland,
Oregon, upheld the authority of the local
franchising authority to impose an open access
requirement in connection with a cable television
franchise transfer. On appeal, the U.S. Court of
Appeals for the Ninth Circuit reversed the district
court and ruled that a local franchising authority
has no authority to impose an open access
requirement on cable television operators.
Additionally, federal district courts in Richmond,
Virginia and Miami, Florida have held that a local
franchising authority cannot impose an open access
requirement. The Virginia case was affirmed by the
U.S. Court of Appeals for the Fourth Circuit. If
the FCC or other authorities mandate additional
access to Adelphia's cable systems, we cannot
predict the effect that this would have on our
Internet access over cable business.
The federal The federal Telecommunications Act of 1996
Telecommunications Act substantially changed federal, state and local laws
of 1996 may have a and regulations governing our cable television and
significant impact on telecommunications businesses. This law could
our cable television and materially affect the growth and operation of the
telephone businesses. cable television industry and the cable services we
provide. Although this legislation may lessen
regulatory burdens, the cable television industry
may be subject to new competition as a result.
There are numerous rulemakings that have been and
continue to be undertaken by the FCC which will
interpret and implement the provisions of this law.
Furthermore, portions of this law have been, and
likely other portions will be, challenged in the
courts. We cannot predict the outcome of such
rulemakings or lawsuits or the short- and long-term
effect, financial or otherwise, of this law and FCC
rulemakings on us.
Similarly, the federal Telecommunications Act of
1996 removes entry barriers for all companies and
could increase substantially the number of
competitors offering comparable services in
Adelphia Business Solutions' markets or potential
markets. Furthermore, we cannot guarantee that
rules adopted by the FCC or state regulators or
other legislative or judicial initiatives relating
to the telecommunications industry will not have a
material adverse effect on Adelphia Business
Solutions.
S-16
Control Of Voting Power While the public owns a majority of the outstanding
By The Rigas Family shares of Adelphia's Class A common stock, the
Rigas family owns about 15.1% of those shares as of
July 3, 2001, as well as all of the outstanding
shares of Class B common stock. The Rigas family
has also agreed to purchase (i) 5,819,367 shares of
Class B common stock, (ii) $167,367,000 of 6%
convertible subordinated notes due 2006, which are
initially convertible into approximately 3,000,000
shares of Class B common stock, and (iii)
$400,000,000 of 3.25% convertible subordinated
notes due 2021, which are initially convertible
into approximately 9,141,000 shares of Class B
common stock, pursuant to separate purchase
agreements between Adelphia and Highland 2000,
L.P., a Rigas family partnership, which when
consummated (and assuming full conversion into
Class B common stock by only the Rigas family)
would result in the Rigas family beneficially
owning shares representing approximately 31.6% of
the total number of outstanding shares of both
classes of Adelphia's common stock and
approximately 75.1% of the total voting power of
Adelphia's shares. As a result of the Rigas
family's stock ownership and an agreement among the
Class B stockholders, members of the Rigas family
have the power to elect eight of nine Adelphia
directors. In addition, the Rigas family could
control stockholder decisions on other matters such
as amendments to Adelphia's Certificate of
Incorporation and Bylaws, and mergers or other
fundamental corporate transactions. The interests
of the Rigas family may differ from your interests
as a holder of the Notes.
The Rigas family can
control stockholder
decisions on very
important matters.
There Are Potential John J. Rigas and the other executive officers of
Conflicts Of Interest Adelphia, including other members of the Rigas
Between Adelphia And The family, own other corporations and partnerships,
Rigas Family which are managed by us for a fee.
Subject to the restrictions contained in a business
opportunity agreement regarding future
acquisitions, Rigas family members and the
executive officers are free to continue to own
these interests and acquire additional interests in
cable television systems. These activities could
present a conflict of interest with Adelphia, such
as how much time our executive officers devote to
our business. In addition, there have been and will
continue to be transactions between us and the
executive officers or the other entities they own
or with which they have affiliations.
Holding Company The Adelphia Parent Company directly owns no
Structure And Potential significant assets other than stock, partnership
Impact Of Restrictive interests and equity and other interests in our
Covenants In Subsidiary subsidiaries and in other companies. This creates
Debt Agreements risks regarding our ability to provide cash to the
Adelphia Parent Company to repay the interest and
principal which it owes, our ability to pay cash
dividends to our common stockholders in the future,
and the ability of our subsidiaries and other
companies to respond to changing business and
economic conditions and to get new loans.
S-17
The Adelphia Parent The public indentures and the credit agreements for
Company depends on its bank and other financial institution loans of our
subsidiaries and other subsidiaries and other companies in which we have
companies in which it invested, restrict their ability and the ability of
has investments to fund the companies they own to make payments to the
its cash needs. Adelphia Parent Company. These agreements also
place other restrictions on the borrower's ability
to borrow new funds. The ability of a subsidiary or
a company in which we have invested to comply with
debt restrictions may be affected by events that
are beyond our control. The breach of any of these
covenants could result in a default which could
result in all loans and other amounts owed to its
lenders becoming due and payable. Our subsidiaries
and companies in which we have invested might not
be able to repay in full the accelerated loans.
We May Not Have The The Indenture and most of Adelphia's other public
Resources To Repurchase debt indentures contain provisions requiring
The Notes Upon A Change Adelphia, upon a change of control, to offer to
Of Control redeem the Notes and certain of Adelphia's other
debt. In the event a change of control occurs,
there is no assurance that Adelphia will have the
ability to make an offer to redeem the Notes, that
it will have sufficient funds to repurchase all of
the Notes or that it would be able to obtain any
additional debt or equity financing in an amount
sufficient to repurchase the Notes. Failure to do
so would constitute an event of default under our
indentures.
No Public Market Exists The Notes are new securities for which there is
For The Notes currently no market. Adelphia does not intend to
apply for listing of the Notes on any securities
exchange or automated quotation system. Although
the underwriters have advised Adelphia that they
currently intend to make a market in the Notes
after the completion of the offering, the
underwriters are not obligated to
do so, and such market making activities may be
discontinued at any time without notice. There can
be no assurance that any market for the Notes will
develop, or that such a market will provide
liquidity for holders of the Notes. If a market for
the Notes were to develop, the Notes could trade at
prices that may be higher or lower than their
initial offering price depending upon many factors,
including prevailing interest rates, Adelphia's
operating results and the markets for similar
securities. Historically, the market for non-
investment grade debt has been subject to
disruptions that have caused the prices of
securities similar to the Notes to fluctuate
dramatically. There can be no assurance that, if a
market for the Notes were to develop, such a market
would not be subject to similar disruption.
S-18
Original Issue Discount The Notes will be issued at a substantial discount
from their principal amount. Consequently, the
Notes will be treated as issued with original issue
discount for federal income tax purposes and you
will be required to include such original issue
discount in your income as it accrues for federal
income tax purposes in advance of receipt of any
payment on the Notes to which the income is
attributable. To understand how this may affect
you, you should seek advice from your own tax
advisor prior to purchasing these Notes. See
"Certain United States Federal Income Tax
Considerations" for a more detailed discussion of
the federal income tax consequences to the holders
of the Notes or the purchase, ownership and
disposition of the Notes.
The Notes will be
issued at a substantial
discount from their
principal amount and
will therefore trigger
certain federal income
tax consequences for the
holders of the Notes.
Our Acquisitions And Because we have experienced a period of rapid
Expansion Could Involve expansion through acquisition, the operating
Operational And Other complexity of Adelphia, as well as the
Risks responsibilities of management personnel, have
increased. Our ability to manage such expansion
effectively requires us to continue to expand and
improve our operational and financial systems and
to expand, train and manage our employee base.
Our recent acquisitions involve, and our future
acquisitions will involve, the acquisition of
companies that have previously operated
independently. There is no guarantee that we will
be able to realize the benefits expected from the
integration of operations from these transactions.
Forward-Looking The statements contained or incorporated by
Statements In This reference in this prospectus supplement that are
Prospectus Supplement not historical facts are "forward-looking
Are Subject To Risks And statements" and can be identified by the use of
Uncertainties forward-looking terminology such as "believes,"
"expects," "may," "will," "should," "intends" or
"anticipates" or the negative thereof or other
variations thereon or comparable terminology, or by
discussions of strategy that involve risks and
uncertainties.
Certain information set forth or incorporated by
reference in this prospectus supplement, including
"Management's Discussion and Analysis of Financial
Condition and Results of Operations" in Adelphia's
Annual Report on Form 10-K, as amended by Form 10-
K/A, and in Adelphia's most recent Quarterly
Reports on Form 10-Q is forward-looking. Such
forward-looking information involves important
risks and uncertainties that could significantly
affect expected results in the future from those
expressed in any forward-looking statements made
by, or on behalf of, us. These risks and
uncertainties include, but are not limited to,
uncertainties relating to general business and
economic conditions, our growth and financings, the
availability and cost of capital, acquisitions and
divestitures, government and regulatory policies,
the pricing and availability of equipment,
materials, inventories and programming, dependence
on customers and their spending patterns, risks
associated with reliance on the performance and
financial
S-19
condition of vendors and customers, product
acceptance, our ability to execute on our business
plans and to construct, expand and upgrade our
cable systems, fiber optic networks and related
facilities, technological developments and changes
in the competitive environment in which we operate.
Persons reading this prospectus are cautioned that
such statements are only predictions and that
actual events or results may differ materially. In
evaluating such statements, readers should
specifically consider the various factors which
could cause actual events or results to differ
materially from those indicated by such forward-
looking statements.
S-20
USE OF PROCEEDS
The net proceeds of the offering of the Notes, after deducting offering
expenses, are estimated to be approximately $485.3 million. These net proceeds
initially will be invested in cash equivalents or contributed to a subsidiary
and used to repay borrowings under its revolving credit facility, all of which,
subject to compliance with the terms of and maturity of that revolving credit
facility, may be reborrowed. Thereafter, the net proceeds will be used for
general corporate purposes. As of June 30, 2001, the average effective interest
rate charged on borrowings under this subsidiary credit facility was
approximately 5.2%.
S-21
CAPITALIZATION
(Dollars in thousands, except share amounts)
The following table sets forth the cash and cash equivalents and
capitalization of Adelphia as of June 30, 2001 (1) on an actual basis and (2)
on an as adjusted basis to reflect this offering, the September 2001 Credit
Facility, the April 2001 Rigas Notes Direct Placement, the January 2001 Rigas
Common Stock Direct Placement and the January 2001 Rigas Notes Direct Placement
described in "Prospectus Supplement Summary--Recent Developments." This table
should be read in conjunction with Adelphia's consolidated financial statements
and related notes thereto and other financial data contained elsewhere or
incorporated by reference in this prospectus supplement.
June 30, 2001
----------------------------
Actual As Adjusted (b)
----------- ---------------
Cash and cash equivalents......................... $ 100,809 $ 583,562
Restricted cash................................... 28,443 28,443
----------- -----------
Total cash, cash equivalents and restricted
cash........................................... $ 129,252 $ 612,005
=========== ===========
Long-term debt including current maturities (a):
Subsidiary debt................................. $ 8,545,665 $ 7,753,239
Parent debt..................................... 5,861,966 6,915,147
----------- -----------
Total long-term debt including current
maturities................................... 14,407,631 14,668,386
----------- -----------
Adelphia Business Solutions redeemable
exchangeable preferred stock..................... 316,945 316,945
----------- -----------
Redeemable exchangeable preferred stock........... 148,622 148,622
----------- -----------
Convertible preferred stock, common stock and
other stockholders' equity:
5 1/2% Series D convertible preferred stock
($575,000 liquidation preference).............. 29 29
Class A common stock, $.01 par value,
1,200,000,000 shares authorized; 154,990,228
shares issued on an Actual basis and an As
Adjusted basis................................. 1,551 1,551
Class B common stock, $.01 par value,
300,000,000 shares authorized; 19,235,998
shares issued and outstanding on an Actual
basis and 25,055,365 shares issued and
outstanding on an As Adjusted basis............ 192 251
Additional paid-in capital........................ 7,714,842 7,964,783
Accumulated deficit............................... (2,610,309) (2,610,309)
Accumulated other comprehensive loss.............. (7,644) (7,644)
Treasury stock, at cost, 1,091,524 shares of Class
A common stock and 20,000 shares of 8 1/8% Series
C cumulative convertible preferred stock ........ (149,401) (149,401)
----------- -----------
Total convertible preferred stock, common
stock and other stockholders' equity ........ 4,949,260 5,199,260
----------- -----------
Total capitalization........................ $19,822,458 $20,333,213
=========== ===========
--------
(a) See Note 4 to Adelphia's consolidated financial statements in the Form 10-
K and Note 3 in the Forms 10-Q for a description of long-term debt of
Adelphia and its subsidiaries. See "Management's Discussion and Analysis
of Financial Condition and Results of Operations--Liquidity and Capital
Resources" in the Form 10-K and the Forms 10-Q.
(b) Gives effect to the application of the net proceeds of approximately
$485.3 million from this offering, approximately $2.0 billion from the
September 2001 Credit Facility, approximately $400.0 million from the
April 2001 Rigas Notes Direct Placement, approximately $250.0 million from
the January 2001 Rigas Common Stock Direct Placement and approximately
$167.4 million from the January 2001 Rigas Notes Direct Placement.
S-22
DESCRIPTION OF THE NOTES
Adelphia will issue the Notes under an Indenture, as supplemented by a
supplemental indenture (the "Indenture") between Adelphia and The Bank of New
York, successor entity by acquisition to Harris Trust Company of New York, as
trustee (the "Trustee"). The terms of the Notes include those stated in the
Indenture and those made part of the Indenture by reference to the Trust
Indenture Act of 1939 (the "Trust Indenture Act").
The following description is a summary of the material provisions of the
Indenture. It does not restate the Indenture in its entirety. We urge you to
read the Indenture because it, and not this description, will define your
rights as a holder of the Notes. We will file a copy of the supplemental
indenture as an exhibit to a Form 8-K that will be incorporated by reference
into the registration statement which includes this prospectus supplement. You
can find the definitions of certain terms used in this description under the
subheading "Certain Definitions."
General
The Notes are general senior unsecured obligations of Adelphia and are
effectively subordinate in right of payment to the liabilities of Adelphia's
subsidiaries. See "Subordination to Subsidiary Debt" and "Certain Definitions"
below.
The Notes initially will be limited in aggregate principal amount to
$750.0 million, $500.0 million of which are being sold in this offering, and
will mature on November 1, 2006. Adelphia will pay interest on the Notes on May
1 and November 1 of each year, commencing May 1, 2002, to the persons who are
registered holders at the close of business on April 15 and October 15
immediately preceding the interest payment date. Interest on the Notes will be
paid on the basis of a 360-day year comprised of twelve 30-day months
Interest on the Notes will accrue at the rate of 10 1/4% per annum (the
"Original Rate"). In the event that no Deconsolidating Event has occurred on or
prior to the day that is 180 days after the date of original issuance of the
Notes, interest on the Notes will begin to accrue (on and after the day that is
181 days after the date of original issuance of the Notes) at the rate of 10
3/4% per annum (the "Increased Rate"). Interest will continue to accrue at the
Increased Rate until the occurrence of a Deconsolidating Event, after which
interest will again accrue at the Original Rate. No Deconsolidating Event will
be deemed to have occurred until the Trustee has received notice of the
Deconsolidating Event from Adelphia in the form of an officer's certificate.
The Notes will be issued only in fully registered form without coupons and
will be issued in denominations of $1,000 and integral multiples thereof.
The Indenture and the existing indentures under which Adelphia's other
senior public debt were issued contain covenants which may afford holders of
Adelphia's other senior public debt certain protections regarding leverage and
the incurrence of indebtedness. These include covenants which limit the amount
of additional indebtedness that may be incurred by Adelphia and its
subsidiaries, which restrict mergers and consolidations by Adelphia unless
after giving effect to the transaction the consolidated fixed charge ratio of
the surviving entity satisfies certain compliance tests, and which require such
Notes and Adelphia's other senior public debt to be secured equally and ratably
with other indebtedness in certain circumstances where Adelphia creates or
assumes liens on its property or assets in connection therewith. See
"Covenants" below.
On the date of the Indenture, the Unrestricted Subsidiaries, as that term is
defined in the Indenture, of Adelphia included Adelphia Business Solutions,
Global Cablevision, Inc., Orchard Park
S-23
Cablevision, Inc. and the FrontierVision companies, their respective
subsidiaries and certain other subsidiaries.
The Notes are not redeemable and there is no mandatory redemption or
sinking fund prior to maturity.
Subordination to Subsidiary Debt
All liabilities of Adelphia's subsidiaries will be effectively senior in
right of payment to the Notes. As of June 30, 2001 and as adjusted for the
Notes offering, the September 2001 Credit Facility, the April 2001 Rigas Notes
Direct Placement, the January 2001 Rigas Common Stock Direct Placement and the
January 2001 Rigas Notes Direct Placement described in "Prospectus Supplement
Summary--Recent Developments," the total public indebtedness and indebtedness
of such subsidiaries to banks and institutions, on a consolidated basis,
aggregated approximately $7.8 billion. See "Risk Factors--Holding Company
Structure and Potential Impact of Restrictive Covenants in Subsidiary Debt
Agreements." In addition, at June 30, 2001, Adelphia Business Solutions had
$316.9 million in redeemable exchangeable preferred stock.
Covenants
The Indenture will contain, among others, the following covenants. Except as
otherwise specified, all of the covenants described below will appear in the
Indenture.
Limitation on Indebtedness. Adelphia will not, and will not permit any
Restricted Subsidiary to, directly or indirectly, create, incur, issue, assume
or become liable for, contingently or otherwise (collectively an
"incurrence"), any Indebtedness unless, after giving effect to such incurrence
on a pro forma basis, Indebtedness of Adelphia and its Restricted
Subsidiaries, on a consolidated basis, shall not be more than the product of
the Annualized Pro Forma EBITDA for the latest fiscal quarter preceding such
incurrence for which financial statements are available, multiplied by 8.75.
Notwithstanding the above, the Indenture will not limit the incurrence of
Indebtedness which is incurred by Adelphia or its Restricted Subsidiaries for
working capital purposes or capital expenditures with respect to plant,
property and equipment of Adelphia and its Restricted Subsidiaries in an
aggregate amount not to exceed $50,000,000. Further, the Indenture will not
limit Permitted Refinancing Indebtedness, subject to the provisions of the
covenant set forth under "Limitation on Restricted Payments."
Limitation on Restricted Payments. So long as any of the Notes remain
outstanding, Adelphia shall not make, and shall not permit any Restricted
Subsidiary to make, any Restricted Payment (as defined below) if (a) at the
time of such proposed Restricted Payment, a Default or Event of Default shall
have occurred and be continuing or shall occur as a consequence of such
Restricted Payment, or (b) immediately after giving effect to any such
Restricted Payment, the aggregate of all Restricted Payments which shall have
been made on or after January 1, 1993 (the amount of any Restricted Payment,
if other than cash, to be based upon fair market value as determined in good
faith by Adelphia's Board of Directors whose determination shall be
conclusive) would exceed an amount equal to the greater of (i) the sum of
$5,000,000 or (ii) the difference between (a) the Cumulative Credit (as
defined below) and (b) the sum of the aggregate amount of all Restricted
Payments, and all Permitted Investments made pursuant to clause (v) of the
definition of "Permitted Investments," made on or after January 1, 1993 plus
1.2 times Cumulative Interest Expense (as defined above).
Mergers and Consolidations. Adelphia may not consolidate with, merge with
or into, or transfer all or substantially all of its assets (as an entirety or
substantially as an entirety in one transaction or a series of related
transactions), to any Person unless: (i) Adelphia shall be the
S-24
continuing Person, or the Person (if other than Adelphia) formed by such
consolidation or into which Adelphia is merged or to which the properties and
assets of Adelphia are transferred shall be a corporation organized and
existing under the laws of the United States or any State thereof or the
District of Columbia and shall expressly assume, by a supplemental indenture,
executed and delivered to the Trustee, in form satisfactory to the Trustee, all
of the obligations of Adelphia under the Notes and the Indenture, and the
obligations under the Indenture shall remain in full force and effect; (ii)
immediately before and immediately after giving effect to such transaction, no
Default or Event of Default shall have occurred and be continuing; and (iii)
immediately after giving effect to such transaction on a pro forma basis for
the most recent quarter, the pro forma Consolidated Fixed Charge Ratio of the
surviving entity shall be at least 1:1; provided that, if the Consolidated
Fixed Charge Ratio of Adelphia for the most recent quarter preceding such
transaction is within the range set forth in Column A below, then the pro forma
Consolidated Fixed Charge Ratio of the surviving entity after giving effect to
such transaction shall be at least equal to the greater of the percentage of
the Consolidated Fixed Charge Ratio of Adelphia for the most recent quarter
preceding such transaction set forth in Column B or the ratio set forth in
Column C below:
A B C
----- ----- ------
1.1111:1 to 1.4999:1 90% 1.00:1
1.5 and higher 80% 1.35:1
and provided, further, that if the pro forma Consolidated Fixed Charge Ratio of
the surviving entity is 2:1 or more, the calculation in the preceding proviso
shall be inapplicable and such transaction shall be deemed to have complied
with the requirements of such proviso.
In connection with any consolidation, merger or transfer contemplated by
this provision, Adelphia shall deliver, or cause to be delivered, to the
Trustee, in form and substance reasonably satisfactory to the Trustee, an
Officers' Certificate and an Opinion of Counsel, each stating that such
consolidation, merger or transfer and the supplemental indenture in respect
thereto comply with this provision and that all conditions precedent herein
provided for relating to such transaction or transactions have been complied
with.
Limitations on Investment in Affiliates and Unrestricted Subsidiaries. After
the date of the Indenture, Adelphia may not, nor will Adelphia allow any
Restricted Subsidiary to, make a Restricted Investment other than by way of
Permitted Investments unless pro forma for such Restricted Investment the
Leverage Ratio of Adelphia does not exceed 7.75:1.
Covenant to Secure Notes Equally. Except for Liens created or assumed by
Adelphia in connection with the acquisition of real property or equipment to be
used by Adelphia in the operation of its business which do not secure
Indebtedness in excess of the purchase price of such real property or
equipment, Adelphia covenants that, if it shall create or assume any Lien upon
any of its property or assets, whether now owned or hereafter acquired, it will
make or cause to be made effective provisions whereby the Notes will be secured
by such Lien equally and ratably with all other Indebtedness of Adelphia
secured by such Lien, as long as any such other Indebtedness of Adelphia shall
be so secured. The restriction imposed by this covenant shall not apply with
respect to a Lien, including a pledge of Capital Stock of a Subsidiary or an
Affiliate, to secure Indebtedness which is an obligation of such Subsidiary or
Affiliate and not an obligation of Adelphia.
Limitation on Transactions with Affiliates. Adelphia will not, and will not
permit any Restricted Subsidiary to, engage in any transaction with any
Affiliate upon terms which would be any less favorable than those obtainable by
Adelphia or a Restricted Subsidiary in a comparable arm's-
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length transaction with a person which is not an Affiliate. Adelphia will not,
and will not permit any Restricted Subsidiary to, engage in any transaction (or
series of related transactions) involving in the aggregate $1,000,000 or more
with any Affiliate except for (i) the making of any Restricted Payment, (ii)
any transaction or series of transactions between Adelphia and one or more of
its Restricted Subsidiaries or between two or more of its Restricted
Subsidiaries (provided that no more than 5% of the equity interest in any of
its Restricted Subsidiaries is owned by an Affiliate), and (iii) the payment of
compensation (including, without limitation, amounts paid pursuant to employee
benefit plans) for the personal services of officers, directors and employees
of Adelphia or any of its Restricted Subsidiaries, so long as the Board of
Directors of Adelphia in good faith shall have approved the terms thereof and
deemed the services theretofore or thereafter to be performed for such
compensation or fees to be fair consideration therefor; and provided further
that for any Asset Sale, or a sale, transfer or other disposition (other than
to Adelphia or any of its Restricted Subsidiaries) of an interest in a
Restricted Investment, involving an amount greater than $25,000,000, such Asset
Sale or transfer of interest in a Restricted Investment is for fair value as
determined by an opinion of a nationally recognized investment banking firm
filed with the Trustee. Notwithstanding the foregoing, such provision will not
prohibit any such transaction which is determined by the independent members of
the Board of Directors of Adelphia, in their reasonable, good faith judgment
(as evidenced by a Board Resolution filed with the Trustee) to be (a) in the
best interests of Adelphia or such Restricted Subsidiary, and (b) upon terms
which would be obtainable by Adelphia or a Restricted Subsidiary in a
comparable arm's-length transaction with a Person which is not an Affiliate.
Limitation on Sale of Assets. Neither Adelphia nor a Restricted Subsidiary
shall sell an asset (including Capital Stock of Restricted Subsidiaries) or
reclassify a Restricted Subsidiary existing on the date of the Indenture as an
Unrestricted Subsidiary (a "Reclassification") unless (a) in the case of an
asset sale, (i) at least 75% of the net proceeds received by Adelphia or such
Restricted Subsidiary is in cash, cash equivalents or common or preferred
Capital Stock or debt securities issued by a Person which has Investment Grade
Senior Debt, and (ii) cash proceeds from the asset sale are used to reduce debt
and such debt reduction results in Adelphia's Leverage Ratio being lower pro
forma after such asset sale than prior to such asset sale, or (b) in the case
of an asset sale or Reclassification, pro forma for such asset sale or
Reclassification the Indebtedness of Adelphia and its Restricted Subsidiaries,
on a consolidated basis, shall not be more than 7.75 multiplied by Annualized
Pro Forma EBITDA, provided that in no case under either clause (a) or (b) shall
Adelphia undertake an asset sale or Reclassification, if pro forma for such an
asset sale or Reclassification Adelphia and its Restricted Subsidiaries would
be the owners of fewer than 75% of the cable systems (measured on the basis of
basic subscribers as of February 22, 1994) owned by Adelphia and its Restricted
Subsidiaries as of February 22, 1994, provided however, that Adelphia and its
Restricted Subsidiaries may sell additional assets of up to 10% of assets held
as of February 22, 1994 if the consideration received from such sale is (i)
cash which is used within 12 months to purchase additional systems of
equivalent value or (ii) other cable systems of equivalent value.
Change of Control Offer. Within 50 days of (i) the proposed occurrence of a
Change of Control or (ii) the occurrence of a Change of Control Triggering
Event, Adelphia shall notify the Trustee in writing of such proposed occurrence
or occurrence, as the case may be, and shall make an offer to purchase (the
"Change of Control Offer") the Notes at a purchase price equal to 100% of the
principal amount thereof plus any accrued and unpaid interest thereon to the
Change of Control Payment Date (as hereinafter defined) (the "Change of Control
Purchase Price") in accordance with the procedures set forth in this covenant.
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Within 50 days of (i) the proposed occurrence of a Change of Control or (ii)
the occurrence of a Change of Control Triggering Event, Adelphia also shall (a)
cause a notice of the Change of Control Offer to be sent at least once to the
Dow Jones News Service or similar business news service in the United States
and (b) send by first-class mail, postage prepaid, to the Trustee and to each
holder of the Notes, at his address appearing in the register of the Notes
maintained by the Registrar, a notice stating:
(1) that the Change of Control Offer is being made pursuant to this
covenant and that all Notes tendered will be accepted for payment,
provided that a Change of Control Triggering Event has occurred and
is otherwise subject to the terms and conditions set forth herein;
(2) the Change of Control Purchase Price and the purchase date (which
shall be a Business Day no earlier than 50 days from the date such
notice is mailed and no later than 15 days after the date of the
corresponding Change of Control Triggering Event) (the "Change of
Control Payment Date");
(3) that any Note not tendered will continue to accrue interest;
(4) that, unless Adelphia defaults in the payment of the Change of
Control Purchase Price, any Notes accepted for payment pursuant to
the Change of Control Offer shall cease to accrue interest after the
Change of Control Payment Date;
(5) that holders accepting the offer to have their Notes purchased
pursuant to a Change of Control Offer will be required to surrender
the Notes to the Paying Agent at the address specified in the notice
prior to the close of business on the Business Day preceding the
Change of Control Payment Date;
(6) that holders will be entitled to withdraw their acceptance if the
Paying Agent receives, not later than the close of business on the
third Business Day preceding the Change of Control Payment Date, a
telegram, telex, facsimile transmission or letter setting forth the
name of the holder, the principal amount of the Notes delivered for
purchase, and a statement that such holder is withdrawing his
election to have such Notes purchased;
(7) that holders whose Notes are being purchased only in part will be
issued new Notes equal in principal amount to the unpurchased portion
of the Notes surrendered, provided that each Note purchased and each
such new Note issued shall be in an original principal amount in
denominations of $1,000 and integral multiples thereof; and
(8) any other procedures that a holder must follow to accept a Change of
Control Offer or effect withdrawal of such acceptance.
Notwithstanding any other provision of this covenant, in the case of a
notice of a Change of Control Offer that is being furnished by Adelphia with
respect to a proposed Change of Control that has not yet actually occurred, the
Company may specify in such notice that holders of the Notes shall be required
to notify Adelphia, by a date not later than the date (the "Proposed Change of
Control Response Date") which is 30 days from the date of such notice, as to
whether such holders will tender their Notes for payment pursuant to the Change
of Control Offer and to notify Adelphia of the principal amount of such Notes
to be so tendered (with the failure of any holder to so notify Adelphia within
such 30-day period to be deemed an election of such holder not to accept such
Change of Control Offer). In such event, Adelphia shall have the option, to be
exercised by a subsequent written notice to be sent, no later than 15 days
after the Proposed Change of Control
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Response Date, to the same Persons to whom the original notice of the Change of
Control Offer was sent, to cancel or otherwise effect the termination of the
proposed Change of Control and to rescind the related Change of Control Offer,
in which case the then outstanding Change of Control Offer shall be deemed to
be null and void and of no further effect.
On the Change of Control Payment Date, Adelphia shall (a) accept for payment
Notes or portions thereof tendered pursuant to the Change of Control Offer, (b)
deposit with the Paying Agent money sufficient to pay the purchase price of all
Notes or portions thereof so tendered and (c) deliver or cause to be delivered
to the Trustee Notes so accepted together with an Officers' Certificate stating
the Notes or portions thereof tendered to Adelphia. The Paying Agent shall
promptly mail to each holder of Notes so accepted payment in an amount equal to
the purchase price for such Notes, and the Trustee shall promptly authenticate
and mail to such holder a new Note equal in principal amount to any unpurchased
portion of the Notes surrendered; provided that each such new Note shall be
issued in an original principal amount in denominations of $1,000 and integral
multiples thereof.
There shall be no purchase of any Notes pursuant to this covenant if there
has occurred (prior to, on or after, as the case may be, the tender of such
Notes pursuant to the Change of Control Offer, by the holders of such Notes)
and is continuing an Event of Default. The Paying Agent will promptly return to
the respective holders thereof any Notes (a) the tender of which has been
withdrawn in compliance with the Indenture or (b) held by it during the
continuance of an Event of Default (other than a default in the payment of the
Change of Control Purchase Price with respect to such Notes).
Because a "Change of Control" for purposes of this covenant is defined in
terms of "beneficial ownership" (as defined in Rule 13d-3 under the Exchange
Act) of voting power, there may be circumstances in which the Rigas Family
could beneficially own (for purposes of Rule 13d-3) more than 35% of the
outstanding voting Capital Stock of Adelphia through options, warrants or other
purchase rights while directly holding 35% or less of the total voting power
required to elect or designate for election a majority of Adelphia's Board of
Directors, without a Change of Control Triggering Event occurring. Further, a
change in the composition of the Board of Directors of Adelphia could occur
without the occurrence of a Change of Control Triggering Event if either the
election or the nomination of the new directors was approved by two-thirds of
the continuing directors or by the Rigas Family and its Affiliates. See
"Certain Definitions--Change of Control."
Adelphia's Other Public Debt
In addition to the Notes, Adelphia has outstanding 10 1/4% Senior Notes due
2011, 10 7/8% Senior Notes due 2010, 9 3/8% Senior Notes due 2009, 7 7/8%
Senior Notes due 2009, 7 1/2% Senior Notes due 2004, 7 3/4% Senior Notes due
2009, 8 1/8% Senior Notes due 2003, 8 3/8% Senior Notes due 2008, 9 1/4% Senior
Notes due 2002, 9 7/8% Senior Notes due 2007, 10 1/2% Senior Notes due 2004, 9
1/2% Senior Pay-In-Kind Notes due 2004 and 9 7/8% Senior Debentures due 2005.
For ease of reference, we refer to all of this debt as Adelphia's other senior
public debt in this prospectus supplement. Adelphia also has outstanding 6%
Convertible Subordinated Notes due 2006 and 3.25% Convertible Subordinated
Notes due 2021.
The Indenture and the indentures for Adelphia's other senior public debt,
which together represent outstanding indebtedness in the aggregate principal
amount of approximately $4.9 billion as of June 30, 2001, adjusted for this
offering, provide that Adelphia must make an offer to purchase such debt at a
purchase price equal to 100% of the principal amount thereof, plus any accrued
but unpaid interest thereon, in the event of circumstances identical to those
which trigger a Change of Control Offer under this covenant. In addition, the
credit agreements of Adelphia's subsidiaries
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generally contain provisions under which circumstances that would trigger a
Change of Control Offer under this covenant would constitute an event of
default under such credit agreements. In the event that Adelphia is required to
purchase its outstanding other senior public debt and the Notes in accordance
with such provisions, and the indebtedness under subsidiary credit agreements
were to be accelerated, the source of funds for such purchases or payments will
be Adelphia's available cash, cash generated from Adelphia's operating
activities, and other sources including borrowings, asset sales or equity
sales. There can be no assurance that sufficient funds would be available to
make any required repurchases under the Indenture and under the indentures for
our other senior public debt or any such required payments under such credit
agreements. Although in the past Adelphia has been able to both refinance its
indebtedness or obtain new financing, there can be no assurance that Adelphia
would be able to do so under such circumstances or that, if Adelphia were able
to do so, the terms would be favorable to Adelphia. In the event that Adelphia
is required to make a Change of Control Offer, Adelphia will comply with all
applicable tender offer rules including Rule 14e-1 under the Exchange Act, to
the extent applicable.
Our 6% convertible subordinated notes due 2006 and 3.25% convertible
subordinated notes due 2021 are subordinated to our other senior public debt
and we will designate the Notes as senior debt for purposes of these
subordinated notes. Upon a payment default on senior debt or notice of default
other than a payment default on senior debt which permits acceleration,
Adelphia may not pay principal or interest (other than with permitted junior
securities) on these subordinated notes until the payment default is cured or
180 days have elapsed in the case of a non-cured, non-payment default. Only one
payment blockage notice may be sent with respect to the same event of default
and no new payment blockage notice may be sent unless 360 days have elapsed
since the initial effectiveness of a prior payment blockage notice. Adelphia
may be required to offer to purchase these subordinated notes upon a change in
control of Adelphia, upon a delisting of Adelphia's Class A common stock, upon
a sale of all or substantially all of Adelphia assets, or upon the Rigas Family
acquiring in excess of 70 percent of Adelphia's Class A common stock. These
subordinated notes also contain events of default similar to the Notes. These
subordinated notes are convertible at the option of the holders into Adelphia's
common stock.
Events of Default
The following events are defined in the Indenture as "Events of Default" with
respect to the Notes: (i) default in payment of any principal of such Notes;
(ii) default for 30 days in payment of any interest on such Notes; (iii)
default by Adelphia in the observance or performance of any other covenant in
such Notes or the Indenture for 60 days after written notice from the Trustee
or the holders of not less than 25% in aggregate principal amount of such Notes
then outstanding; (iv) failure to pay when due principal, interest or premium
aggregating $10,000,000 or more with respect to any Indebtedness of Adelphia or
any Restricted Subsidiary or the acceleration of any such Indebtedness which
default shall not be cured or waived, or such acceleration shall not be
rescinded or annulled, within ten days after written notice as provided in the
Indenture; (v) any final judgment or judgments for the payment of money in
excess of $10,000,000 shall be rendered against Adelphia or any Restricted
Subsidiary and shall not be discharged for any period of 60 consecutive days
during which a stay of enforcement shall not be in effect; or (vi) certain
events involving bankruptcy, insolvency or reorganization of Adelphia or any
Restricted Subsidiary with liabilities of greater than $10,000,000 under
generally accepted accounting principles as of the date of such bankruptcy,
insolvency or reorganization. The Trustee may withhold notice to the holders of
the Notes of any default (except in payment of principal or interest on the
Notes) if the Trustee considers it to be in the best interest of the holders of
the Notes to do so.
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If an Event of Default (other than an Event of Default resulting from
certain events of bankruptcy, insolvency or reorganization) shall have occurred
and be continuing, the Trustee or the holders of not less than 25% in aggregate
principal amount of the Notes then outstanding may declare to be immediately
due and payable the principal amount of all of the Notes then outstanding plus
accrued but unpaid interest to the date of acceleration; provided, however,
that after such acceleration but before a judgment or decree based on
acceleration is obtained by the Trustee, the holders of a majority in aggregate
principal amount of such outstanding Notes may, under certain circumstances,
rescind and annul such acceleration if all Events of Default, other than the
nonpayment of accelerated principal or interest, have been cured or waived as
provided in the Indenture. In case an Event of Default resulting from certain
events of bankruptcy, insolvency or reorganization shall occur, such amount
with respect to all of the Notes shall be due and payable immediately without
any declaration or other act on the part of the Trustee or the holders
of Notes.
The holders of a majority in principal amount of the Notes then outstanding
shall have the right to waive any existing default or compliance with any
provision of the Indenture or of the Notes and to direct the time, method and
place of conducting any proceeding for any remedy available to the Trustee,
subject to certain limitations specified in the Indenture.
No holder of the Notes will have any right to institute any proceeding with
respect to the Indenture or for any remedy thereunder, unless such holder shall
have previously given to the Trustee written notice of a continuing Event of
Default and unless also the holders of at least 25% in aggregate principal
amount of the outstanding Notes shall have made written request and offered
reasonable indemnity to the Trustee to institute such proceeding as a trustee,
and unless the Trustee shall not have received from the holders of a majority
in aggregate principal amount of the outstanding Notes a direction inconsistent
with such request and shall have failed to institute such proceeding within 60
days. However, such limitations do not apply to a suit instituted by a holder
of a Note for enforcement of payment of the principal of or interest on such
Note on or after the respective due dates expressed in such Note.
Defeasance and Covenant Defeasance
Adelphia may elect either (a) to defease and be discharged from any and all
obligations with respect to the Notes (except for the obligations to register
the transfer or exchange of the Notes, to replace temporary or mutilated,
destroyed, lost or stolen Notes of such series to maintain an office or agency
in respect of the Notes and to hold monies for payment in trust) ("defeasance")
or (b) to be released from its obligations with respect to the Notes under
certain covenants contained in the Indenture and described above under
"Covenants" ("covenant defeasance"), upon the deposit with the Trustee (or
other qualifying trustee), in trust for such purpose, of money and/or U.S.
Government Obligations which through the payment of principal and interest in
accordance with their terms will provide money, in an amount sufficient to pay
the principal of and interest on the Notes, on the scheduled due dates therefor
in accordance with the terms of the Indenture. Such a trust may only be
established if, among other things, Adelphia has delivered to the Trustee an
Opinion of Counsel (as specified in the Indenture) to the effect that the
holders of the Notes or persons in their positions will not recognize income,
gain or loss for federal income tax purposes as a result of such defeasance or
covenant defeasance and will be subject to federal income tax on the same
amounts, in the same manner and at the same times as would have been the case
if such defeasance or covenant defeasance had not occurred. Such opinion, in
the case of defeasance under clause (a) above, must refer to and be based upon
a private ruling of the Internal Revenue Service concerning the Notes or a
ruling of general effect published by the Internal Revenue Service.
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Modification of Indenture
From time to time, Adelphia and the Trustee may, without the consent of any
holders of the Notes, amend the Indenture or the Notes or supplement the
Indenture for certain specified purposes, including providing for
uncertificated Notes in addition to certificated Notes, and curing any
ambiguity, defect or inconsistency, or making any other change that does not
materially and adversely affect the rights of any holder. Adelphia and the
Trustee, with the consent of holders of at least one-half in principal amount
of the outstanding Notes, may modify or supplement the Indenture with respect
to the Notes, except that no such modification shall, without the consent of
each holder affected thereby, (i) reduce the amount of Notes whose holders must
consent to an amendment, supplement, or waiver to the Indenture or the Notes,
(ii) reduce the rate of or change the time for payment of interest on any Note,
(iii) reduce the principal of or change the stated maturity of any Note, (iv)
make any Note payable in money other than that stated in the Note or change the
place of payment from New York, New York, (v) change the amount or time of any
payment required by the Notes or provide for the redemption of the Notes prior
to maturity, (vi) waive a default on the payment of the principal of, interest
on, or redemption payment with respect to any Note, or (vii) take any other
action otherwise prohibited by the Indenture to be taken without the consent of
each holder affected thereby.
Reports to Holders
So long as Adelphia is subject to the periodic reporting requirements of the
Exchange Act it will continue to furnish the information required thereby to
the Commission and to the holders of the Notes. Even if Adelphia is entitled
under the Exchange Act not to furnish such information to the Commission or to
the holders of the Notes, it will nonetheless continue to furnish such
information to the Commission (at such time as it would be required to file
such reports under the Exchange Act) and to the Trustee and the holders of the
Notes (within 15 days thereafter as required by the Indenture) as if it were
subject to such periodic reporting requirements.
Compliance Certificate
Adelphia will deliver to the Trustee on or before 105 days after the end of
its fiscal year and on or before 50 days after the end of its second fiscal
quarter in each year an Officer's Certificate stating whether or not the
signers know of any Default or Event of Default that has occurred. If they do,
the certificate will describe the Default or Event of Default and its status.
Global Notes
Adelphia has established a depositary arrangement with The Depository Trust
Company with respect to the Notes, the terms of which are summarized below.
Upon issuance, all Notes will be represented by one or more Global Notes.
The Global Notes representing the Notes will be deposited with, or on behalf
of, the Depositary and will be registered in the name of the Depositary or a
nominee of the Depositary. No Global Notes may be transferred except as a whole
by a nominee of the Depositary to the Depositary or to another nominee of the
Depositary, or by the Depositary or such nominee to a successor of the
Depositary or a nominee of such successor.
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So long as the Depositary or its nominee is the registered owner of a Global
Note, the Depositary or its nominee, as the case may be, will be the sole
Holder of the Notes represented thereby for all purposes under the Indenture.
Except as otherwise provided in this section, each actual purchaser of each
Note represented by a Global Note ("Beneficial Owner") will not be entitled to
receive physical delivery of certificated Notes and will not be considered the
holders thereof for any purpose under the Indenture, and no Global Note
representing the Notes shall be exchangeable or transferable. Accordingly, each
Beneficial Owner must rely on the procedures of the Depositary and, if such
Beneficial Owner is not a Participant, on the procedures of the Participant
through which such Beneficial Owner owns its interest in order to exercise any
rights of a Holder under such Global Note or the Indenture. The laws of some
jurisdictions require that certain purchasers of securities take physical
delivery of such securities in certificated form. Such limits and such laws may
impair the ability to transfer beneficial interests in a Global Note
representing the Notes.
The Global Notes representing the Notes will be exchangeable for
certificated Notes of like tenor and terms and of differing authorized
denominations aggregating a like principal amount, only if (i) the Depositary
notifies Adelphia that it is unwilling or unable to continue as Depositary for
the Global Notes, (ii) the Depositary ceases to be a clearing agency registered
under the Securities Exchange Act of 1934, as amended (the "Exchange Act"),
(iii) Adelphia in its sole discretion determines that the Global Notes shall be
exchangeable for certificated Notes or (iv) there shall have occurred and be
continuing an Event of Default under the Indenture with respect to the Notes.
Upon any such exchange, the certificated Notes shall be registered in the names
of the Beneficial Owners of the Global Notes representing the Notes, which
names shall be provided by the Depositary's relevant Participants (as
identified by the Depositary) to the Trustee.
The following is based on information furnished by the Depositary:
The Depositary will act as securities depository for the Notes. The
Notes will be issued as fully registered securities registered in the name
of Cede & Co. (the Depositary's partnership nominee) or such other name as
may be requested by an authorized representative of the Depositary. Fully
registered Global Notes will be issued for the Notes, in the aggregate
principal amount of such issue, and will be deposited with the Depositary.
The Depositary is a limited-purpose trust company organized under the
New York Banking Law, a "banking organization" within the meaning of the
New York Banking Law, a member of the Federal Reserve System, a "clearing
corporation" within the meaning of the New York Uniform Commercial Code,
and a "clearing agency" registered pursuant to the provisions of Section
17A of the Exchange Act. The Depositary holds securities that its
participants ("Direct Participants") deposit with the Depositary. The
Depositary also facilitates the settlement among Participants of securities
transactions, such as transfers and pledges, in deposited securities
through electronic computerized/book-entry changes to Direct Participants'
accounts, thereby eliminating the need for physical movement of securities
certificates. Direct Participants of the Depositary include securities
brokers and dealers (including the Underwriters), banks, trust companies,
clearing corporations and certain other organizations. The Depositary is
owned by a number of its Direct Participants and by the New York Stock
Exchange, Inc., the American Stock Exchange, Inc., and the National
Association of Securities Dealers, Inc. Access to the Depositary's system
is also available to others such as securities brokers and dealers, banks,
and trust companies that clear through or maintain a custodial relationship
with a Direct Participant, either directly or indirectly ("Indirect
Participants"). The rules applicable to the Depositary and
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its Direct and Indirect Participants are on file with the Securities and
Exchange Commission (the "Commission").
Purchases of Notes under the Depositary's system must be made by or
through Direct Participants, which will receive a credit for such Notes on
the Depositary's records. The ownership interest of each Beneficial Owner
is in turn to be recorded on the Direct and Indirect Participants' records.
Beneficial Owners will not receive written confirmation from the Depositary
of their purchase, but Beneficial Owners are expected to receive written
confirmations providing details of the transaction, as well as periodic
statements of their holdings, from the Direct or Indirect Participants
through which such Beneficial Owner entered into the transaction. Transfers
of ownership interests in the Global Notes representing the Notes are to be
accomplished by entries made on the books of Participants acting on behalf
of Beneficial Owners. Beneficial Owners of the Notes will not receive
certificated Notes representing their ownership interests therein, except
in the event that use of the book-entry system for such Notes is
discontinued.
To facilitate subsequent transfers, all Global Notes representing the
Notes which are deposited with, or on behalf of, the Depositary are
registered in the name of the Depositary's partnership nominee, Cede & Co.
or such other name as may be requested by an authorized representative of
the Depositary. The deposit of Global Notes with, or on behalf of, the
Depositary and their registration in the name of Cede & Co. or such other
nominee do not effect any change in beneficial ownership. The Depositary
has no knowledge of the actual Beneficial Owners of the Global Notes
representing the Notes; the Depositary's records reflect only the identity
of the Direct Participants to whose accounts such Notes are credited, which
may or may not be the Beneficial Owners. The Participants will remain
responsible for keeping account of their holdings on behalf of their
customers.
Conveyance of notices and other communications by the Depositary to
Direct Participants, by Direct Participants to Indirect Participants, and
by Direct and Indirect Participants to Beneficial Owners will be governed
by arrangements among them, subject to any statutory or regulatory
requirements as may be in effect from time to time.
Neither the Depositary nor Cede & Co. (nor such other Depositary
nominee) will consent or vote with respect to the Global Notes representing
the Notes. Under its usual procedure, the Depositary mails an omnibus proxy
to Adelphia as soon as possible after the applicable record date. The
omnibus proxy assigns Cede & Co.'s consenting or voting rights to those
Direct Participants to whose accounts the Notes are credited on the
applicable record date (identified in a listing attached to the omnibus
proxy).
Principal, premium, if any, and interest, on the Global Notes
representing the Notes will be made to Cede & Co., or such other nominee as
may be requested by an authorized representative of the Depositary. The
Depositary's practice is to credit Direct Participants' accounts, upon the
Depositary's receipt of funds and corresponding detail information from
Adelphia or the Trustee on payable date in accordance with their respective
holdings shown on the Depositary's records. Payments by Participants to
Beneficial Owners will be governed by standing instructions and customary
practices, as is the case with securities held for the accounts of
customers registered in "street name," and will be the responsibility of
such Participant and not of the Depositary, the Trustee or Adelphia,
subject to any statutory or regulatory requirements as may be in effect
from time to time. Payment of principal, premium, if any, and/or interest,
if any, to the
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Depositary is the responsibility of Adelphia or the Trustee, disbursement
of such payments to Direct Participants shall be the responsibility of the
Depositary, and disbursement of such payments to the Beneficial Owners
shall be the responsibility of Direct and Indirect Participants.
The Depositary may discontinue providing its services as securities
depository with respect to the Notes at any time by giving reasonable
notice to Adelphia or the Trustee. Under such circumstances, in the event
that a successor securities depository is not obtained, certificated Notes
are required to be printed and delivered.
Adelphia may decide to discontinue use of the system of book-entry
transfers through the Depositary (or a successor securities depository). In
that event, certificated Notes will be printed and delivered.
The information in this section concerning the Depositary and the
Depositary's system has been obtained from sources that Adelphia believes to be
reliable, but Adelphia takes no responsibility for the accuracy thereof.
The Trustee
The Bank of New York, successor entity by acquisition to Harris Trust
Company of New York, is to be the Trustee under the Indenture and is the
initial Registrar and Paying Agent with regard to the Notes. The Bank of New
York also serves as Registrar and Paying Agent and Trustee under the indentures
with respect to the 10 1/4% Notes, 10 7/8% Notes, the 9 3/8% Notes, the 7 7/8%
Notes, the 7 1/2% Notes, the 7 3/4% Notes, the 8 1/8% Notes, the 8 3/8% Notes,
the 9 1/4% Notes, the 9 7/8% Notes, the 10 1/2% Notes, the 9 1/2% Notes, the 9
7/8% Debentures, the 6% Convertible Subordinated Notes due 2006 and the 3.25%
Convertible Subordinated Notes due 2021 as well as indentures with respect to
Adelphia Business Solutions' and Olympus' public debt. The Indenture provides
that, except during the continuance of an Event of Default, the Trustee will
perform only such duties as are specifically set forth in the Indenture. During
the existence of an Event of Default, the Trustee will exercise such rights and
powers vested in it under the Indenture and use the same degree of care and
skill in its exercise as a prudent person would exercise under the
circumstances in the conduct of such person's own affairs.
Certain Definitions
Set forth below is a summary of some of the defined terms used in the
covenants contained in the Indenture. We refer you to the Indenture for the
full definition of all such terms as well as any other capitalized terms used
herein for which no definition is provided.
"Affiliate" means a Person (i) which directly or indirectly through one or
more intermediaries controls, or is controlled by, or is under common control
with, Adelphia, (ii) which beneficially owns or holds 10% or more of any class
of the voting Capital Stock of Adelphia, or (iii) of which 10% or more of the
voting Capital Stock is beneficially owned or held by Adelphia, a Restricted
Subsidiary or an Unrestricted Subsidiary of Adelphia. Without limitation, an
Affiliate also includes any director or executive officer of Adelphia. As used
herein, "Affiliate" shall not include a Restricted Subsidiary.
"Aggregate Excess Restricted Investments" means for any fiscal quarter the
aggregate of Excess Restricted Investments with respect to the Restricted
Investments in all of the Unrestricted Subsidiaries and Affiliates of Adelphia.
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"Allowable Securities" means (i) cash equivalents, (ii) common or preferred
Capital Stock in a Person which (x) has Investment Grade Senior Debt or (y)
whose ratio of Indebtedness plus Preferred Stock to Annualized Pro Forma EBITDA
is less than 7.75:1, or (iii) debt securities issued by a Person which (x) has
Investment Grade Senior Debt or (y) whose Leverage Ratio is less than 7.75:1,
provided that the securities in (ii)(y) and (iii)(y) above shall only be deemed
to be Allowable Securities if the principal business of the Person is owning
and operating cable television systems.
"Annualized Pro Forma EBITDA" means, with respect to any Person, (i) such
Person's Pro Forma EBITDA for the latest fiscal quarter multiplied by four,
minus (ii) in the case of Adelphia only, Adelphia's Aggregate Excess Restricted
Investments for such fiscal quarter.
"Asset Sale" means the sale, transfer or other disposition (other than to
Adelphia or any of its Restricted Subsidiaries) in any single transaction or
series of related transactions of (a) any Capital Stock of or other equity
interest in any Restricted Subsidiary, (b) all or substantially all of the
assets of Adelphia or of any Restricted Subsidiary, or (c) all or substantially
all of the assets of a Company System or part thereof serving at least 5,000
basic subscribers, a division, line of business or comparable business segment
of Adelphia or any Restricted Subsidiary.
"Capital Stock" means, with respect to any Person, any and all shares or
other equivalents (however designated) of corporate stock, partnership
interests or any other participation, right or other interest in the nature of
an equity interest in such Person or any option, warrant or other security
convertible into any of the foregoing.
"Capital Stock Sale Proceeds" means the aggregate net sale proceeds
(including the fair market value of property, other than cash, as determined by
an independent appraisal firm) received by Adelphia from the issue or sale
(other than to a Subsidiary) by Adelphia of any class of its Capital Stock on
or after January 1, 1993 (including Capital Stock of Adelphia issued after
January 1, 1993 upon conversion of or in exchange for other securities of
Adelphia).
"Capitalized Lease Obligations" means Indebtedness represented by
obligations under a lease that is required to be capitalized for financial
reporting purposes in accordance with generally accepted accounting principles
and the amount of such Indebtedness shall be the capitalized amount of such
obligations determined in accordance with generally accepted accounting
principles.
"Change of Control" means such time as (i) (a) a "person" or "group" (within
the meaning of Sections 13(d) and 14(d)(2) of the Exchange Act), other than the
Rigas Family and its Affiliates, becomes the "beneficial owner" (as defined in
Rule 13d-3 under the Exchange Act) of more than 35% of the total voting power
required to elect or designate for election a majority of Adelphia's Board of
Directors and attaching to the then outstanding voting Capital Stock of
Adelphia and (b) the Rigas Family, together with its Affiliates, is not at such
time the "beneficial owner" (as defined in Rule 13d-3 under the Exchange Act)
of more than 35% of the total voting power required to elect or designate for
election a majority of Adelphia's Board of Directors and attaching to the then
outstanding voting Capital Stock of Adelphia, or (ii) during any period of two
consecutive calendar years, individuals who at the beginning of such period
constituted Adelphia's Board of Directors (together with any new directors
whose election by Adelphia's Board of Directors or whose nomination for
election by Adelphia's stockholders was approved by a vote of at least two-
thirds of the directors then still in office who either were directors at the
beginning of such period or whose election or nomination for election was
previously so approved or approved by the Rigas Family and its Affiliates at a
time when they had the right or ability by voting right, contract or otherwise
to elect or designate for
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election a majority of Adelphia's Board of Directors) cease for any reason to
constitute a majority of the directors then in office.
"Change of Control Triggering Event" means the occurrence of both a Change
of Control and a Rating Decline.
"Consolidated Fixed Charge Ratio" means, for any Person, for any period, the
ratio of (i) Annualized Pro Forma EBITDA to (ii) Consolidated Interest Expense
for such period multiplied by four.
"Consolidated Interest Expense" means, for any Person, for any period, the
amount of interest in respect of Indebtedness (including amortization of
original issue discount, amortization of debt issuance costs, and non-cash
interest payments on any Indebtedness and the interest portion of any deferred
payment obligation and after taking into account the effect of elections made
under any Interest Rate Agreement, however denominated, with respect to such
Indebtedness), the amount of Redeemable Dividends and the interest component of
rentals in respect of any Capitalized Lease Obligation paid, accrued or
scheduled to be paid or accrued by such Person during such period, determined
on a consolidated basis in accordance with generally accepted accounting
principles. For purposes of this definition, interest on a Capitalized Lease
Obligation shall be deemed to accrue at an interest rate reasonably determined
by such Person to be the rate of interest implicit in such Capitalized Lease
Obligation in accordance with generally accepted accounting principles
consistently applied.
"Cumulative Credit" means the sum of (i) Capital Stock Sale Proceeds plus
(ii) cumulative EBITDA of Adelphia from and after January 1, 1993 to the end of
the fiscal quarter immediately preceding the date of a proposed Restricted
Payment, or, if such cumulative EBITDA for such period is negative, minus the
amount by which such cumulative EBITDA is less than zero.
"Cumulative Interest Expense" means the aggregate amount of Consolidated
Interest Expense paid, accrued or scheduled to be paid or accrued by Adelphia
from January 1, 1993 to the end of the fiscal quarter immediately preceding a
proposed Restricted Payment, determined on a consolidated basis in accordance
with generally accepted accounting principles.
"Deconsolidating Event" means any sale, transfer or other disposition,
through one or more transactions, as a result of which Adelphia is no longer
required under accounting principles generally accepted in the United States of
America to include Adelphia Business Solutions as a consolidated subsidiary for
financial reporting purposes.
"EBITDA" means, for any Person, for any period, an amount equal to (A) the
sum of (i) consolidated net income for such period (exclusive of any gain or
loss realized in such period upon an Asset Sale), plus (ii) the provision for
taxes for such period based on income or profits to the extent such income or
profits were included in computing consolidated net income and any provision
for taxes utilized in computing net loss under clause (i) hereof, plus (iii)
Consolidated Interest Expense for such period, plus (iv) depreciation for such
period on a consolidated basis, plus (v) amortization of intangibles for such
period on a consolidated basis, plus (vi) any other non-cash items reducing
consolidated net income for such period, minus (B) all non-cash items
increasing consolidated net income for such period, all for such Person and its
Subsidiaries determined in accordance with generally accepted accounting
principles consistently applied, except that with respect to Adelphia each of
the foregoing items shall be determined on a consolidated basis with respect to
Adelphia and its Restricted Subsidiaries only.
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"Excess Restricted Investment" means, with respect to any particular
Unrestricted Subsidiary or Affiliate of Adelphia for a fiscal quarter, the
lesser of the amounts described in the following clauses (i) and (ii), or, if
such amounts are equal, such amount:
(i) the aggregate amount of any Restricted Investments (other than the
Initial Investment) made by Adelphia or any Restricted Subsidiary
with respect to such Unrestricted Subsidiary or Affiliate and during
the twelve-month period ending on the last day of such fiscal
quarter;
(ii) cash income received during such quarter by Adelphia with respect to
its Restricted Investments in such Unrestricted Subsidiary or
Affiliate multiplied by four;
and provided that cash income from a particular Restricted Investment shall be
included only (x) if cash income has been received by Adelphia with respect to
such Restricted Investment during each of the previous two fiscal quarters, or
(y) if the cash income derived from such Restricted Investment is attributable
to Allowable Securities.
"Exchange Act" means the Securities Exchange Act of 1934, as amended.
"Indebtedness" is defined to mean (without duplication), with respect to any
Person, any indebtedness, secured or unsecured, contingent or otherwise, which
is for borrowed money (whether or not the recourse of the lender is to the
whole of the assets of such Person or only to a portion thereof), or evidenced
by bonds, notes, debentures or similar instruments or representing the balance
deferred and unpaid of the purchase price of any property (excluding, without
limitation, any balances that constitute subscriber advance payments and
deposits, accounts payable or trade payables, and other accrued liabilities
arising in the ordinary course of business) if and to the extent any of the
foregoing indebtedness would appear as a liability upon a balance sheet of such
Person prepared in accordance with generally accepted accounting principles,
and shall also include, to the extent not otherwise included (i) any
Capitalized Lease Obligations, (ii) obligations secured by a lien to which the
property or assets owned or held by such Person is subject, whether or not the
obligation or obligations secured thereby shall have been assumed, (iii)
guaranties of items of other Persons which would be included within this
definition for such other Persons (whether or not such items would appear upon
the balance sheet of the guarantor), (iv) in the case of Adelphia, Preferred
Stock of its Restricted Subsidiaries and (v) obligations of any such Person
under any Interest Rate Agreement applicable to any of the foregoing.
Notwithstanding the foregoing, Indebtedness shall not include any interest or
accrued interest until due and payable.
"Initial Investment" means the Restricted Investment in a Person made by
Adelphia or a Restricted Subsidiary that first results in such Person becoming
an Unrestricted Subsidiary or Affiliate of Adelphia, except that in the case of
Olympus, "Initial Investment" shall mean any Restricted Investment made in
Olympus since February 22, 1994, but only to the extent that such Restricted
Investment when aggregated with the other Restricted Investments made in
Olympus since such date does not exceed $25,000,000.
"Interest Rate Agreement" means, for any Person, any interest rate swap
agreement, interest rate cap agreement, interest rate collar agreement or other
similar agreement designed to protect the party indicated therein against
fluctuations in interest rates.
"Investment Grade Senior Debt" means, with respect to any Person,
Indebtedness of such Person which has been rated with an investment grade
rating by Moody's or Standard & Poor's.
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"Leverage Ratio" is defined as the ratio of (i) the outstanding Indebtedness
of a Person and its Subsidiaries (or in the case of Adelphia, its Restricted
Subsidiaries) divided by (ii) the Annualized Pro Forma EBITDA of such Person.
"Lien" means with respect to any property or assets of Adelphia (it being
understood that for purposes of this definition property or assets of Adelphia
do not include property or assets of any Subsidiary of Adelphia) any mortgage
or deed of trust, pledge, hypothecation, assignment, deposit arrangement,
security interest, lien, charge, easement (other than any easement not
materially impairing usefulness or marketability), encumbrance, preference,
priority, or other security agreement or preferential arrangement of any kind
or nature whatsoever on or with respect to such property or assets (including
without limitation, any Capitalized Lease Obligation, conditional sale, or
other title retention agreement having substantially the same economic effect
as any of the foregoing) except for (i) liens for taxes, assessments or
governmental charges or levies on property if the same shall not at the time be
delinquent or thereafter can be paid without penalty, or are being contested in
good faith and by appropriate proceedings; (ii) liens imposed by law, such as
carriers', warehousemen's and mechanics' liens and other similar liens arising
in the ordinary course of business which secure payment of obligations not more
than sixty (60) days past due or are being contested in good faith and by
appropriate proceedings; (iii) other liens incidental to the conduct of its
business or the ownership of its property and assets which were not incurred in
connection with the borrowing of money or the obtaining of advances or credit
and which do not in the aggregate materially detract from the value of its
property or assets or materially impair the use thereof in the operation of its
business; (iv) utility easements, building restrictions and such other
encumbrances or charges against real property as are of a nature generally
existing with respect to properties of a similar character; or (v) liens
arising upon entry of a confession of judgment in Pennsylvania courts in
connection with borrowings not in excess of $1,000,000 in aggregate.
"Permitted Investments" means, for any Person, Restricted Investments made
on or after February 22, 1994 consisting of (i) advances for less than one year
issued in the ordinary course of business for working capital purposes or for
the purchase of property, plant and equipment in an amount not to exceed
$5,000,000 in the aggregate outstanding, (ii) with respect to a Restricted
Investment in Olympus, $25,000,000 plus the aggregate amount of cash income
received by Adelphia from Olympus, minus the aggregate amount of all Restricted
Investments made since February 22, 1994, with respect to Olympus, (iii)
$20,000,000 plus the cash proceeds from the sale or redemption of, or income
from, any Restricted Investments made on or after January 1, 1993, minus the
aggregate amount of all Restricted Investments (excluding Restricted
Investments made with respect to Olympus) since January 1, 1993, (iv) non-cash
Restricted Investments made with the non-cash proceeds from the sale or
redemption of, or income from, any Restricted Investments, or (v) an amount
which, at the time of such Restricted Investment, does not exceed the amount of
Restricted Payments that could then be made by Adelphia and its Restricted
Subsidiaries under the covenant set forth under "Limitations on Restricted
Payments;" provided further that no Restricted Investments may be made under
(ii), (iii), (iv) or (v) unless pro forma for such Restricted Investment
Adelphia could incur $1 of debt under the first paragraph of the covenant set
forth under "Limitation on Indebtedness."
"Permitted Refinancing Indebtedness" means any renewals, extensions,
substitutions, refinancings or replacements of any Indebtedness, including any
successive extensions, renewals, substitutions, refinancings or replacements so
long as (i) the aggregate amount of Indebtedness represented thereby is not
increased by such renewal, extension, substitution, refinancing or replacement,
(ii) in the case of Indebtedness of Adelphia, the average life and the date
such
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Indebtedness is scheduled to mature is not shortened and (iii) in the case of
Indebtedness of Adelphia, the new Indebtedness shall not be senior in right of
payment to the Indebtedness that is being extended, renewed, substituted,
refinanced or replaced.
"Preferred Stock" means any Capital Stock of a Person, however designated,
which entitles the holder thereof to a preference with respect to dividends,
distributions or liquidation proceeds of such Person over the holders of other
Capital Stock issued by such Person.
"Pro Forma EBITDA" means for any Person, for any period, the EBITDA of such
Person as determined on a consolidated basis in accordance with generally
accepted accounting principles consistently applied after giving effect to the
following: (i) if, during or after such period, such Person or any of its
Subsidiaries shall have made any Asset Sale, Pro Forma EBITDA of such Person
and its Subsidiaries for such period shall be reduced by an amount equal to the
Pro Forma EBITDA (if positive) directly attributable to the assets which are
the subject of such Asset Sale for the period or increased by an amount equal
to the Pro Forma EBITDA (if negative) directly attributable thereto for such
period and (ii) if, during or after such period, such Person or any of its
Subsidiaries completes an acquisition of any Person or business which
immediately after such acquisition is a Subsidiary of such Person or whose
assets are held directly by such Person or a Subsidiary of such Person, Pro
Forma EBITDA shall be computed so as to give pro forma effect to the
acquisition of such Person or business; and provided further that, with respect
to Adelphia, all of the foregoing references to "Subsidiary" or "Subsidiaries"
shall be deemed to refer only to a "Restricted Subsidiary" or "Restricted
Subsidiaries" of Adelphia.
"Rating Date" means the date which is 90 days prior to the earlier of (i) a
Change of Control and (ii) public notice of the occurrence of a Change of
Control or of the intention of Adelphia to effect a Change of Control.
"Rating Decline" means the occurrence of the following on, or within 90 days
after, the date of public notice of the occurrence of a Change of Control or of
the intention by Adelphia to effect a Change of Control (which period shall be
extended so long as the rating of the Notes is under publicly announced
consideration for possible downgrade by Moody's or Standard & Poor's): (a) in
the event the Notes are rated by either Moody's or Standard & Poor's on the
Rating Date as Investment Grade Senior Debt, the rating of the Notes by both
Moody's and Standard & Poor's Corporation shall be below Investment Grade
Senior Debt; or (b) in the event the Notes are rated below Investment Grade
Senior Debt by both Moody's and Standard & Poor's on the Rating Date, the
rating of the Notes by either Moody's or Standard and Poor's shall be decreased
by one or more gradations (including gradations within rating categories as
well as between rating categories).
"Redeemable Dividend" means, for any dividend with regard to Redeemable
Stock, the quotient of the dividend divided by the difference between one and
the maximum statutory federal income tax rate (expressed as a decimal number
between 1 and 0) then applicable to the issuer of such Redeemable Stock.
"Redeemable Stock" means, with respect to any Person, any Capital Stock that
by its terms or otherwise is required to be redeemed or is redeemable at the
option of the holder at any time prior to the maturity of the Notes.
"Restricted Investment" means any advance, loan, account receivable (other
than an account receivable arising in the ordinary course of business), or
other extension of credit (excluding, however, accrued and unpaid interest in
respect of any advance, loan or other extension of credit) or any capital
contribution to (by means of transfers of property to others, payments for
property or
S-39
services for the account or use of others, or otherwise), any purchase or
ownership of any stocks, bonds, notes, debentures or other securities
(including, without limitation, any interests in any partnership or joint
venture) of, or any bank accounts with or guarantee of any Indebtedness or
other obligations of, any Unrestricted Subsidiary or Affiliate of Adelphia.
"Restricted Payment" means (i) any dividend or distribution (whether made in
cash, property or securities), on or with respect to any shares of Capital
Stock of Adelphia or Capital Stock of any Subsidiary which is consolidated with
Adelphia in accordance with generally accepted accounting principles
consistently applied, except for any dividend or distribution which is made
solely to Adelphia or another Subsidiary or dividends or distributions payable
solely in shares of Common Stock of Adelphia, or (ii) any redemption,
repurchase, retirement or other direct or indirect acquisition of (a)
Indebtedness of Adelphia which is subordinate in right of payment to the Notes,
except by exchange for or out of the proceeds of the substantially concurrent
issuance of Permitted Refinancing Indebtedness or from the proceeds of a sale
of Capital Stock by Adelphia or (b) shares of Capital Stock of Adelphia or any
warrants, rights or options to directly or indirectly purchase or acquire any
such Capital Stock of Adelphia or any securities exchangeable for or
convertible into any such shares, other than options issued or shares purchased
or granted under Adelphia's Stock Option Plan of 1986 or Adelphia's Restricted
Stock Bonus Plan, from any employee of Adelphia or any of its Subsidiaries who,
together with any Person that, directly or indirectly, controls (other than by
virtue of being directly or indirectly the employer of such employee), is
controlled by or is under common control with such employee, owns less than 1%
of the outstanding Capital Stock of Adelphia, except for the purchase,
redemption, retirement or other acquisition of any shares of Adelphia's Capital
Stock by exchange for, or out of the proceeds of the substantially concurrent
sale of, other shares of its Capital Stock other than any capital stock which,
by its terms (or by the terms of any security into which it is convertible or
for which it is exchangeable), or upon the happening of any event, matures or
is mandatorily redeemable, pursuant to a sinking fund obligation or otherwise,
or redeemable at the option of the holder thereof, in whole or in part, on or
prior to November 1, 2006.
"Restricted Subsidiary" means (a) any Subsidiary of Adelphia, whether
existing on or after the date of the Indenture, unless such Subsidiary is an
Unrestricted Subsidiary or shall have been classified as an Unrestricted
Subsidiary by a resolution adopted by the Board of Directors of Adelphia and
(b) an Unrestricted Subsidiary which is reclassified as a Restricted Subsidiary
by a resolution adopted by the Board of Directors of Adelphia, provided that on
and after the date of such reclassification such Unrestricted Subsidiary shall
not incur Indebtedness other than that permitted to be incurred by a Restricted
Subsidiary under the provisions of the Indenture.
"Rigas Family" means collectively John J. Rigas and members of his immediate
family, any of their respective spouses, estates, lineal descendants, heirs,
executors, personal representatives, administrators, trusts for any of their
benefit and charitable foundations to which shares of Adelphia's Capital Stock
beneficially owned by any of the foregoing have been transferred.
"Subsidiary" of any specified Person means any corporation, partnership,
joint venture, association or other business entity, whether now existing or
hereafter organized or acquired, (i) in the case of a corporation, of which
more than 50% of the total voting power of the Capital Stock entitled (without
regard to the occurrence of any contingency) to vote in the election of
directors, officers or trustees thereof is held by such first-named Person or
any of its Subsidiaries; or (ii) in the
S-40
case of a partnership, joint venture, association or other business entity,
with respect to which such first-named Person or any of its Subsidiaries has
the power to direct or cause the direction of the management and policies of
such entity by contract or otherwise if in accordance with generally accepted
accounting principles such entity is consolidated with the first-named Person
for financial statement purposes.
"Unrestricted Subsidiary" means (a) any Subsidiary of an Unrestricted
Subsidiary, (b) any Subsidiary of Adelphia which is classified after the date
of the Indenture as an Unrestricted Subsidiary by a resolution adopted by the
Board of Directors of Adelphia and (c) any subsidiary which as of the date of
the Indenture has been declared an Unrestricted Subsidiary by a resolution
adopted by the Board of Directors of Adelphia; provided that a Subsidiary
organized or acquired after the date of the Indenture may be so classified as
an Unrestricted Subsidiary only if immediately after the date of such
classification, any investment by Adelphia and its Restricted Subsidiaries in
such Subsidiary made at the time of the organization or acquisition of such
Subsidiary would be a Restricted Investment permissible under the Indenture.
The Trustee shall be given prompt notice by Adelphia of each resolution adopted
by its Board of Directors under this provision, together with a copy of each
such resolution adopted.
S-41
CERTAIN UNITED STATES FEDERAL INCOME TAX CONSIDERATIONS
The following is a summary of the principal United States federal income tax
consequences of the purchase, ownership and disposition of the Notes to
beneficial owners of Notes who are United States Holders (as defined below) and
the principal United States federal income and estate tax consequences of the
purchase, ownership and disposition of the Notes to beneficial owners of Notes
who are Foreign Holders (as defined below). This discussion is based on
currently existing provisions of the Internal Revenue Code of 1986, as amended
(the "Code"), Treasury regulations promulgated thereunder, and administrative
and judicial interpretations thereof, all as in effect on the date hereof and
all of which are subject to change possibly with retroactive effect, or
different interpretations. This discussion does not address the tax
consequences to subsequent purchasers of Notes and is limited to initial
purchasers of Notes who purchase the Notes at the offering price and hold the
Notes as capital assets, within the meaning of section 1221 of the Code. This
discussion also does not address the tax consequences to Foreign Holders that
are subject to United States federal income tax on a net basis on income
realized with respect to a Note because such income is effectively connected
with the conduct of a U.S. trade or business. Such Foreign Holders are
generally taxed in a similar manner to United States Holders, but certain
special rules apply, including the branch profits tax. This discussion does not
address the tax consequences to persons who hold the Notes through a
partnership or similar pass-through entity. Moreover, this discussion is for
general information only and does not address all of the tax consequences that
may be relevant to particular initial purchasers of Notes in light of their
personal circumstances or to certain types of initial purchasers (such as
certain financial institutions, insurance companies, tax-exempt entities,
dealers in securities, former U.S. citizens and long-term residents or persons
who have hedged the risk of owning a Note) or the effect of any applicable
state, local or foreign tax laws.
YOU ARE URGED TO CONSULT YOUR OWN TAX ADVISORS AS TO THE PARTICULAR TAX
CONSEQUENCES TO YOU OF THE PURCHASE, OWNERSHIP AND DISPOSITION OF THE NOTES,
INCLUDING THE APPLICABILITY OF ANY FEDERAL TAX LAWS OR ANY STATE, LOCAL OR
FOREIGN TAX LAWS, AND ANY CHANGES (OR PROPOSED CHANGES) IN APPLICABLE TAX LAWS
OR INTERPRETATIONS THEREOF.
United States Federal Income Taxation of United States Holders.
As used herein, the term "United States Holder" means a holder of a Note
that is, for United States federal income tax purposes, (a) a citizen or
resident of the United States, (b) a corporation or other entity (other than a
partnership) created or organized in or under the laws of the United States or
any political subdivision thereof, (c) an estate the income of which is subject
to United States federal income taxation regardless of source or (d) a trust if
(i) a U.S. court is able to exercise primary supervision over the
administration of the trust and one or more U.S. persons have authority to
control all substantial decisions of the trust or (ii) the trust has elected to
be treated as a United States Holder pursuant to applicable Treasury
regulations.
Payment of Interest
Stated interest paid or accrued on the Notes will constitute qualified
stated interest and will be taxable to a United States Holder as ordinary
income in accordance with the holder's method of accounting for U.S. federal
income tax purposes. Alternatively, a United States Holder may elect to include
stated interest on the Notes (as well as original issue discount ("OID") and,
if any, market discount, de minimis market discount and unstated interest on
the Notes, as adjusted by any
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amortizable bond premium or acquisition premium) in gross income on a constant
yield basis. The mechanics and implications of such an election are complex
and, as a result, United Stated Holders should consult their own tax advisors
regarding the advisability of making such an election.
Original Issue Discount
The Notes will have OID for U.S. federal income tax purposes, and
accordingly United States Holders of Notes will be subject to special rules
relating to the accrual of income for tax purposes. United States Holders of
Notes generally must include OID in gross income for U.S. federal income tax
purposes on an annual basis under a constant yield accrual method regardless of
their regular method of tax accounting. As a result, United States Holders will
include OID in income in advance of the receipt of cash attributable to such
income. However, United States Holders of the Notes generally will not be
required to include separately in income cash payments received on such Notes,
even if denominated as interest, to the extent such payments constitute
payments of previously accrued OID.
The interest rate on the Notes may be increased by 50 basis points under
certain circumstances. The regulations governing OID provide that if a note
provides for alternative payment schedules applicable upon the occurrence of a
contingency or contingencies, and if the timing and amounts of the payments
that comprise each payment schedule are known as of the issue date, the OID of
such note is computed based on the payment schedule that is significantly more
likely than not to occur. Although not free from doubt, we intend to take the
position that these regulations governing alternative payment schedules should
apply to the Notes. Accordingly, we would determine the amount of OID based on
what we believe to be a payment schedule that is significantly more likely to
occur. However, it is not clear if our position would be upheld if challenged.
Alternatively, it is possible that the OID on the Notes should be determined
under regulations dealing with contingent payment debt instruments. Under those
regulations, a United States Holder generally would be required to accrue
interest into gross income over time using a constant yield that represents an
equivalent fixed rate debt instrument (on otherwise similar terms and
conditions). Furthermore, any gain recognized by a United States Holder on the
sale, exchange or retirement of a Note would be treated as additional interest
income. United States Holders should consult their own advisers as to the
possible application of the contingent payment debt instrument rules to the
Notes. The following discussion assumes that our position is respected and the
contingent payment debt instrument rules do not apply to our Notes.
The Notes will be treated as issued with OID equal to the excess of a Note's
"stated redemption price at maturity" over its issue price. The stated
redemption price at maturity of a Note is the total of all payments on the Note
that are not payments of "qualified stated interest." A qualified stated
interest payment is a payment of stated interest unconditionally payable, in
cash or property (other than our debt instruments), at least annually at a
single fixed rate during the entire term of the note that appropriately takes
into account the length of intervals between payments. Stated interest on the
Notes will be treated as qualified stated interest.
The amount of OID includible in income by an initial United States Holder of
a Note is the sum of the "daily portions" of OID with respect to the Note for
each day during the taxable year or portion thereof in which such United States
Holder holds such Note ("accrued OID"). A daily portion is determined by
allocating to each day in any "accrual period" a pro-rata portion of the OID
that accrued in such period. The "accrual period" of a note may be of any
length and may vary
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in length over the term of the note, provided that each accrual period is no
longer than one year and each scheduled payment of principal or interest occurs
either on the first or last day of an accrual period. The amount of OID that
accrues with respect to any accrual period is the excess of (i) the product of
the note's adjusted issue price at the beginning of such accrual period and its
yield to maturity, determined on the basis of compounding at the close of each
accrual period and properly adjusted for the length of such period, over (ii)
the amount of qualified stated interest allocable to such accrual period. The
"adjusted issue price" of a note at the start of any accrual period is equal to
its issue price, increased by the accrued OID for each prior accrual period and
reduced by any prior payments made on such note (other than payments of
qualified stated interest).
Sale, Exchange or Retirement of the Notes
Upon the sale, exchange, redemption, retirement at maturity or other
disposition of a Note, a United States Holder generally will recognize taxable
gain or loss equal to the difference between the sum of cash plus the fair
market value of all other property received on such disposition (except to the
extent such cash or property is attributable to accrued and unpaid interest,
which amount will be taxable as ordinary income unless previously included in
income) and such United States Holder's adjusted tax basis in the Note. A
United States Holder's adjusted tax basis in a Note generally will equal the
cost of the Note to such United States Holder, increased by OID included in
gross income with respect to the Note and decreased by the amount of any
payments (other than stated interest) received by such United States Holder.
Gain or loss recognized on the disposition of a Note generally will be
capital gain or loss and will be long-term capital gain or loss if, at the time
of such disposition, the United States Holder's holding period for the Note is
more than one year. The deduction of capital losses is subject to certain
limitations. United States Holders of Notes should consult tax advisors
regarding the treatment of capital gains and losses.
Backup Withholding and Information Reporting
Backup withholding and information reporting requirements may apply to
certain payments ("reportable payments") of principal and interest on a Note,
and to proceeds of the sale or redemption of a Note before maturity. We, our
agent, a broker, the Trustee or any paying agent, as the case may be, will be
required to withhold from any reportable payment that is subject to backup
withholding a backup withholding tax on such payment if, among other things, a
United States Holder fails to furnish his taxpayer identification number
(social security or employer identification number), certify that such number
is correct, certify that such holder is not subject to backup withholding or
otherwise comply with the applicable requirements of the backup withholding
rules. Certain United States Holders, including all corporations, are not
subject to backup withholding and information reporting requirements for
payments made in respect of the Notes. Any amounts withheld under the backup
withholding rules from a reportable payment to a United States Holder will be
allowed as a credit against such United States Holder's United States federal
income tax and may entitle the holder to a refund, provided that the required
information is furnished to the Internal Revenue Service ("IRS").
The amount of any reportable payments, including interest, made to the
record United States Holders of Notes (other than to holders which are exempt
recipients) and the amount of tax withheld, if any, with respect to such
payments will be reported to such United States Holders and to the IRS for each
calendar year.
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United States Federal Income Taxation of Foreign Holders
As used herein, the term "Foreign Holder" means a holder (other than a
partnership or an entity treated as a partnership for United States federal
income tax purposes) of a Note that is, for United States federal income tax
purposes, neither a United States Holder, as defined above nor a former U.S.
citizen or long-term resident, as defined in section 877 of the Code.
Payment of Interest on Notes
In general, payments of interest (whether the interest is stated interest or
OID) received by a Foreign Holder will not be subject to a United States
federal withholding tax, provided that (a)(i) the Foreign Holder does not
actually or constructively own 10% or more of the total combined voting power
of all classes of stock of Adelphia entitled to vote, (ii) the Foreign Holder
is not a controlled foreign corporation that is related to Adelphia actually or
constructively through stock ownership, (iii) the Foreign Holder is not a bank
receiving interest described in section 881 (c)(3)(A) of the Code, and (iv)
either (A) the beneficial owner of the Note, under penalties of perjury,
provides us or our agent with such beneficial owner's name and address and
certifies on IRS Form W-8BEN (or a suitable substitute form) that it is not a
United States Holder or (B) a securities clearing organization, bank or other
financial institution that holds customers' securities in the ordinary course
of its trade or business (a "financial institution") holds the Note and
provides a statement to us or our agent under penalties of perjury in which it
certifies that such an IRS Form W-8BEN (or a suitable substitute) has been
received by it from the beneficial owner of the Note or qualifying intermediary
and furnishes us or our agent a copy thereof or (b) the Foreign Holder is
entitled to the benefits of an income tax treaty under which interest on the
Notes is exempt from United States withholding tax and the Foreign Holder or
such Foreign Holder's agent provides a properly executed IRS Form W-8BEN
claiming the exemption. Payments of interest not exempt from United States
federal withholding tax as described above will be subject to such withholding
tax at the rate of 30% (subject to reduction under an applicable income tax
treaty). Certain Foreign Holders who claim benefits of a treaty may be required
in certain circumstances to obtain a taxpayer identification number and to
provide certain documentary evidence issued by foreign governmental authorities
to establish residence in a foreign county. Special procedures apply to
payments through partnerships or intermediaries.
Sale, Exchange or Retirement of the Notes
A Foreign Holder generally will not be subject to United States federal
income tax (and generally no tax will be withheld) with respect to gain
realized on the sale, exchange, redemption, retirement at maturity or other
disposition of a Note unless (a) the Foreign Holder is an individual who is
present in the United States for a period or periods aggregating 183 or more
days in the taxable year of the disposition and, generally, either has a "tax
home" or an "office or other fixed place of business" in the United States or
(b) a portion of the amount received represents payment of interest, and the
Foreign Holder is not exempt from United States federal withholding tax on
payments of interest on the Note, in which case the interest may be subject to
withholding tax at the rate of 30% (subject to reduction under an applicable
tax treaty).
Backup Withholding and Information Reporting
Backup withholding does not apply to payments of interest made by us or a
paying agent to Foreign Holders if the certification described above under "--
United States Federal Income Taxation of Foreign Holders -- Payment of Interest
on Notes" is received, provided that the payor does not have actual knowledge
that the holder is a United States Holder. Information reporting may
S-45
apply to payments of interest even if the certification is provided. If any
payments of sales proceeds are made to the beneficial owner of a Note by or
through the foreign office of a foreign custodian, foreign nominee or other
foreign agent of such beneficial owner, or if the foreign office of a foreign
"broker" (as defined in applicable Treasury regulations) pays the proceeds of
the sale of a Note to the seller thereof, backup withholding and information
reporting will not apply. Information reporting requirements (but not backup
withholding) will apply, however, to a payment by a foreign office of a broker
that is (a) a United States person, (b) a foreign person that derives 50% or
more of its gross income for certain periods from the conduct of a trade or
business in the United States, (c) a "controlled foreign corporation"
(generally, a foreign corporation controlled by certain United States
shareholders) with respect to the United States, or (d) a foreign partnership
with certain connections to the United States, unless the broker has
documentary evidence in its records that the holder is a
Foreign Holder and certain other conditions are met or the holder otherwise
establishes an exemption. Payment by a United States office or a broker is
subject to both backup withholding and information reporting unless the holder
certifies under penalties of perjury that it is a Foreign Holder or otherwise
establishes an exemption.
Federal Estate Taxes
Subject to applicable estate tax treaty provisions, Notes held at the time
of death (or Notes transferred before death but subject to certain retained
rights or powers) by an individual who at the time of death is a Foreign Holder
will not be included in such Foreign Holder's gross estate for United States
federal estate tax purposes provided that the individual does not actually or
constructively own 10% or more of the total combined voting power of all
classes of stock of Adelphia entitled to vote or hold the Notes in connection
with a U.S. trade or business.
S-46
UNDERWRITING
Under the terms and subject to the conditions contained in an underwriting
agreement dated as of the date hereof, we have agreed to sell to the
underwriters named below, for whom Credit Suisse First Boston Corporation is
acting as representative, the following respective principal amounts of the
Notes:
Principal
Underwriter Amount
----------- ------------
Credit Suisse First Boston Corporation............................ $499,990,000
BMO Nesbitt Burns Corp. .......................................... 1,000
BNY Capital Markets, Inc. ........................................ 1,000
CIBC World Markets Corp. ......................................... 1,000
Credit Lyonnais Securities (USA) Inc. ............................ 1,000
Fleet Securities, Inc. ........................................... 1,000
Mizuho International plc.......................................... 1,000
Scotia Capital (USA) Inc. ........................................ 1,000
SG Cowen Securities Corporation................................... 1,000
TD Securities (USA) Inc. ......................................... 1,000
The Royal Bank of Scotland plc.................................... 1,000
------------
Total........................................................... $500,000,000
============
The underwriting agreement provides that the underwriters are obligated to
purchase all of the Notes. The underwriting agreement also provides that if an
underwriter defaults, the purchase commitments of non-defaulting underwriters
may be increased or the offering of Notes may be terminated.
The underwriters propose to offer the Notes initially at the public
offering price on the cover page of this prospectus supplement. After the
initial public offering the representatives may change the public offering
price. The underwriters have agreed to purchase the Notes from Adelphia at a
price of 97.161% per Note.
We estimate that our out of pocket expenses for this offering will be
approximately $500,000.
The Notes are a new issue of securities with no established trading market.
One or more of the underwriters intends to make a secondary market for the
Notes. However, they are not obligated to do so and may discontinue making a
secondary market for the Notes at any time without notice. No assurance can be
given as to how liquid the trading market for the Notes will be.
We intend to use more than 10% of the net proceeds from the sale of the
Notes to repay indebtedness owed by us to certain affiliates of certain of the
underwriters. Accordingly, the offering is being made in compliance with the
requirements of Rule 2710(c)(8) of the Conduct Rules of the National
Association of Securities Dealers, Inc. This rule provides generally that if
more than 10% of the net proceeds from the sale of debt securities, not
including underwriting compensation, is paid to the underwriters of such debt
securities or their affiliates, the yield on the securities may not be lower
than that recommended by a "qualified independent underwriter" meeting certain
standards. Accordingly, Fleet Securities, Inc. is assuming the
responsibilities of acting as the qualified independent underwriter in pricing
the offering and conducting due diligence. The yield on the Notes, when sold
to the public at the public offering price set forth on the cover page of this
prospectus, is no lower than that recommended by Fleet Securities, Inc. Fleet
Securities, Inc. will not receive any additional compensation for such role.
S-47
We are in compliance with the terms of our credit facilities. The decision
of the underwriters to distribute the Notes was made independent of the other
entities with which the underwriters are affiliated, and these entities had no
involvement in determining whether or when to distribute the Notes under this
offering or the terms of this offering. The underwriters will not receive any
benefit from this offering other than their respective portions of the
underwriting discount to the offering price described in this prospectus
supplement.
We have agreed to indemnify the underwriters against liabilities under the
Securities Act, or contribute to payments which the underwriters may be
required to make in that respect.
In connection with the offering, the underwriters may engage in stabilizing
transactions, over-allotment transactions, syndicate covering transactions and
penalty bids.
. Stabilizing transactions permit bids to purchase the underlying security
so long as the stabilizing bids do not exceed a specified maximum.
. Over-allotment involves sales by the underwriters of Notes in excess of
the principal amount of the Notes the underwriters are obligated to
purchase, which creates a syndicate short position.
. Syndicate covering transactions involve purchases of the Notes in the
open market after the distribution has been completed in order to cover
syndicate short positions.
. Penalty bids permit the representatives to reclaim a selling concession
from a syndicate member when the Notes originally sold by such syndicate
member are purchased in a stabilizing transaction or a syndicate
covering transaction to cover syndicate short positions.
These stabilizing transactions, syndicate covering transactions and penalty
bids may have the effect of raising or maintaining the market price of the
Notes or preventing or retarding a decline in the market price of the Notes. As
a result, the price of the Notes may be higher than the price that might
otherwise exist in the open market. These transactions, if commenced, may be
discontinued at any time.
In the ordinary course of business, some of the underwriters and their
affiliates have provided financial advisory, investment banking and general
financing and banking services for us and our affiliates for customary fees.
NOTICE TO CANADIAN RESIDENTS
Resale Restrictions
The distribution of the Notes in Canada is being made only on a private
placement basis exempt from the requirement that we prepare and file a
prospectus with the securities regulatory authorities in each province where
trades of Notes are effected. Accordingly, any resale of the Notes in Canada
must be made in accordance with applicable securities laws which will vary
depending on the relevant jurisdiction, and which may require resales to be
made in accordance with available statutory exemptions or pursuant to a
discretionary exemption granted by the applicable Canadian securities
regulatory authority. Purchasers are advised to seek legal advice prior to any
resale of the Notes.
S-48
Representations of Purchasers
Each purchaser of Notes in Canada who receives a purchase confirmation will
be deemed to represent to us and the dealer from whom such purchase
confirmation is received that (i) such purchaser is entitled under applicable
provincial securities laws to purchase such Notes without the benefit of a
prospectus qualified under such securities laws, (ii) where required by law,
that such purchaser is purchasing as principal and not as agent, and (iii) such
purchaser has reviewed the text above under "Resale Restrictions."
Rights of Action (Ontario Purchasers)
The securities being offered are those of a foreign issuer and Ontario
purchasers will not receive the contractual right of action prescribed by
Ontario securities law. As a result, Ontario purchasers must rely on other
remedies that may be available, including common law rights of action for
damages or rescission or rights of action under the civil liability provisions
of the U.S. federal securities laws.
Enforcement of Legal Rights
All of the issuer's directors and officers as well as the experts named
herein may be located outside of Canada and, as a result, it may not be
possible for Canadian purchasers to effect service of process within Canada
upon the issuer or such persons. All or a substantial portion of the assets of
the issuer and such persons may be located outside of Canada and, as a result,
it may not be possible to satisfy a judgment against the issuer or such persons
in Canada or to enforce a judgement obtained in Canadian courts against such
issuer or persons outside of Canada.
Notice to British Columbia Residents
A purchaser of Notes to whom the Securities Act (British Columbia) applies
is advised that such purchaser is required to file with the British Columbia
Securities Commission a report within ten days of the sale of any Notes
acquired by such purchaser pursuant to this offering. Such report must be in
the form attached to British Columbia Securities Commission Blanket Order BOR
#95/17, a copy of which may be obtained from us. Only one such report must be
filed in respect of Notes acquired on the same date and under the same
prospectus exemption.
Taxation and Eligibility for Investment
Canadian purchasers of Notes should consult their own legal and tax advisors
with respect to the tax consequences of an investment in the Notes in their
particular circumstances and with respect to the eligibility of the Notes for
investment by the purchaser under relevant Canadian legislation.
WHERE YOU CAN FIND MORE INFORMATION
We file annual, quarterly and special reports, as well as proxy statements
and other information with the SEC. You may read and copy any document we file
with the SEC at the SEC's Public Reference Room at 450 Fifth Street, N.W.,
Washington, D.C. 20549 or at its Regional Offices in Chicago, Illinois or New
York, New York. You may obtain further information about the operation of the
Public Reference Room by calling the SEC at 1-800-SEC-0330. Our SEC filings are
also available to the public over the Internet at the SEC's web site at
http://www.sec.gov, which contains
S-49
reports, proxy statements and other information regarding registrants like us
that file electronically with the SEC.
This prospectus supplement is part of a registration statement on Form S-3
filed by us with the SEC under the Securities Act. As permitted by SEC rules,
this prospectus supplement does not contain all of the information included in
the registration statement and the accompanying exhibits filed with the SEC.
You may refer to the registration statement and its exhibits for more
information.
The SEC allows us to "incorporate by reference" into this prospectus
supplement the information we file with the SEC. This means that we can
disclose important information to you by referring you to those documents. The
information incorporated by reference is considered to be part of this
prospectus supplement. If we subsequently file updating or superseding
information in a document that is incorporated by reference into this
prospectus supplement, the subsequent information will also become part of
this prospectus supplement and will supersede the earlier information.
We are incorporating by reference the following documents that we have
filed with the SEC:
. our Annual Report on Form 10-K for the year ended December 31, 2000, as
amended by our Form 10-K/A;
. our Quarterly Reports on Form 10-Q for the quarters ended March 31, 2001
and June 30, 2001;
. our Current Reports on Form 8-K for the events dated September 28, 2001,
June 7, 2001, April 25, 2001, April 20, 2001, February 14, 2001,
February 2, 2001, January 23, 2001, January 18, 2001, January 8, 2001,
January 3, 2001 and January 1, 2001, and exhibits 99.01 and 99.02 to our
Current Report on Form 8-K for the event dated September 9, 1999 (as
amended by our Form 8-K/A filed on January 2, 2001);
. our definitive proxy statement dated July 5, 2001 with respect to the
Annual Meeting of Stockholders held on August 7, 2001; and
. the description of our Class A common stock contained in our
registration statement filed with the SEC under Section 12 of the
Exchange Act and subsequent amendments and reports filed to update such
description.
The preceding list supersedes and replaces the documents listed in the
accompanying prospectus in the heading "Where You Can Find More Information."
We are also incorporating by reference into this prospectus supplement all
of our future filings with the SEC under Sections 13(a), 13(c), 14 or 15(d) of
the Exchange Act until this offering has been completed.
You may obtain a copy of any of our filings which are incorporated by
reference, at no cost, by writing to or telephoning us at the following
address:
Adelphia Communications Corporation
One North Main Street
Coudersport, Pennsylvania 16915
Attention: Investor Relations
Telephone: (814) 274-9830
S-50
You should rely only on the information provided in this prospectus
supplement or incorporated by reference. We have not authorized anyone to
provide you with different information. You should not assume that the
information in this prospectus supplement is accurate as of any date other than
the date on the first page of this prospectus supplement. We are not making
this offer of securities in any state or country in which the offer or sale is
not permitted.
LEGAL MATTERS
The validity of the Notes will be passed upon for us by Buchanan Ingersoll
Professional Corporation, Pittsburgh, Pennsylvania. Attorneys of that firm who
are representing us in this offering own an aggregate of 7,300 shares of our
Class A common stock and 44,500 shares of Adelphia Business Solutions Class A
common stock. The validity of the Notes offered hereby will be passed upon on
behalf of the underwriters by Latham & Watkins, New York, New York.
EXPERTS
The consolidated financial statements of Adelphia and its subsidiaries as of
December 31, 1999 and 2000, and for the nine months ended December 31, 1998 and
the years ended December 31, 1999 and 2000, incorporated in this prospectus
supplement by reference from Adelphia's Annual
Report on Form 10-K for the year ended December 31, 2000, have been audited by
Deloitte & Touche LLP, independent auditors, as stated in their report, which
is incorporated herein by reference, and have been so incorporated in reliance
upon the report of such firm given upon their authority as experts in
accounting and auditing.
The consolidated financial statements of Century Communications Corp. and
subsidiaries as of May 31, 1999 and 1998 and for each of the three years in the
period ended May 31, 1999, incorporated by reference in this prospectus
supplement from Adelphia's Current Report on Form 8-K filed September 9, 1999
have been audited by Deloitte & Touche LLP, independent auditors, as stated in
their report, which is incorporated herein by reference, and have been so
incorporated in reliance upon the report of such firm given upon their
authority as experts in accounting and auditing.
The consolidated financial statements of FrontierVision Partners, L.P. and
subsidiaries as of December 31, 1998 and 1997, and for each of the years in the
three year period ended December 31, 1998, have been incorporated by reference
herein from Adelphia's Current Report on Form 8-K filed September 9, 1999, in
reliance upon the report of KPMG LLP, independent certified public accountants,
incorporated by reference herein, and upon the authority of said firm as
experts in accounting and auditing.
S-51
Prospectus
ADELPHIA COMMUNICATIONS CORPORATION
By this prospectus, we may offer from time to time up to $5,000,000,000 of:
. debentures, notes and other debt securities in one or more series which may
be senior debt securities or subordinated debt securities,
. shares of preferred stock issuable in series designated by the board of
directors of Adelphia,
. debt warrants and equity warrants,
. shares of Class A common stock,
. shares of Class B common stock,
. depositary shares, and
. guarantees of securities issued by our subsidiaries.
----------------
When we offer securities, we will provide you with a prospectus supplement
describing the terms of the specific issue of securities, including the
offering price of the securities. You should read this prospectus and the
accompanying prospectus supplement carefully before you invest.
Our Class A common stock is quoted on the Nasdaq National Market. Our Class
A common stock's ticker symbol is "ADLAC." On July 18, 2001, the closing sale
price on the Nasdaq National Market of a single share of Class A common stock
was $40.37.
Our common stock includes Class A and Class B common stock. The rights of
holders of the Class A common stock and Class B common stock differ with
respect to certain aspects of dividends, liquidations and voting. The Class A
common stock has preferential rights with respect to cash dividends and
distributions upon the liquidation of Adelphia. Holders of Class B common stock
are entitled to greater voting rights than the holders of Class A common stock.
However, the holders of Class A common stock, voting as a separate class, are
entitled to elect one of Adelphia's directors.
You should carefully review "Risk Factors" beginning on page 3 for a
discussion of things you should consider when investing in securities of
Adelphia.
----------------
Neither the SEC nor any state securities commission has approved or
disapproved of these securities or passed upon the adequacy or accuracy of this
prospectus. Any representation to the contrary is a criminal offense.
----------------
The date of this prospectus is July 20, 2001
TABLE OF CONTENTS
Adelphia...... 2
Risk Factors.. 3
Ratio of
Earnings to
Combined
Fixed
Charges and
Preferred
Stock
Dividends... 18
Dilution...... 19
Use of
Proceeds.... 19
Description of
Debt
Securities.. 20
Description of
Capital
Stock....... 33
Description of
Warrants.... 38
Description of
Depositary
Shares...... 44
Description of
Guarantees.. 47
Plan of
Distribution.. 49
Where You Can
Find More
Information.. 52
Legal
Matters..... 53
Experts....... 53
This summary may not contain all the information that may be important to
you. You should read the entire prospectus and those documents incorporated by
reference into this document, including the risk factors, financial data and
related notes, before making an investment decision. When we use the term
Adelphia Parent Company in this prospectus, we are referring only to the parent
holding company entity, Adelphia Communications Corporation, and not to its
subsidiaries.
ADELPHIA
Adelphia is a leader in the telecommunications industry with cable
television and local telephone operations. We are the sixth largest cable
television operator in the United States. Through our subsidiary Adelphia
Business Solutions, Inc., we own and operate a leading national provider of
facilities-based integrated communications services. John J. Rigas, the
Chairman, President, Chief Executive Officer and founder of Adelphia, has owned
and operated cable television systems since 1952.
Our operations consist of providing telecommunications services primarily
over our networks, which are commonly referred to as broadband networks because
they can transmit large quantities of voice, video and data by way of digital
or analog signals. We owned cable television systems with broadband networks
that passed in front of approximately 9.5 million homes and served
approximately 5.8 million basic subscribers as of March 31, 2001, after giving
effect to pending cable system acquisitions. Our core cable systems are
organized into six clusters: Los Angeles, PONY (Western Pennsylvania, Ohio and
New York), New England, Florida, Virginia and Colorado Springs. Approximately
45% of our basic subscribers are located in our Los Angeles and PONY clusters
and approximately 82% of our basic subscribers are located in our six core
clusters.
Adelphia Business Solutions provides its customers with alternatives to the
incumbent local telephone company for local and long distance voice services,
high-speed data and Internet services. Adelphia Business Solutions' telephone
operations are referred to as being facilities based, which means it generally
owns or has long-term leases for the local telecommunications networks and
facilities it uses to deliver these services. Adelphia Business Solutions
served 75 markets and had 309 central office collocations as of March 31, 2001.
Adelphia Business Solutions' Class A common stock is quoted on the Nasdaq
National Market under the symbol "ABIZ."
Our executive offices are located at One North Main Street, Coudersport,
Pennsylvania 16915, and our telephone number is (814) 274-9830.
Recent Developments
Please see the applicable prospectus supplement and Adelphia's recent public
filings for recent developments.
2
RISK FACTORS
Before you invest in our securities, you should be aware that there are
various risks associated with investing in Adelphia, including those described
below. You should consider carefully these risk factors together with all of
the other information included in or incorporated by reference in this
prospectus before you decide to purchase our securities.
High Level Of Indebtedness
As of March 31, 2001, Adelphia has a substantial amount of debt. We
we owed approximately borrowed this money to purchase and to expand our
$13.7 billion. Our high cable systems and other operations and, to a lesser
level of indebtedness extent, for investments and loans to our
can have important subsidiaries and other affiliates. At March 31,
adverse consequences to 2001, our indebtedness totaled approximately $13.7
us and to you. billion. This included approximately:
. $4.3 billion of Adelphia Parent Company public
debt;
. $852.1 million of public debt owed by our
subsidiary, Adelphia Business Solutions;
. $1.8 billion of public debt owed by our
subsidiary, Arahova Communications, Inc.;
. $531.2 million of public debt owed by our
subsidiary, FrontierVision Partners, L.P.;
. $202.9 million of public debt owed by our
subsidiary, Olympus Communications, L.P.; and
. $6.0 billion of other debt owed by our
subsidiaries to banks, other financial
institutions and other persons.
Debt service consumes Our high level of indebtedness can have
a substantial portion of important adverse consequences to us and to you. It
the cash we generate. requires that we spend a substantial portion of the
This could affect our cash we get from our business to repay the
ability to invest in our principal and interest on these debts. Otherwise,
business in the future we could use these funds for general corporate
as well as to react to purposes or for capital improvements. Our ability
changes in our industry to obtain new loans for working capital, capital
or economic downturns. expenditures, acquisitions or capital improvements
may be limited by our current level of debt. In
addition, having such a high level of debt could
limit our ability to react to changes in our
industry and to economic conditions generally. In
addition to our debt, at March 31, 2001, the
Adelphia Parent Company had approximately $148.6
million and Adelphia Business Solutions had
approximately $306.9 million of redeemable
exchangeable preferred stock which contain payment
obligations that are similar to Adelphia's debt
obligations.
3
Approximately 44% of Our debt comes due at various times through the
our debt outstanding at year 2017, including an aggregate of approximately
March 31, 2001 matures $5.9 billion as of March 31, 2001, which matures on
on or before December or before December 31, 2005.
31, 2005 and all of it
matures prior to
December 31, 2017.
Our Business Requires Our business requires substantial additional
Substantial Additional financing on a continuing basis for capital
Financing And If We Do expenditures and other purposes including:
Not Obtain That
Financing We May Not Be
Able To Upgrade Our
Plant, Offer Services,
Make Payments When Due
Or Refinance Existing
Debt
. constructing and upgrading our plant and
networks--some of these upgrades we must make to
comply with the requirements of local cable
franchise authorities;
. offering new services;
. scheduled principal and interest payments;
. refinancing existing debt; and
. acquisitions and investments.
There can be no guarantee that we will be able to
issue additional debt or sell stock or other
additional equity on satisfactory terms, or at all,
to meet our future financing needs.
We Have Had Large Losses Our Total Convertible Preferred Stock, Common Stock
And We Expect This To and Other Stockholders' Equity at March 31, 2001
Continue was approximately $5.2 billion.
Our continuing net losses, which are mainly due to
our high levels of depreciation and amortization
and interest expense, may create deficiencies in or
reduce our Total Convertible Preferred Stock,
Common Stock and Other Stockholders' Equity. Our
recent net (losses) income applicable to our common
stockholders were approximately as follows for the
periods specified:
. nine months ended December 31, 1998--$(114.5)
million;
. fiscal year ended December 31, 1999--$(282.7)
million;
. fiscal year ended December 31, 2000--$(602.5)
million; and
. three months ended March 31, 2001--$137.1
million.
4
We expect to continue to incur large net losses for
the next several years. Net income for the three
months ended March 31, 2001 includes a substantial
non-cash gain on a cable systems swap.
Historically our For the nine months ended December 31, 1998 and the
earnings have been years ended December 31, 1999 and 2000, our
insufficient to pay for earnings from continuing operations could not pay
our fixed charges and for our combined fixed charges and preferred stock
preferred stock dividends as set forth in the table below, although
dividends. combined fixed charges and preferred stock
dividends included substantial non-cash charges for
depreciation, amortization and non-cash interest
expense on some of our debts and the non-cash
expense of Adelphia Business Solutions' preferred
stock dividends:
Earnings Non-Cash
Deficiency Charges
---------- ----------
(in thousands)
. nine months ended
December 31, 1998 $ 95,595 $ 186,173
. fiscal year ended December 31, 1999 $281,975 $ 455,266
. fiscal year ended December 31, 2000 $916,103 $1,053,900
For the three months ended March 31, 2001, our
ratio of earnings to combined fixed charges and
preferred stock dividends was 1.68 to 1.00, however
our earnings included a substantial non-cash gain
on a cable systems swap.
If we cannot Historically, the cash we generate from our
refinance our debt or operating activities and borrowings has been
obtain new loans, we sufficient to meet our requirements for debt
would likely have to service, working capital, capital expenditures and
consider various investments in and advances to our affiliates, and
financing options. We we have depended on additional borrowings to meet
cannot guarantee that our liquidity requirements. Although in the past we
any options available to have been able both to refinance our debt and to
us would enable us to obtain new debt, there can be no guarantee that we
repay our debt in full. will be able to continue to do so in the future or
that the cost to us or the other terms which would
affect us would be as favorable to us as current
loans and credit agreements. Under these
circumstances, we may need to consider various
financing options, such as the sale of additional
equity or some of our assets to meet the principal
and interest payments we owe, negotiate with our
lenders to restructure existing loans or explore
other options available under applicable laws
including those under reorganization or bankruptcy
laws. We
5
believe that our business will continue to generate
cash and that we will be able to obtain new loans
to meet our cash needs. However, the covenants in
the indentures and credit agreements for our
current debt provide some limitations on our
ability to borrow more money.
Competition The telecommunications services provided by
Adelphia are subject to strong competition and
potential competition from various sources.
Our cable television Our cable television systems compete with other
business is subject to means of distributing video to home televisions
strong competition from such as Direct Broadcast Satellite systems,
several sources which commonly known as DBS systems. Some local telephone
could adversely affect companies have expressed an interest in entering
revenue or revenue the video-to-home business.
growth.
In addition, because our systems are operated under
non-exclusive franchises, other applicants may
obtain franchises in our franchise areas and
overbuild our systems. For example, some regional
Bell telephone operating companies and local
telephone companies have facilities which are
capable of delivering cable television service and
could seek competitive franchises. We cannot
predict either the extent to which competition will
continue to materialize or, if such competition
materializes, the extent of its effect on our cable
television business.
Our cable television systems also face competition
from other communications and entertainment media,
including conventional off-air television
broadcasting services, newspapers, movie theaters,
live sporting events and home video products. We
cannot predict the extent to which competition may
affect us.
Our cable modem and dial up Internet access
business is currently subject to strong competition
and there exists the potential for future
competition from a number of sources. With respect
to high-speed cable modem service, telephone
companies are beginning to implement various
digital subscriber line services, xDSL, that allow
high-speed internet access services to be offered
over telephone lines. DBS companies offer high-
speed Internet access over their satellite
facilities and other terrestrial based wireless
operators, or MultiChannel Multipoint Distribution
Systems, commonly known as MMDS, are beginning to
introduce high-speed access as well. In addition,
there are now a number of legislative, judicial and
regulatory efforts seeking
6
to mandate cable television operators to provide
open access to their facilities to competitors that
want to offer Internet access over cable services.
With respect to dial up Internet access services,
there are numerous competitive Internet Service
Providers commonly known as ISPs, in virtually
every franchise area. The local telephone exchange
company typically offers ISP services, as do a
number of other nationally marketed ISPs such as
America Online, Compuserve and AT&T Worldnet.
Adelphia cannot predict the extent to which
competition will continue to materialize or, if
such competition materializes, the extent of its
effect on our Internet access business.
We depend on third-party We depend on vendors to supply our cable and
equipment and software telephone related electronic equipment, such as the
suppliers. If we are set-top converter boxes for analog and digital
unable to procure the cable services. This equipment is available from a
necessary equipment, our limited number of suppliers. For example, we
ability to offer our typically purchase set-top converter boxes under
services could be purchase orders placed from time to time and do not
impaired. This could carry significant inventories of set-top converter
adversely affect our boxes. If demand for set-top converter boxes
growth, financial exceeds our supply or inventories and we are unable
condition and results of to obtain required set-top converter boxes on a
operations. timely basis and at an acceptable cost, our ability
to recognize additional revenue from these services
could be delayed or impaired. In addition, if there
are no suppliers who are able to provide converter
devices that comply with evolving Internet and
telecommunications standards or that are compatible
with other products or components we use, our
business may be materially impaired.
Adelphia Business In each of the markets served by Adelphia Business
Solutions' operations Solutions' networks, the competitive local exchange
are also subject to risk carrier services offered by Adelphia Business
because Adelphia Solutions compete principally with the services
Business Solutions offered by the incumbent local telephone exchange
competes principally carrier company serving that area. Local telephone
with established local companies have long-standing relationships with
telephone carriers that their customers, have the potential to subsidize
have long-standing competitive services from monopoly service
utility relationships revenues, and benefit from favorable state and
with their customers and federal regulations. The mergers of Bell Atlantic
pricing flexibility for and NYNEX, SBC and Ameritech, and Bell Atlantic and
local telephone GTE, which created Verizon Communications, created
services. very large companies whose combined territories
cover a substantial portion of Adelphia Business
Solutions' markets. Other combinations have
occurred in the industry, such as the mergers
between Qwest and US West, and AOL and
7
Time Warner, which may have a material adverse
effect on Adelphia Business Solutions' ability to
compete and terminate and originate calls over
Adelphia Business Solutions' networks.
We believe that local telephone companies will gain
increased pricing flexibility from regulators as
competition increases. Adelphia Business Solutions'
operating results and cash flow could be materially
and adversely affected by actions by regulators,
including permitting the incumbent local telephone
companies in Adelphia Business Solutions' markets
to do the following:
. lower their rates substantially;
. engage in aggressive volume and term discount
pricing practices for their customers; or
. charge excessive fees or otherwise impose on
Adelphia Business Solutions excessive obstacles
for interconnection to the incumbent local
telephone company's networks.
If the regional Bell The regional Bell telephone operating companies can
telephone operating now obtain regulatory approval to offer long
companies obtain distance services if they comply with the local
regulatory approval to market opening requirements of the federal
offer long distance Telecommunications Act of 1996. To date, the FCC
service in competition has authorized Verizon to provide long distance
with Adelphia Business services in New York and Massachusetts, and SBC to
Solutions' significant provide these services in Texas, Kansas, and
customers, some of these Oklahoma. The FCC has rejected several other
major customers could applications, but we expect that numerous
lose market share. additional requests will be filed by Bell operating
companies over the next few years. Approvals of
such requests could result in decreased market
share for the major long distance carriers which
are among Adelphia Business Solutions' significant
customers. This could have a material adverse
effect on Adelphia Business Solutions.
In addition, once they obtain long distance
authority, the regional Bell telephone operating
companies could be less cooperative in providing
access to their networks. This lack of cooperation,
or labor strikes or work stoppages similar to the
August 2000 Verizon strike, could impair or delay
the ability of Adelphia Business Solutions to
connect its networks with those of the incumbent
local exchange carriers.
8
The regional Bell Some of the regional Bell operating companies have
telephone companies also filed petitions with the FCC requesting
continue to seek other waivers of other obligations under the federal
regulatory approvals Telecommunications Act of 1996. These involve
that could significantly services Adelphia Business Solutions also provides
enhance their such as high speed data, long distance, and
competitive position services to ISPs. If the FCC grants the regional
against Adelphia Bell operating companies' petitions, this could
Business Solutions. have a material adverse effect on Adelphia Business
Solutions.
Potential competitors to Potential competitors of Adelphia Business
Adelphia Business Solutions include other competitive local exchange
Solutions' carriers, incumbent local telephone companies which
telecommunications are not subject to regional Bell operating
services include the companies' restrictions on offering long distance
regional Bell telephone service, AT&T, WorldCom, Sprint, Global Crossing
companies, AT&T, and other long distance carriers, cable television
WorldCom and Sprint, companies, electric utilities, microwave carriers,
electric utilities and wireless telecommunications providers, and private
other companies that networks built by large end users. Both AT&T and
have advantages over WorldCom offer local telephone services in some
Adelphia Business areas of the country and are expanding their
Solutions. networks. AT&T also merged with both Tele-
Communications, Inc. and MediaOne Group, Inc.,
thereby becoming the largest operator of cable
television systems in the country. Although we have
good relationships with the long distance carriers,
they could build their own facilities, purchase
other carriers or their facilities, or resell the
services of other carriers rather than use Adelphia
Business Solutions' services when entering the
market for local exchange services.
Many of Adelphia Business Solutions' current and
potential competitors, particularly incumbent local
telephone companies, have financial, personnel and
other resources substantially greater than those of
Adelphia Business Solutions, as well as other
competitive advantages over Adelphia Business
Solutions.
9
We are subject To The cable television industry and the provision of
Extensive Regulation local telephone exchange services are subject to
extensive regulation at the federal, state and
local levels, and many aspects of such regulation
are currently the subject of judicial proceedings
and administrative or legislative proposals. In
particular, FCC regulations limit our ability to
set and increase rates for our basic cable
television service package and for the provision of
cable television-related equipment. The law permits
certified local franchising authorities to order
refunds of rates paid in the previous 12-month
period determined to be in excess of the permitted
reasonable rates. It is possible that rate
reductions or refunds of previously collected fees
may be required in the future. In addition, the FCC
has recently adopted rules which will require cable
operators to carry the digital signals of broadcast
television stations. However, the FCC has
tentatively decided that cable operators should not
be required to carry both the analog and digital
services of broadcast television stations while
broadcasters are transitioning from analog to
digital transmission. Carrying both the analog and
digital services of broadcast television stations
would consume additional cable capacity. As a
result, a requirement to carry both analog and
digital services of broadcast television stations
could require the removal of popular programming
services with materially adverse results for cable
operators.
Our cable television
and telecommunications
businesses are heavily
regulated as to rates we
can charge and other
matters. This regulation
could limit our ability
to increase rates, cause
us to decrease then
current rates or require
us to refund previously
collected fees.
We must comply with rules of the local franchising
authorities to retain and renew our cable
franchises, among other matters. There can be no
assurances that the franchising authorities will
not impose new and more restrictive requirements as
a condition to franchise renewal.
Similarly, Adelphia Business Solutions is subject
to state and local regulations and in some cases
must obtain appropriate state certifications and/or
local franchises to construct facilities and offer
services. There can be no assurance that Adelphia
Business Solutions' state and local regulators will
not impose new and more restrictive requirements as
a condition to renew any required certifications
and franchises.
On February 26, 1999, the FCC released a
Declaratory Ruling and Notice of Proposed
Rulemaking which held that calls to ISPs within a
local calling area are "non-local" because such
calls tend to continue beyond state borders,
meaning that the reciprocal compensation provisions
of the
10
federal Telecommunications Act of 1996 did not
apply to calls to ISPs. However, the FCC left open
the possibility that state commissions could impose
reciprocal compensation obligations on local
exchange carriers that send calls to ISPs.
Imposition of reciprocal compensation obligations
would benefit the local exchange carriers that
terminate the calls with the ISP, such as
competitive local Exchange carriers that provide
local exchange services to their own ISPs. As ISPs
do not make outgoing calls, the compensation for
terminating traffic would always flow from the LECs
that originate the calls to the LECs that terminate
the calls. The United States Court of Appeals for
the District of Columbia Circuit vacated this FCC
ruling on March 24, 2000, and remanded the matter
to the FCC. On April 27, 2001, the FCC decided on
remand that calls to ISPs constitute interstate
access traffic and thus are not subject to
reciprocal compensation. Rather than immediately
eliminate the current system, the FCC established a
transitional cost recovery mechanism for the
exchange of this traffic. In addition, the FCC
capped the number of minutes for which a CLEC may
receive compensation in a given state, at the
number of minutes received in the first quarter of
2001 (annualized), plus a 10% growth factor. It
appears likely that this ruling will be appealed.
In the meantime, the FCC's current order and/or
subsequent state or court rulings could affect the
costs incurred by ISPs and CLECs and the demand for
their services.
Proposals are continuing to be made before Congress
and the FCC to mandate cable operators to provide
"open access" over their cable systems to other
ISPs. To date, the FCC has declined to impose such
requirements. This same open access issue is being
considered by some local franchising authorities as
well. Several local franchising authorities have
mandated open access. This issue is being actively
litigated. A federal district court in Portland,
Oregon, upheld the authority of the local
franchising authority to impose an open access
requirement in connection with a cable television
franchise transfer. On appeal, the U.S. Court of
Appeals for the Ninth Circuit reversed the district
court and ruled that a local franchising authority
has no authority to impose an open access
requirement on cable television operators.
Additionally, federal district courts in Richmond,
Virginia and Miami, Florida have held that a local
franchising authority cannot impose an open access
requirement. The
11
Virginia case has been appealed to the U.S. Court
of Appeals for the Fourth Circuit. If the FCC or
other authorities mandate additional access to
Adelphia's cable systems, we cannot predict the
effect that this would have on our Internet access
over cable business.
The federal The federal Telecommunications Act of 1996
Telecommunications Act substantially changed federal, state and local laws
of 1996 may have a and regulations governing our cable television and
significant impact on telecommunications businesses. This law could
our cable television and materially affect the growth and operation of the
telephone businesses. cable television industry and the cable services we
provide. Although this legislation may lessen
regulatory burdens, the cable television industry
may be subject to new competition as a result.
There are numerous rulemakings that have been and
continue to be undertaken by the FCC which will
interpret and implement the provisions of this law.
Furthermore, portions of this law have been, and
likely other portions will be, challenged in the
courts. We cannot predict the outcome of such
rulemakings or lawsuits or the short- and long-term
effect, financial or otherwise, of this law and FCC
rulemakings on us.
Similarly, the federal Telecommunications Act of
1996 removes entry barriers for all companies and
could increase substantially the number of
competitors offering comparable services in
Adelphia Business Solutions' markets or potential
markets. Furthermore, we cannot guarantee that
rules adopted by the FCC or state regulators or
other legislative or judicial initiatives relating
to the telecommunications industry will not have a
material adverse effect on Adelphia Business
Solutions.
Unequal Voting Rights Of Adelphia has two classes of common stock--Class A
Stockholders which carries one vote per share and Class B which
carries 10 votes per share. Under Adelphia's
Certificate of Incorporation, the Class A shares
elect only one of our nine directors.
Control Of Voting Power While the public owns a majority of the outstanding
By The Rigas Family shares of Adelphia's Class A common stock, the
Rigas family owns about 16.7% of those shares as of
April 1, 2001, as well as all of the outstanding
shares of Class B common stock. The Rigas family
has also agreed to purchase (i) approximately
5,819,367 shares of Class B common stock,
(ii) $167,367,000 of 6% convertible subordinated
notes due 2006, which are initially convertible
into approximately
The Rigas family can
control stockholder
decisions on very
important matters.
12
3,000,000 shares of Class B common stock, and
(iii) $400,000,000 of 3.25% convertible
subordinated notes due 2021, which are initially
convertible into approximately 9,141,000 shares of
Class B common stock, pursuant to separate purchase
agreements between Adelphia and Highland 2000,
L.P., a Rigas family partnership, which when
consummated (and assuming full conversion into
Class B common stock by only the Rigas family)
would result in the Rigas family beneficially
owning shares representing approximately 32.9% of
the total number of outstanding shares of both
classes of Adelphia's common stock and
approximately 75.7% of the total voting power of
Adelphia's shares. As a result of the Rigas
family's stock ownership and an agreement among the
Class B stockholders, members of the Rigas family
have the power to elect eight of nine Adelphia
directors. In addition, the Rigas family could
control stockholder decisions on other matters such
as amendments to Adelphia's Certificate of
Incorporation and Bylaws, and mergers or other
fundamental corporate transactions.
There Are Potential John J. Rigas and the other executive officers of
Conflicts Of Interest Adelphia, including other members of the Rigas
Between Adelphia And The family, own other corporations and partnerships,
Rigas Family which are managed by us for a fee. Subject to the
restrictions contained in a business opportunity
agreement regarding future acquisitions, Rigas
family members and the executive officers are free
to continue to own these interests and acquire
additional interests in cable television systems.
These activities could present a conflict of
interest with Adelphia, such as how much time our
executive officers devote to our business. In
addition, there have been and will continue to be
transactions between us and the executive officers
or the other entities they own or with which they
have affiliations.
Holding Company The Adelphia Parent Company directly owns no
Structure And Potential significant assets other than stock, partnership
Impact Of Restrictive interests and equity and other interests in our
Covenants In Subsidiary subsidiaries and in other companies. This creates
Debt Agreements risks regarding our ability to provide cash to the
Adelphia Parent Company to repay the interest and
principal which it owes, our ability to pay cash
dividends to our common stockholders in the future,
and the ability of our subsidiaries and other
companies to respond to changing business and
economic conditions and to get new loans.
13
The Adelphia Parent The public indentures and the credit agreements for
Company depends on its bank and other financial institution loans of our
subsidiaries and other subsidiaries and other companies in which we have
companies in which it invested, restrict their ability and the ability of
has investments to fund the companies they own to make payments to the
its cash needs. Adelphia Parent Company. These agreements also
place other restrictions on the borrower's ability
to borrow new funds. The ability of a subsidiary or
a company in which we have invested to comply with
debt restrictions may be affected by events that
are beyond our control. The breach of any of these
covenants could result in a default which could
result in all loans and other amounts owed to its
lenders becoming due and payable. Our subsidiaries
and companies in which we have invested might not
be able to repay in full the accelerated loans.
It Is Unlikely You Will Adelphia has never declared or paid cash dividends
Receive A Return On Your on any of its common stock and has no intention of
Shares Through The doing so in the foreseeable future. As a result, it
Payment Of Cash is unlikely that you will receive a return on your
Dividends shares through the payment of cash dividends.
Future Sales Of Adelphia Sales of a substantial number of shares of Class A
Common Stock Could common stock or Class B common stock, including
Adversely Affect Its sales by any pledgees of such shares, could
Market Price adversely affect the market price of Class A common
stock and could impair our ability in the future to
raise capital through stock offerings. Under
various registration rights agreements or
arrangements, the Rigas family has the right,
subject to some limitations, to require Adelphia to
register substantially all of the shares which it
owns of Class A common stock, consisting of
approximately 25,600,000 shares, Class B common
stock, consisting of 19,235,998 shares and the
equivalent number of shares of Class A common stock
into which they may be converted. Among others,
Adelphia has registered or agreed to register for
public sale the following shares:
. for Citizens Cable Company--1,852,302 shares of
Class A common stock owned as of October 1,
1999;
. for the selling stockholders receiving shares in
the Verto Communications, Inc. acquisition--
2,574,379 shares of Class A common stock;
. for the former owners of FrontierVision--
approximately 7,000,000 shares of Class A common
stock in connection with the FrontierVision
acquisition;
14
. for the selling stockholders receiving shares in
the Benchmark Media, Inc. acquisition--2,394,778
shares of Class A common stock;
. for the selling stockholders receiving shares in
the Buenavision Telecommunications, Inc.
acquisition--453,636 shares of Class A common
stock;
. for an entity controlled by members of the
family of John J. Rigas-5,819,367 shares of
Class B (and the underlying Class A) common
stock to be purchased by that entity within 270
days from January 23, 2001;
. for members of the immediate family of John J.
Rigas and entities they control and the Estate
of Bill Daniels--up to approximately 12,000,000
shares of Class A common stock (including Class
B common stock to be converted into Class A) in
connection with the Rigas family's acquisition
of cable systems from the Estate of Bill
Daniels;
. for an entity controlled by members of the
family of John J. Rigas-approximately 3,000,000
shares of Class B (and the underlying Class A)
common stock, upon conversion of the convertible
subordinated notes to be purchased by that
entity within 270 days from January 23, 2001;
. for an entity controlled by members of the
family of John J. Rigas-approximately 9,141,000
shares of Class B (and the underlying Class A)
common stock, upon conversion of the convertible
subordinated notes to be purchased by that
entity within 270 days from April 25, 2001;
. in connection with the acquisition of cable
television systems from AT&T Corp.,
approximately $73,000,000 of shares of Class A
common stock to be issued upon the closing of
that transaction;
. in connection with the Century Communications
Corp. acquisition approximately 26,000,000
shares of Class A common stock held by Leonard
Tow and trusts and foundations established by
Mr. Tow; and
. in connection with the acquisition of the
greater Cleveland systems from Cablevision
Systems Corporation, 10,800,000 shares of Class
A common stock.
15
In addition, the Rigas family may pledge their
shares in connection with margin loans made to
members of the Rigas family. These pledgees could
freely sell any shares acquired upon a foreclosure.
Our Acquisitions And Because we are experiencing a period of rapid
Expansion Could Involve expansion through acquisition, the operating
Operational And Other complexity of Adelphia, as well as the
Risks responsibilities of management personnel, have
increased. Our ability to manage such expansion
effectively will require us to continue to expand
and improve our operational and financial systems
and to expand, train and manage our employee base.
Our recent and pending acquisitions involve, and
our future acquisitions will involve, the
acquisition of companies that have previously
operated independently. There is no guarantee that
we will be able to realize the benefits expected
from the integration of operations from these
transactions.
Purchasers Of Our Common Persons purchasing our common stock will incur
Stock Will Incur immediate and substantial net tangible book value
Immediate Dilution dilution.
Forward-Looking The statements contained or incorporated by
Statements In This reference in this prospectus that are not
Prospectus Are Subject historical facts are "forward-looking statements"
To Risks And and can be identified by the use of forward-looking
Uncertainties terminology such as "believes," "expects," "may,"
"will," "should," "intends" or "anticipates" or the
negative thereof or other variations thereon or
comparable terminology, or by discussions of
strategy that involve risks and uncertainties.
Certain information set forth or incorporated by
reference in this prospectus, including
"Management's Discussion and Analysis of Financial
Condition and Results of Operations" in Adelphia's
Annual Report on Form 10-K, as amended by Form 10-
K/A, and in Adelphia's most recent Quarterly Report
on Form 10-Q is forward-looking. Such forward-
looking information involves important risks and
uncertainties that could significantly affect
expected results in the future from those expressed
in any forward-looking statements made by, or on
behalf of, us. These risks and uncertainties
include, but are not limited to, uncertainties
relating to general business and economic
conditions, our growth and financings, the
availability and cost of capital,
16
acquisitions and divestitures, government and
regulatory policies, the pricing and availability
of equipment, materials, inventories and
programming, dependence on customers and their
spending patterns, risks associated with reliance
on the performance and financial condition of
vendors and customers, product acceptance, our
ability to execute on our business plans and to
construct, expand and upgrade our cable systems,
fiber optic networks and related facilities,
technological developments and changes in the
competitive environment in which we operate.
Persons reading this prospectus are cautioned that
such statements are only predictions and that
actual events or results may differ materially. In
evaluating such statements, readers should
specifically consider the various factors which
could cause actual events or results to differ
materially from those indicated by such forward-
looking statements.
17
RATIO OF EARNINGS TO COMBINED FIXED CHARGES AND PREFERRED STOCK DIVIDENDS
The following table sets forth the ratio of earnings to combined fixed
charges and preferred stock dividends of Adelphia for the periods indicated.
For purposes of calculating the ratio of earnings available to cover combined
fixed charges and preferred stock dividends:
. earnings consist of loss before income taxes and extraordinary items
plus fixed charges, excluding capitalized interest, and
. fixed charges consist of interest, whether expensed or capitalized, plus
amortization of debt issuance costs plus the assumed interest component
of rent expense.
Fiscal Year Fiscal Year
Ended Ended
March 31, Nine Months Ended December 31, Three Months Ended
----------- December 31, ------------ March 31,
1997 1998 1998 1999 2000 2001
---- ---- ----------------- ---- ---- ------------------
-- -- -- -- -- 1.68 to 1.00
For the years ended March 31, 1997 and 1998, the nine months ended December
31, 1998 and the years ended December 31, 1999 and 2000, Adelphia's earnings
were insufficient to cover its combined fixed charges and preferred stock
dividends by approximately $61,848,000, $113,941,000, $95,595,000, $281,975,000
and $916,103,000, respectively.
18
DILUTION
The net tangible book value of Adelphia's common stock as of March 31, 2001
was a deficit of approximately $10,309,584,000 or a negative $59.70 a share.
Net tangible book value per share represents the amount of Adelphia's
convertible preferred stock, common stock and other stockholders' equity, less
intangible assets, divided by shares of Adelphia's common stock outstanding.
Purchasers of our common stock will have an immediate dilution of net tangible
book value which will exceed the purchase price per share, due to our having a
net tangible book value deficit.
USE OF PROCEEDS
Unless otherwise specified in the applicable prospectus supplement, we
intend to apply the net proceeds from the sale of the securities to which this
prospectus relates to general funds to be used for general corporate purposes
including capital expenditures, acquisitions, the reduction of indebtedness,
investments and other purposes. We may invest funds not required immediately
for such purposes in short-term obligations or we may use them to reduce the
future level of our indebtedness.
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DESCRIPTION OF DEBT SECURITIES
The following description sets forth general terms and provisions of the
debt securities to which any prospectus supplement may relate. We will describe
the particular terms and provisions of the series of debt securities offered by
a prospectus supplement, and the extent to which such general terms and
provisions described below may apply thereto, in the prospectus supplement
relating to such series of debt securities.
The senior debt securities are to be issued in one or more series under an
indenture, as supplemented or amended from time to time between Adelphia and an
institution that we will name in the related prospectus supplement, as trustee.
For ease of reference, we will refer to the indenture relating to senior debt
securities as the senior indenture and we will refer to the trustee under that
indenture as the senior trustee. The subordinated debt securities are to be
issued in one or more series under an indenture, as supplemented or amended
from time to time, between Adelphia and an institution that we will name in the
related prospectus supplement, as trustee. For ease of reference, we will refer
to the indenture relating to subordinate debt securities as the subordinate
indenture and we will refer to the trustee under that indenture as the
subordinate trustee. This summary of certain terms and provisions of the debt
securities and the indentures is not necessarily complete, and we refer you to
the copy of the form of the indentures which are filed as an exhibit to the
registration statement of which this prospectus forms a part, and to the Trust
Indenture Act. Whenever we refer to particular defined terms of the indentures
in this Section or in a prospectus supplement, we are incorporating these
definitions into this prospectus or the prospectus supplement.
General
The debt securities will be issuable in one or more series pursuant to an
indenture supplemental to the applicable indenture or a resolution of
Adelphia's board of directors or a committee of the board. Unless otherwise
specified in a prospectus supplement, each series of senior debt securities
will rank pari passu in right of payment with all of Adelphia Parent Company's
other senior unsecured obligations. Each series of subordinated debt securities
will be subordinated and junior in right of payment to the extent and in the
manner set forth in the subordinated indenture and the supplemental indenture
relating to that debt. Except as otherwise provided in a prospectus supplement,
the indentures do not limit the incurrence or issuance of other secured or
unsecured debt of Adelphia, whether under the indentures, any other indenture
that Adelphia may enter into in the future or otherwise. For more information,
you should read the prospectus supplement relating to a particular offering of
securities.
The applicable prospectus supplement or prospectus supplements will describe
the following terms of each series of debt securities:
. the title of the debt securities and whether such series constitutes
senior debt securities or subordinated debt securities;
. any limit upon the aggregate principal amount of the debt securities;
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. the date or dates on which the principal of the debt securities is
payable or the method of that determination or the right, if any, of
Adelphia to defer payment of principal;
. the rate or rates, if any, at which the debt securities will bear
interest (including reset rates, if any, and the method by which any
such rate will be determined), the interest payment dates on which
interest will be payable and the right, if any, of Adelphia to defer any
interest payment;
. the place or places where, subject to the terms of the indenture as
described below under the caption "--Payment and Paying Agents," the
principal of and premium, if any, and interest, if any, on the debt
securities will be payable and where, subject to the terms of the
indenture as described below under the caption "--Denominations,
Registration and Transfer," Adelphia will maintain an office or agency
where debt securities may be presented for registration of transfer or
exchange and the place or places where notices and demands to or upon
Adelphia in respect of the debt securities and the indenture may be
made;
. any period or periods within, or date or dates on which, the price or
prices at which and the terms and conditions upon which debt securities
may be redeemed, in whole or in part, at the option of Adelphia pursuant
to any sinking fund or otherwise;
. the obligation, if any, of Adelphia to redeem or purchase the debt
securities pursuant to any sinking fund or analogous provisions or at
the option of a holder and the period or periods within which, the price
or prices at which, the currency or currencies including currency unit
or units, in which and the other terms and conditions upon which the
debt securities will be redeemed or purchased, in whole or in part,
pursuant to such obligation;
. the denominations in which any debt securities will be issuable if other
than denominations of $1,000 and any integral multiple thereof;
. if other than in U.S. Dollars, the currency or currencies, including
currency unit or units, in which the principal of, and premium, if any,
and interest, if any, on the debt securities will be payable, or in
which the debt securities shall be denominated;
. any additions, modifications or deletions in the events of default or
covenants of Adelphia specified in the indenture with respect to the
debt securities;
. if other than the principal amount, the portion of the principal amount
of debt securities that will be payable upon declaration of acceleration
of the maturity thereof;
. any additions or changes to the indenture with respect to a series of
debt securities that will be necessary to permit or facilitate the
issuance of the series in bearer form, registrable or not registrable as
to principal, and with or without interest coupons;
. any index or indices used to determine the amount of payments of
principal of and premium, if any, on the debt securities and the manner
in which such amounts will be determined;
21
. subject to the terms described under "--Global Debt Securities," whether
the debt securities of the series will be issued in whole or in part in
the form of one or more global securities and, in such case, the
depositary for the global securities;
. the appointment of any trustee, registrar, paying agent or agents;
. the terms and conditions of any obligation or right of Adelphia or a
holder to convert or exchange debt securities into preferred securities
or other securities;
. whether the defeasance and covenant defeasance provisions described
under the caption "--Satisfaction and Discharge; Defeasance" will be
inapplicable or modified;
. any applicable subordination provisions in addition to those set forth
herein with respect to subordinated debt securities; and
. any other terms of the debt securities not inconsistent with the
provisions of the applicable indenture.
We may sell debt securities at a substantial discount below their stated
principal amount, bearing no interest or interest at a rate which at the time
of issuance is below market rates. We will describe material U.S. federal
income tax consequences and special considerations applicable to the debt
securities in the applicable prospectus supplement.
If the purchase price of any of the debt securities is payable in one or
more foreign currencies or currency units or if any debt securities are
denominated in one or more foreign currencies or currency units or if the
principal of, premium, if any, or interest, if any, on any debt securities is
payable in one or more foreign currencies or currency units, we will set forth
the restrictions, elections, material U.S. federal income tax considerations,
specific terms and other information with respect to such issue of debt
securities and such foreign currency or currency units in the applicable
prospectus supplement.
If any index is used to determine the amount of payments of principal,
premium, if any, or interest on any series of debt securities, we will describe
the material U.S. federal income tax, accounting and other considerations
applicable thereto in the applicable prospectus supplement.
Denominations, Registration and Transfer
Unless otherwise specified in the applicable prospectus supplement, the debt
securities will be issuable only in registered form, without coupons, in
denominations of $1,000 and any integral multiple thereof. Debt securities of
any series will be exchangeable for other debt securities of the same issue and
series, of any authorized denominations of a like aggregate principal amount,
the same original issue date, stated maturity and bearing the same interest
rate.
Holders may present each series of debt securities for exchange as provided
above, and for registration of transfer, with the form of transfer endorsed
thereon, or with a satisfactory written instrument of transfer, duly executed,
at the office of the appropriate securities
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registrar or at the office of any transfer agent designated by Adelphia for
such purpose and referred to in the applicable prospectus supplement, without
service charge and upon payment of any taxes and other governmental charges as
described in the indenture. Adelphia will appoint the trustee of each series of
debt securities as securities registrar for such series under the indenture.
If the applicable prospectus supplement refers to any transfer agents, in
addition to the securities registrar initially designated by Adelphia with
respect to any series, Adelphia may at any time rescind the designation of any
such transfer agent or approve a change in the location through which any such
transfer agent acts, provided that Adelphia maintains a transfer agent in each
place of payment for the series. Adelphia may at any time designate additional
transfer agents with respect to any series of debt securities.
In the event of any redemption, neither Adelphia nor the trustee will be
required to:
. issue, register the transfer of or exchange debt securities of any
series during a period beginning at the opening of business 15 days
before the day of mailing of a notice for redemption of debt securities
of that series, and ending at the close of business on the day of
mailing of the relevant notice of redemption, or
. transfer or exchange any debt securities so selected for redemption,
except, in the case of any debt securities being redeemed in part, any
portion not being redeemed.
Global Debt Securities
Unless otherwise specified in the applicable prospectus supplement, the debt
securities of a series may be issued in whole or in part in the form of one or
more global securities that we will deposit with, or on behalf of, a depositary
identified in the prospectus supplement relating to such series. Global debt
securities may be issued only in fully registered form and in either temporary
or permanent form. Unless and until it is exchanged in whole or in part for the
individual debt securities represented by it, a global debt security may not be
transferred except as a whole by the depositary for the global debt security to
a nominee of the depositary or by a nominee of the depositary to the depositary
or another nominee of the depositary or by the depositary or any nominee to a
successor depositary or any nominee of the successor.
The specific terms of the depositary arrangement with respect to a series of
debt securities will be described in the prospectus supplement relating to the
series. Adelphia anticipates that the following provisions will generally apply
to depositary arrangements.
Upon the issuance of a global debt security, and the deposit of the global
debt security with or on behalf of the applicable depositary, the depositary
for the global debt security or its nominee will credit on its book-entry
registration and transfer system, the respective principal amounts of the
individual debt securities represented by the global debt security to the
accounts of persons, more commonly known as participants, that have accounts
with the depositary. These accounts will be designated by the dealers,
underwriters or agents with respect to the debt securities or by Adelphia if
the debt securities are offered and sold
23
directly by Adelphia. Ownership of beneficial interests in a global debt
security will be limited to participants or persons that may hold interests
through participants. Ownership of beneficial interests in the global debt
security will be shown on, and the transfer of that ownership will be effected
only through, records maintained by the applicable depositary or its nominee
with respect to interests of participants and the records of participants with
respect to interests of persons who hold through participants. The laws of some
states require that certain purchasers of securities take physical delivery of
the securities in definitive form. These limits and laws may impair the ability
to transfer beneficial interests in a global debt security.
So long as the depositary for a global debt security, or its nominee, is the
registered owner of the global debt security, the depositary or its nominee, as
the case may be, will be considered the sole owner or holder of the debt
securities represented by the global debt security for all purposes under the
indenture. Except as provided below, owners of beneficial interests in a global
debt security will not be entitled to have any of the individual debt
securities of the series represented by the global debt security registered in
their names, will not receive or be entitled to receive physical delivery of
any debt securities of the series in definitive form and will not be considered
the owners or holders of them under the indenture.
Payments of principal of, and premium, if any, and interest on individual
debt securities represented by a global debt security registered in the name of
a depositary or its nominee will be made to the depositary or its nominee, as
the case may be, as the registered owner of the global debt security
representing the debt securities. None of Adelphia, or the trustee, any paying
agent, or the securities registrar for the debt securities will have any
responsibility or liability for any aspect of the records relating to or
payments made on account of beneficial ownership interest of the global debt
security for the debt securities or for maintaining, supervising or reviewing
any records relating to those beneficial ownership interests.
Adelphia expects that the depositary for a series of debt securities or its
nominee, upon receipt of any payment of principal, premium or interest in
respect of a permanent global debt security representing any of the debt
securities, immediately will credit participants' accounts with payments in
amounts proportionate to their respective beneficial interest in the principal
amount of the global debt security for the debt securities as shown on the
records of the depositary or its nominee. Adelphia also expects that payments
by participants to owners of beneficial interests in the global debt security
held through the participants will be governed by standing instructions and
customary practices, as is now the case with securities held for the accounts
of customers in bearer form or registered in "street name." These payments will
be the responsibility of these participants.
Unless otherwise specified in the applicable prospectus supplement, if the
depositary for a series of debt securities is at any time unwilling, unable or
ineligible to continue as depositary and a successor depositary is not
appointed by Adelphia within 90 days, Adelphia will issue individual debt
securities of the series in exchange for the global debt security representing
the series of debt securities. In addition, unless otherwise specified in the
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applicable prospectus supplement, Adelphia may at any time and in its sole
discretion, subject to any limitations described in the prospectus supplement
relating to the debt securities, determine not to have any debt securities of
the series represented by one or more global debt securities and, in such
event, will issue individual debt securities of the series in exchange for such
global debt securities. Further, if Adelphia so specifies with respect to the
debt securities of a series, an owner of a beneficial interest in a global debt
security representing debt securities of the series may, on terms acceptable to
Adelphia, the trustee and the depositary for the global debt security, receive
individual debt securities of the series in exchange for such beneficial
interests, subject to any limitations described in the prospectus supplement
relating to the debt securities. In any such instance, an owner of a beneficial
interest in a global debt security will be entitled to physical delivery of
individual debt securities of the series represented by the global debt
security equal in principal amount to its beneficial interest and to have the
debt securities registered in its name. Individual debt securities of the
series so issued will be issued in denominations, unless otherwise specified by
Adelphia, of $1,000 and integral multiples thereof. The applicable prospectus
supplement may specify other circumstances under which individual debt
securities may be issued in exchange for the global debt security representing
any debt securities.
Payment and Paying Agents
Unless otherwise indicated in the applicable prospectus supplement, payment
of principal of, and premium, if any, and any interest on debt securities will
be made at the office of the trustee in New York or at the office of such
paying agent or paying agents as Adelphia may designate from time to time in
the applicable prospectus supplement, except that at the option of Adelphia
payment of any interest may be made:
. except in the case of global debt securities, by check mailed to the
address of the person or entity entitled thereto as such address shall
appear in the securities register; or
. by transfer to an account maintained by the person or entity entitled
thereto as specified in the securities register, provided that proper
transfer instructions have been received by the regular record date.
Unless otherwise indicated in the applicable prospectus supplement, we
will make payment of any interest on debt securities to the person or
entity in whose name the debt security is registered at the close of
business on the regular record date for the interest payment, except in
the case of defaulted interest. Adelphia may at any time designate
additional paying agents or rescind the designation of any paying agent.
However, Adelphia will at all times be required to maintain a paying
agent in each place of payment for each series of debt securities.
Any moneys deposited with the trustee or any paying agent, or held by
Adelphia in trust, for the payment of the principal of, and premium, if any, or
interest on any debt security and remaining unclaimed for two years after such
principal, and premium, if any, or interest has become due and payable will, at
the request of Adelphia, be repaid to Adelphia or released from such trust, as
applicable, and the holder of the debt security will thereafter look, as a
general unsecured creditor, only to Adelphia for payment.
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Option to Defer Interest Payments or to Pay-in-Kind
If provided in the applicable prospectus supplement, Adelphia will have the
right, at any time and from time to time during the term of any series of debt
securities, to defer the payment of interest for such number of consecutive
interest payment periods as may be specified in the applicable prospectus
supplement, subject to the terms, conditions and covenants, if any, specified
in such prospectus supplement, provided that an extension period may not extend
beyond the stated maturity of the final installment of principal of the series
of debt securities. If provided in the applicable prospectus supplement,
Adelphia will have the right, at any time and from time to time during the term
of any series of debt securities, to make payments of interest by delivering
additional debt securities of the same series. Certain material U.S. federal
income tax consequences and special considerations applicable to the debt
securities will be described in the applicable prospectus supplement.
Subordination
Except as set forth in the applicable prospectus supplement, the
subordinated indenture provides that the subordinated debt securities are
subordinated and junior in right of payment to all senior indebtedness of
Adelphia. If:
. Adelphia defaults in the payment of any principal, or premium, if any,
or interest on any senior indebtedness when the same becomes due and
payable, whether at maturity or at a date fixed for prepayment or
declaration or otherwise; or
. an event of default occurs with respect to any senior indebtedness
permitting the holders thereof to accelerate the maturity thereof and
written notice of such event of default, requesting that payments on
subordinated debt securities cease, is given to Adelphia by the holders
of senior indebtedness,
then, unless and until the default in payment or event of default shall have
been cured or waived or shall have ceased to exist, no direct or indirect
payment, in cash, property or securities, by set-off or otherwise, will be made
or agreed to be made on account of the subordinated debt securities or interest
thereon or in respect of any repayment, redemption, retirement, purchase or
other acquisition of subordinated debt securities.
Except as set forth in the applicable prospectus supplement, the
subordinated indenture provides that in the event of:
. any insolvency, bankruptcy, receivership, liquidation, reorganization,
readjustment, composition or other similar proceeding relating to
Adelphia, its creditors or its property;
. any proceeding for the liquidation, dissolution or other winding-up of
Adelphia, voluntary or involuntary, whether or not involving insolvency
or bankruptcy proceedings;
. any assignment by Adelphia for the benefit of creditors; or
. any other marshaling of the assets of Adelphia;
26
all present and future senior indebtedness, including, without limitation,
interest accruing after the commencement of the proceeding, assignment or
marshaling of assets, will first be paid in full before any payment or
distribution, whether in cash, securities or other property, will be made by
Adelphia on account of subordinated debt securities. In that event, any payment
or distribution, whether in cash, securities or other property, other than
securities of Adelphia or any other corporation provided for by a plan of
reorganization or a readjustment, the payment of which is subordinate, at least
to the extent provided in the subordination provisions of the indenture, to the
payment of all senior indebtedness at the time outstanding and to any
securities issued in respect thereof under any such plan of reorganization or
readjustment and other than payments made from any trust described in the
"Satisfaction and Discharge; Defeasance" below, which would otherwise but for
the subordination provisions be payable or deliverable in respect of
subordinated debt securities, including any such payment or distribution which
may be payable or deliverable by reason of the payment of any other
indebtedness of Adelphia being subordinated to the payment of subordinated debt
securities will be paid or delivered directly to the holders of senior
indebtedness, or to their representative or trustee, in accordance with the
priorities then existing among such holders until all senior indebtedness shall
have been paid in full. No present or future holder of any senior indebtedness
will be prejudiced in the right to enforce subordination of the indebtedness
evidenced by subordinated debt securities by any act or failure to act on the
part of Adelphia.
The term "senior indebtedness" is defined as the principal, premium, if any,
and interest on:
. all indebtedness of Adelphia, whether outstanding on the date of the
issuance of subordinated debt securities or thereafter created, incurred
or assumed, which is for money borrowed, or which is evidenced by a note
or similar instrument given in connection with the acquisition of any
business, properties or assets, including securities;
. any indebtedness of others of the kinds described in the first bullet
point above for the payment of which Adelphia is responsible or liable
as guarantor or otherwise; and
. amendments, renewals, extensions and refundings of any such
indebtedness;
unless in any instrument or instruments evidencing or securing such
indebtedness or pursuant to which the same is outstanding, or in any such
amendment, renewal, extension or refunding, it is expressly provided that such
indebtedness is not superior in right of payment to subordinated debt
securities. The senior indebtedness will continue to be senior indebtedness and
entitled to the benefits of the subordination provisions irrespective of any
amendment, modification or waiver of any term of the senior indebtedness or
extension or renewal of the senior indebtedness.
Except as provided in the applicable prospectus supplement, the subordinated
indenture for a series of subordinated debt does not limit the aggregate amount
of senior indebtedness that may be issued by Adelphia. As of March 31, 2001,
senior indebtedness of the Adelphia
27
Parent Company aggregated approximately $3,424,051,000. In addition, because
Adelphia is a holding company, the subordinated debt securities are effectively
subordinated to all existing and future liabilities of Adelphia's subsidiaries.
Modification of Indentures
From time to time, Adelphia and the trustees may modify the indentures
without the consent of any holders of any series of debt securities with
respect to some matters, including:
. to cure any ambiguity, defect or inconsistency or to correct or
supplement any provision which may be inconsistent with any other
provision of the indenture;
. to qualify, or maintain the qualification of, the indentures under the
Trust Indenture Act; and
. to make any change that does not materially adversely affect the
interests of any holder of such series of debt securities.
In addition, under the indentures, Adelphia and the trustee may modify some
rights, covenants and obligations of Adelphia and the rights of holders of any
series of debt securities with the written consent of the holders of at least a
majority in aggregate principal amount of the series of outstanding debt
securities. However, no extension of the maturity of any series of debt
securities, reduction in the interest rate, extension of the time for payment
of interest, change in the optional redemption or repurchase provisions in a
manner adverse to any holder of the series of debt securities, other
modification in the terms of payment of the principal of, or interest on, the
series of debt securities, or reduction of the percentage required for
modification, will be effective against any holder of the series of outstanding
debt securities without the holder's consent.
In addition, Adelphia and the trustees may execute, without the consent of
any holder of the debt securities, any supplemental indenture for the purpose
of creating any new series of debt securities.
Events of Default
The indentures provide that any one or more of the following described
events with respect to a series of debt securities that has occurred and is
continuing constitutes an "event of default" with respect to that series of
debt securities:
. failure for 60 days to pay any interest or any sinking fund payment on
the series of debt securities when due, (subject to the deferral of any
due date in the case of an extension period);
. failure to pay any principal or premium, if any, on the series of the
debt securities when due whether at maturity, upon redemption, by
declaration or otherwise;
. failure to observe or perform in any material respect certain other
covenants contained in the indenture for 90 days after written notice
has been given to
28
Adelphia from the trustee or the holders of at least 25% in principal
amount of the series of outstanding debt securities;
. default resulting in acceleration of other indebtedness of Adelphia for
borrowed money where the aggregate principal amount so accelerated
exceeds $25 million and the acceleration is not rescinded or annulled
within 30 days after the written notice thereof to Adelphia by the
trustee or to Adelphia and the trustee by the holders of 25% in
aggregate principal amount of the debt securities of the series then
outstanding, provided that the event of default will be remedied, cured
or waived if the default that resulted in the acceleration of such other
indebtedness is remedied, cured or waived; or
. certain events in bankruptcy, insolvency or reorganization of Adelphia.
The holders of a majority in outstanding principal amount of the series of
debt securities have the right to direct the time, method and place of
conducting any proceeding for any remedy available to the trustee of the
series. The trustee or the holders of not less than 25% in aggregate
outstanding principal amount of the series may declare the principal due and
payable immediately upon an event of default. The holders of a majority in
aggregate outstanding principal amount of the series may annul the declaration
and waive the default if the default (other than the non-payment of the
principal of the series which has become due solely by the acceleration) has
been cured and a sum sufficient to pay all matured installments of interest
and principal due otherwise than by acceleration has been deposited with the
trustee of the series.
The holders of a majority in outstanding principal amount of a series of
debt securities affected thereby may, on behalf of the holders of all the
holders of the series of debt securities, waive any past default, except a
default in the payment of principal or interest, unless the default has been
cured and a sum sufficient to pay all matured installments of interest and
principal due otherwise than by acceleration has been deposited with the
trustee of the series, or a default in respect of a covenant or provision
which under the related indenture cannot be modified or amended without the
consent of the holder of each outstanding debt security of the series.
Adelphia is required to file annually with the trustees a certificate as to
whether or not Adelphia is in compliance with all the conditions and covenants
applicable to it under the indentures.
In case an event of default shall occur and be continuing as to a series of
debt securities, the trustee of the series will have the right to declare the
principal of and the interest on the debt securities, and any other amounts
payable under the indenture, to be forthwith due and payable and to enforce
its other rights as a creditor with respect to the debt securities.
No holder of any debt securities will have any right to institute any
proceeding with respect to the indenture or for any remedy thereunder, unless
the holder shall have previously given to the trustee written notice of a
continuing event of default and unless also the holders of at least 25% in
aggregate principal amount of the outstanding debt securities of the series
shall have made written request and offered reasonably indemnity to the
trustee
29
of the series to institute the proceeding as a trustee, and unless the trustee
shall not have received from the holders of a majority in aggregate principal
amount of the outstanding debt securities of the class a direction inconsistent
with the request and shall have failed to institute the proceeding within 60
days. However, these limitations do not apply to a suit instituted by a holder
of a debt security for enforcement of payment of the principal or interest on
the debt security on or after the respective due dates expressed in the debt
security.
Consolidation, Merger, Sale of Assets and Other Transactions
Unless otherwise indicated in the applicable prospectus supplement, the
indentures provide that Adelphia will not consolidate with or merge into any
other person or entity or sell, assign, convey, transfer or lease its
properties and assets substantially as an entirety to any person or entity
unless:
. either Adelphia is the continuing corporation, or any successor or
purchaser is a corporation, partnership, or trust or other entity
organized under the laws of the United States of America, any State
thereof or the District of Columbia, and the successor or purchaser
expressly assumes Adelphia's obligations on the debt securities under a
supplemental indenture; and
. immediately before and after giving effect thereto, no event of default,
and no event which, after notice or lapse of time or both, would become
an event of default, shall have happened and be continuing.
Unless otherwise indicated in the applicable prospectus supplement, the
general provisions of the indentures do not afford holders of the debt
securities protection in the event of a highly leveraged or other transaction
involving Adelphia that may adversely affect holders of the debt securities.
Satisfaction and Discharge; Defeasance
The indentures provide that when, among other things, all debt securities
not previously delivered to the trustee for cancellation:
. have become due and payable, or
. will become due and payable at their stated maturity within one year,
and Adelphia deposits or causes to be deposited with the trustee, as trust
funds in trust for the purpose, an amount in the currency or currencies in
which the debt securities are payable sufficient to pay and discharge the
entire indebtedness on the debt securities not previously delivered to the
trustee for cancellation, for the principal, and premium, if any, and interest
to the date of the deposit or to the stated maturity, as the case may be, then
the indenture will cease to be of further effect (except as to Adelphia's
obligations to pay all other sums due pursuant to the indenture and to provide
the officers' certificates and opinions of counsel described therein), and
Adelphia will be deemed to have satisfied and discharged the indenture.
30
The indentures provide that Adelphia may elect either:
. to terminate, and be deemed to have satisfied, all its obligations with
respect to any series of debt securities, except for the obligations to
register the transfer or exchange of such debt securities, to replace
mutilated, destroyed, lost or stolen debt securities, to maintain an
office or agency in respect of the debt securities and to compensate and
indemnify the trustee ("defeasance"); or
. to be released from its obligations with respect to certain covenants
("covenant defeasance"), upon the deposit with the trustee, in trust for
such purpose, of money and/or U.S. Government Obligations, as defined in
the indenture, which through the payment of principal and interest in
accordance with the term used will provide money, in an amount
sufficient (in the opinion of a nationally recognized firm of
independent public accountants) to pay the principal of, interest on and
any other amounts payable in respect of the outstanding debt securities
of the series.
Such a trust may be established only if, among other things, Adelphia has
delivered to the trustee an opinion of counsel (as specified in the indenture)
with regard to certain matters, including an opinion to the effect that the
holders of the debt securities will not recognize income, gain or loss for
federal income tax purposes as a result of the deposit and discharge and will
be subject to federal income tax on the same amounts and in the same manner and
at the same times as would have been the case if the deposit and defeasance or
covenant defeasance, as the case may be, had not occurred.
Redemption
Unless otherwise indicated in the applicable prospectus supplement, debt
securities will not be subject to any sinking fund requirements.
Unless otherwise indicated in the applicable prospectus supplement, Adelphia
may, at its option, redeem the debt securities of any series in whole at any
time or in part from time to time, at the redemption price set forth in the
applicable prospectus supplement plus accrued and unpaid interest to the date
fixed for redemption, and debt securities in denominations larger than $1,000
may be redeemed in part but only in integral multiples of $1,000. If the debt
securities of any series are so redeemable only on or after a specified date or
upon the satisfaction of additional conditions, the applicable prospectus
supplement will specify the date or describe the conditions.
Adelphia will mail notice of any redemption at least 30 days but not more
than 60 days before the redemption date to each holder of debt securities to be
redeemed at the holder's registered address. Unless Adelphia defaults in the
payment of the redemption price, on and after the redemption date interest
shall cease to accrue on the debt securities or portions thereof called for
redemption.
Conversion or Exchange
If and to the extent indicated in the applicable prospectus supplement, the
debt securities of any series may be convertible or exchangeable into other
securities. The specific terms on
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which debt securities of any series may be so converted or exchanged will be
set forth in the applicable prospectus supplement. These terms may include
provisions for conversion or exchange, either mandatory, at the option of the
holder, or at the option of Adelphia, in which case the number of shares of
other securities to be received by the holders of debt securities would be
calculated as of a time and in the manner stated in the applicable prospectus
supplement.
Certain Covenants
The indentures contain certain covenants regarding, among other matters,
corporate existence, payment of taxes and reports to holders of debt
securities. If and to the extent indicated in the applicable prospectus
supplement, these covenants may be removed or additional covenants added with
respect to any series of debt securities.
Governing Law
The indentures and the debt securities will be governed by and construed in
accordance with the laws of the State of New York.
Information Concerning the Trustees
Each trustee shall have and be subject to all the duties and
responsibilities specified with respect to an indenture trustee under the Trust
Indenture Act. Subject to these provisions, each trustee is under no obligation
to exercise any of the powers vested in it by the indenture at the request of
any holder of the debt securities, unless offered reasonable indemnity by the
holder against the costs, expenses and liabilities which might be incurred
thereby. Each trustee is not required to expend or risk its own funds or
otherwise incur personal financial liability in the performance of its duties
if the trustee reasonably believes that repayment or adequate indemnity is not
reasonably assured to it.
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DESCRIPTION OF CAPITAL STOCK
The following description of the capital stock of Adelphia and certain
provisions of Adelphia's Certificate of Incorporation and Bylaws as of July 20,
2001 is a summary and is qualified in its entirety by Adelphia's Certificate of
Incorporation and Bylaws, which documents are exhibits to the registration
statement covering this prospectus.
Adelphia's authorized capital stock consists of 1,200,000,000 shares of
Class A common stock, 300,000,000 shares of Class B common stock, and
50,000,000 shares of preferred stock.
Common Stock
Dividends. Holders of Class A common stock and Class B common stock are
entitled to receive such dividends as may be declared by Adelphia's Board of
Directors out of funds legally available for this purpose, but only after
payment of dividends required to be paid on outstanding shares of any other
class or series of stock having preference over common stock as to dividends.
No dividend may be declared or paid in cash or property on either class of
common stock, however, unless simultaneously a dividend is paid on the other
class of common stock as follows. In the event a cash dividend is paid, the
holders of Class A common stock will be paid a cash dividend per share equal to
105% of the amount payable per share of Class B common stock. In the event of a
property dividend, holders of each class of common stock are entitled to
receive the same value per share of common stock outstanding. In the case of
any stock dividend, holders of Class A common stock are entitled to receive the
same percentage dividend (payable in Class A common stock) as the holders of
Class B common stock receive (payable in Class B common stock).
Voting Rights. Holders of Class A common stock and Class B common stock vote
as a single class on all matters submitted to a vote of the stockholders, with
each share of Class A common stock entitled to one vote and each share of Class
B common stock entitled to ten votes, except:
. for the election of directors, and
. as otherwise provided by law.
In the annual election of directors, the holders of Class A common stock,
voting as a separate class, are entitled to elect one of Adelphia's directors.
The holders of Class A common stock and Class B common stock, voting as a
single class with each share of Class A common stock entitled to one vote and
each share of Class B common stock entitled to ten votes, are entitled to elect
the remaining directors. Consequently, holders of Class B common stock have
sufficient voting power to elect the remaining eight members of the current
nine-member board of directors. Holders of Class A common stock and Class B
common stock are not entitled to cumulate votes in the election of directors.
Under Delaware law and Adelphia's Certificate of Incorporation, as amended, the
affirmative vote of a majority of the outstanding shares of Class A common
stock is required to approve, among other matters, a change in the powers,
preferences or special rights of the shares of Class A
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common stock so as to affect them adversely, but is not required to approve an
increase or decrease in the number of authorized shares of Class A common
stock.
Liquidation Rights. Upon liquidation, dissolution or winding up of Adelphia,
any distributions to holders of any class of common stock would only be made
after payment in full of creditors and provision for the preference of any
other class or series of stock having a preference over the common stock upon
liquidation, dissolution or winding up that may then be outstanding.
Thereafter, the holders of Class A common stock are entitled to a preference of
$1.00 per share. After this amount is paid, holders of the Class B common stock
are entitled to receive $1.00 per share. Any remaining amount would then be
shared ratably by both classes.
Other Provisions. Each share of Class B common stock is convertible at the
option of its holder into one share of Class A common stock at any time. The
holders of Class A common stock and Class B common stock are not entitled to
preemptive or subscription rights. Neither the Class A common stock nor the
Class B common stock may be subdivided, consolidated, reclassified or otherwise
changed unless concurrently the other class of common stock is subdivided,
consolidated, reclassified or otherwise changed in the same proportion and in
the same manner.
Preferred Stock
The 50,000,000 shares of authorized preferred stock may be issued with such
designations, powers, preferences and other rights and qualifications,
limitations and restrictions thereof as Adelphia's board of directors may
authorize without further action by Adelphia's stockholders, including but not
limited to:
. the distinctive designation of each series and the number of shares that
will constitute the series;
. the voting rights, if any, of shares of the series;
. the dividend rate on the shares of the series, any restriction,
limitation or condition upon the payment of dividends, whether dividends
will be cumulative and the dates on which dividends are payable;
. the prices at which, and the terms and conditions on which, the shares
of the series may be redeemed, if the shares are redeemable;
. the purchase or sinking fund provisions, if any, for the purchase or
redemption of shares of the series;
. any preferential amount payable upon shares of the series in the event
of the liquidation, dissolution or winding up of Adelphia or the
distribution of its assets;
. the prices or rates of conversion at which, and the terms and conditions
on which, the shares of such series may be converted into other
securities, if such shares are convertible. Adelphia has designated and
has outstanding two classes of preferred stock--13% Series B Cumulative
Redeemable Exchangeable preferred stock and 5 1/2% Series D Convertible
preferred stock. For ease of reference, we refer to the
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13% Series B Cumulative Redeemable Exchangeable preferred stock as the
Exchangeable preferred stock and to the 5 1/2% Series D Convertible
preferred stock as the 5 1/2% Convertible preferred stock; and
. In connection with the foregoing designations, the maximum number of
shares authorized of Exchangeable preferred stock and 5 1/2% Convertible
preferred stock is 1,500,000 shares and 2,875,000 shares, respectively.
The Exchangeable preferred stock and 5 1/2% Convertible preferred stock
rank senior to the common stock of Adelphia with respect to dividends
and liquidation. The Exchangeable preferred stock and 5 1/2% Convertible
preferred stock rank equal in right of payment as to dividends and upon
liquidation, dissolution or winding-up of Adelphia.
Exchangeable Preferred Stock. The shares of Exchangeable preferred stock are
redeemable at the option of Adelphia, on or after July 15, 2002. Adelphia is
required, subject to certain conditions, to redeem all of the Exchangeable
preferred stock outstanding on July 15, 2009, at a redemption price equal to
100% of the liquidation preference thereof, plus accumulated and unpaid
dividends to the date of redemption. Dividends on the Exchangeable preferred
stock accrue at a rate of 13% of the liquidation preference per annum and are
payable semiannually. The Exchangeable preferred stock is not entitled to vote
in the election of directors of Adelphia or upon any other matter, except as
provided by law, unless a Voting Rights Triggering Event, as defined in the
related Certificate of Designation, occurs with respect to the Exchangeable
preferred stock. If this occurs, the board of directors will be expanded by two
seats, the directors for which shall then be elected by the holders of the
Exchangeable preferred stock.
5 1/2% Convertible Preferred Stock. The 5 1/2% Convertible preferred stock
accrues cumulative dividends at the rate of 5 1/2% per annum, or $11.00 per
share of the 5 1/2% Convertible preferred stock per annum. The 5 1/2%
Convertible preferred stock has a liquidation preference of $200 per share.
Upon any voluntary or involuntary liquidation, dissolution or winding-up of the
affairs of Adelphia, the holders of the 5 1/2% Convertible preferred stock are
entitled to receive the liquidation preference for the 5 1/2% Convertible
preferred stock, plus any accrued but unpaid dividends thereon, and no more.
Neither the voluntary sale, conveyance, exchange or transfer, for cash, shares
of stock, securities or other consideration, of all or substantially all of the
property or assets of Adelphia nor the consolidation or merger of Adelphia with
or into one or more corporations will be deemed to be a voluntary or
involuntary liquidation, dissolution or winding-up of Adelphia, unless the
sale, conveyance, exchange or transfer shall be in connection with a
liquidation, dissolution or winding-up of the business of Adelphia.
Each share of 5 1/2% Convertible preferred stock is convertible based upon
its stated liquidation preference into shares of Class A common stock of
Adelphia at any time at the election of the holder of it at a conversion price
of $81.45 per share of Adelphia Class A common stock, or approximately 2.45549
shares of Class A common stock per share of 5 1/2% Convertible preferred stock.
The conversion price is subject to adjustment in certain circumstances, such as
if Adelphia pays a dividend in shares of Class A common stock or subdivides,
combines or reclassifies the shares of Class A common stock or distributes
rights
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to purchase common stock or makes certain other distributions to holders of
Class A common stock. The 5 1/2% Convertible preferred stock is not entitled to
vote in the election of directors of Adelphia or upon any other matter, except
as provided by law, unless dividends are in arrears in an amount equal to at
least six quarters. If this occurs, the board of directors will be expanded by
two seats, the directors for which shall then be elected by the holders of the
5 1/2% Convertible preferred stock and serve until the arrearage is eliminated.
The 5 1/2% Convertible preferred stock is not subject to mandatory redemption.
The 5 1/2% Convertible preferred stock may be redeemed at the option of
Adelphia, in whole or in part, at any time on or after May 1, 2002, at the
option of Adelphia in shares of Class A common stock at a redemption price of
$206 per share plus accrued and unpaid dividends, if any, to the redemption
date, or for cash at a redemption price of $200 per share plus accrued and
unpaid dividends.
The rights of holders of shares of common stock as described above will be
subject to, and may be adversely affected by, the rights of holders of any
additional classes of preferred stock that may be designated and issued in the
future.
We will describe the particular terms and conditions of a series of
preferred stock offered by a prospectus supplement in the prospectus supplement
relating to such series of preferred stock. The applicable prospectus
supplement or prospectus supplements will describe the following terms of each
series of preferred stock being offered:
. its title;
. the number of shares offered, any liquidation preference per share and
the purchase price;
. any applicable dividend rate(s), period(s) and/or payment date(s) or
method(s) of calculation;
. if dividends apply whether they shall be cumulative or non-cumulative
and, if cumulative, the date from which dividends shall accumulate;
. any procedures for any auction and remarketing;
. any provisions for a sinking fund;
. any provisions for redemption;
. any listing of such preferred stock on any securities exchange or
market;
. the terms and conditions, if applicable, upon which it will be
convertible into common stock or another series of preferred stock of
Adelphia, including the conversion price (or manner of calculation
thereof) and conversion period;
. the terms and conditions, if applicable, upon which it will be
exchangeable into debt securities of Adelphia, including the exchange
price (or manner of calculation thereof) and exchange period;
. any voting rights;
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. a discussion of any applicable material and/or special United States
federal income tax considerations;
. whether interests in that series of preferred stock will be represented
by depositary shares;
. its relative ranking and preferences as to any dividend rights and
rights upon liquidation, dissolution or winding up of the affairs of
Adelphia;
. any limitations on the future issuance of any class or series of
preferred stock ranking senior to or on a parity with the series of
preferred stock being offered as to dividend rights and rights upon
liquidation, dissolution or winding up of the affairs of Adelphia; and
. any other specific terms, preferences, rights, limitations or
restrictions.
Transfer Agent
The Transfer Agent and Registrar for the Class A common stock, the
Exchangeable preferred stock and the 5 1/2% Convertible preferred stock is
American Stock Transfer & Trust Company. The Transfer Agent and Registrar for
the Class B common stock is Adelphia.
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DESCRIPTION OF WARRANTS
Adelphia may issue warrants to purchase its debt securities, as well as
warrants to purchase its preferred or common stock. Warrants may be issued
independently or together with any securities and may be attached to or
separate from those securities. The warrants will be issued under warrant
agreements to be entered into between Adelphia and a bank or trust company, as
warrant agent, all as will be set forth in the related prospectus supplement.
Debt Warrants
The following briefly summarizes the material terms of the debt warrant
agreement, other than pricing and related terms disclosed in the accompanying
prospectus supplement. You should read the particular terms of any debt
warrants that are offered by us and the applicable debt warrant agreement which
will be described in more detail in a prospectus supplement. The prospectus
supplement will also state whether any of the generalized provisions summarized
below do not apply to the debt warrants being offered.
General
Adelphia may issue warrants for the purchase of its debt securities. As
explained below, each debt warrant will entitle its holder to purchase debt
securities at an exercise price set forth in, or to be determinable as set
forth in, the related prospectus supplement. Debt warrants may be issued
separately or together with debt securities.
The debt warrants are to be issued under debt warrant agreements to be
entered into between Adelphia and one or more banks or trust companies, as debt
warrant agent, all as will be set forth in the prospectus supplement relating
to the debt warrants being offered by the prospectus supplement. A form of debt
warrant agreement, including a form of debt warrant certificate representing
the debt warrants, will be filed as an exhibit to the registration statement of
which this prospectus forms a part. See "Where You Can Find More Information"
below for information on how to obtain a copy of the form of debt warrant
agreement.
Terms of the Debt Warrants to be Described in the Prospectus Supplement
The particular terms of each issue of debt warrants, the debt warrant
agreement relating to the debt warrants and the debt warrant certificates
representing debt warrants will be described in the applicable prospectus
supplement. This description will include:
. the initial offering price;
. the currency or currency unit in which the price for the debt warrants
is payable;
. the title, aggregate principal amount and terms of the debt securities
purchasable upon exercise of the debt warrants;
. the title and terms of any related debt securities with which the debt
warrants are issued and the number of the debt warrants issued with each
debt security;
38
. the date, if any, on and after which the debt warrants and the related
debt securities will be separately transferable;
. the principal amount of debt securities purchasable upon exercise of
each debt warrant and the price at which that principal amount of debt
securities may be purchased upon exercise of each debt warrant;
. the date on which the right to exercise the debt warrants will commence
and the date on which this right will expire;
. if applicable, a discussion of United States federal income tax,
accounting or other considerations applicable to the debt warrants;
. whether the debt warrants represented by the debt warrant certificates
will be issued in registered or bearer form, and, if registered, where
they may be transferred and registered; and
. any other terms of the debt warrants.
Debt warrant certificates will be exchangeable for new debt warrant
certificates of different denominations and, if in registered form, may be
presented for registration of transfer and debt warrants may be exercised at
the corporate trust office of the debt warrant agent or any other office
indicated in the related prospectus supplement. Before the exercise of debt
warrants, holders of debt warrants will not be entitled to payments of
principal, premium, if any, or interest, if any, on the debt securities
purchasable upon exercise of the debt warrants, or to enforce any of the
covenants in the indenture.
Exercise of Debt Warrants
Unless otherwise provided in the related prospectus supplement, each debt
warrant will entitle the holder of debt warrants to purchase for cash the
principal amount of debt securities at the exercise price that will in each
case be set forth in, or be determinable as set forth in, the related
prospectus supplement. Debt warrants may be exercised at any time up to the
close of business on the expiration date specified in the prospectus supplement
relating to the debt warrants. After the close of business on the expiration
date or any later date to which the expiration date may be extended by us,
unexercised debt warrants will become void.
Debt warrants may be exercised as set forth in the prospectus supplement
relating to the debt warrants. Upon receipt of payment and the debt warrant
certificate properly completed and duly executed at the corporate trust office
of the debt warrant agent or any other office indicated in the prospectus
supplement, we will, as soon as practicable, forward the debt securities
purchasable upon exercise of the debt warrants to the person entitled to them.
If fewer than all of the debt warrants represented by the debt warrant
certificate are exercised, a new debt warrant certificate will be issued for
the remaining amount of debt warrants.
If you hold your interest in a debt warrant indirectly, you should check
with the institution through which you hold your interest in the debt warrant
to determine how these provisions will apply to you.
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Modifications
The debt warrant agreement may be amended by Adelphia and the debt warrant
agent, without the consent of the holder of any debt warrant certificate, for
the purpose of curing any ambiguity, or of curing, correcting or supplementing
any defective provision contained in the debt warrant agreement, or making any
provisions in regard to matters or questions arising under the debt warrant
agreement that Adelphia may deem necessary or desirable; provided that the
amendment may not adversely affect the interest of the holders of debt warrant
certificates in any material respect. Adelphia and the debt warrant agent also
may modify or amend the debt warrant agreement and the terms of the debt
warrants, with the consent of the owners of not less than a majority in number
of the then outstanding unexercised debt warrants affected. However,
modifications or amendments that result in any of the following changes may be
made only with the consent of the owners affected by the modification or
amendment:
. an increase in the exercise price of the debt warrants;
. a shortening of the period of time during which the debt warrants may be
exercised;
. any material and adverse change that affects the exercise rights of the
owners of the debt warrants; or
. a reduction in the number of debt warrants whose owners must consent to
the modification or amendment of the debt warrant agreement or the terms
of the debt warrants.
Merger, Consolidation, Sale or Other Dispositions
Under the debt warrant agreement, Adelphia may, to the extent permitted in
the indenture, consolidate with, or sell or convey all or substantially all of
its assets to, or merge with or into, any other corporation. If at any time
there is a merger, consolidation, sale, transfer, conveyance or other
disposition of substantially all of the assets of Adelphia, the successor or
assuming corporation will succeed to and be substituted for Adelphia, with the
same effect as if it had been named in the debt warrant agreement and in the
debt warrants as Adelphia. Adelphia will then be relieved of any further
obligation under the debt warrant agreement or under the debt warrants.
Enforceability of Rights, Governing Law
The debt warrant agent will act solely as the agent of Adelphia in
connection with the issuance and exercise of debt warrants and will not assume
any obligation or relationship of agency or trust for or with any holder of a
debt warrant certificate or any owner of a beneficial interest in debt
warrants. The holders of debt warrant certificates, without the consent of the
debt warrant agent, the trustee, the holder of any debt securities issued upon
exercise of debt warrants or the holder of any other debt warrant certificates,
may, on their own behalf and for their own benefit, enforce, and may institute
and maintain any suit, action or proceeding against Adelphia suitable to
enforce, or otherwise in respect of, their rights to exercise debt warrants
evidenced by their debt warrant certificates. Except as may
40
otherwise be provided in the related prospectus supplement, each issue of debt
warrants and the applicable debt warrant agreement will be governed by the laws
of the State of New York.
Equity Warrants
The following briefly summarizes the material terms and provisions of the
equity warrants, other than pricing and related terms disclosed in the
accompanying prospectus supplement. You should read the particular terms of the
equity warrants that are offered by Adelphia, which will be described in more
detail in a prospectus supplement. The prospectus supplement will also state
whether any of the general provisions summarized below do not apply to the
equity warrants being offered.
General
Adelphia may issue warrants for the purchase of its equity securities such
as its preferred stock or common stock. As explained below, each equity warrant
will entitle its holder to purchase equity securities at an exercise price set
forth in, or to be determinable as set forth in, the related prospectus
supplement. Equity warrants may be issued separately or together with equity
securities.
The equity warrants are to be issued under equity warrant agreements to be
entered into between Adelphia and one or more banks or trust companies, as
equity warrant agent, all as will be set forth in the prospectus supplement
relating to the equity warrants being offered by the prospectus supplement. A
form of equity warrant agreement, including a form of equity warrant
certificate representing the equity warrants, will be filed as an exhibit to
the registration statement of which this prospectus forms a part. See "Where
You Can Find More Information" below for information on how to obtain a copy of
the form of equity warrant agreement.
Terms of the Equity Warrants to be Described in the Prospectus Supplement
The particular terms of each issue of equity warrants, the equity warrant
agreement relating to the equity warrants and the equity warrant certificates
representing equity warrants will be described in the applicable prospectus
supplement. This description will include:
. the title of the equity warrants;
. the securities for which the equity warrants are exercisable;
. the price or prices at which the equity warrants will be issued;
. if applicable, the designation and terms of the preferred stock or
common stock with which the equity warrants are issued, and the number
of equity warrants issued with each share of preferred stock or common
stock;
. if applicable, the date on and after which the equity warrants and the
related preferred stock or common stock will be separately transferable;
41
. if applicable, a discussion of any material federal income tax
considerations; and
. any other terms of the equity warrants, including terms, procedures and
limitations relating to the exchange and exercise of the equity
warrants.
Holders of equity warrants will not be entitled, solely by virtue of being
holders, to vote, to consent, to receive dividends, to receive notice as
shareholders with respect to any meeting of shareholders for the election of
directors or any other matter, or to exercise any rights whatsoever as
shareholders of Adelphia.
The exercise price payable and the number of shares of common stock or
preferred stock purchasable upon the exercise of each equity warrant will be
subject to adjustment if Adelphia issues a stock dividend to holders of common
stock or preferred stock, or if Adelphia declares a stock split, reverse stock
split, combination, subdivision or reclassification of common stock or
preferred stock. Instead of adjusting the number of shares of common stock or
preferred stock purchasable upon exercise of each equity warrant, Adelphia may
elect to adjust the number of equity warrants. No adjustments in the number of
shares purchasable upon exercise of the equity warrants will be required until
cumulative adjustments require an adjustment of at least 1% of those shares.
Adelphia may, at its option, reduce the exercise price at any time. Adelphia
will not issue fractional shares upon exercise of equity warrants, but Adelphia
will pay the cash value of any fractional shares otherwise issuable.
Notwithstanding the previous paragraph, if there is a consolidation, merger,
or sale or conveyance of substantially all of the property of Adelphia, the
holder of each outstanding equity warrant will have the right to the kind and
amount of shares of stock and other securities and property, including cash,
receivable by a holder of the number of shares of common stock or preferred
stock into which that equity warrant was exercisable immediately prior to the
consolidation, merger, sale or conveyance.
Exercise of Equity Warrants
Unless otherwise provided in the related prospectus supplement, each equity
warrant will entitle the holder of equity warrants to purchase for cash the
principal amount of equity securities at the exercise price that will in each
case be set forth in, or be determinable as set forth in, the related
prospectus supplement. Equity warrants may be exercised at any time up to the
close of business on the expiration date specified in the prospectus supplement
relating to the equity warrants. After the close of business on the expiration
date or any later date to which the expiration date may be extended by
Adelphia, unexercised equity warrants will become void.
Equity warrants may be exercised as set forth in the prospectus supplement
relating to the equity warrants. Upon receipt of payment and the equity warrant
certificate properly completed and duly executed at the corporate trust office
of the equity warrant agent or any other office indicated in the prospectus
supplement, Adelphia will, as soon as practicable, forward the equity
securities purchasable upon exercise of the equity warrants to the person
entitled to them. If fewer than all of the equity warrants represented by the
equity warrant
42
certificate are exercised, a new equity warrant certificate will be issued for
the remaining amount of equity warrants.
If you hold your interest in an equity warrant indirectly, you should check
with the institution through which you hold your interest in the equity warrant
to determine how these provisions will apply to you.
Modifications
The equity warrant agreement may be amended by Adelphia and the equity
warrant agent, without the consent of the holder of any equity warrant
certificate, for the purpose of curing any ambiguity, or of curing, correcting
or supplementing any defective provision contained in the equity warrant
agreement, or making any provisions in regard to matters or questions arising
under the equity warrant agreement that Adelphia may deem necessary or
desirable; provided that the amendment may not adversely affect the interest of
the holders of equity warrant certificates in any material respect. Adelphia
and the equity warrant agent also may modify or amend the equity warrant
agreement and the terms of the equity warrants, with the consent of the owners
of not less than a majority in number of the then outstanding unexercised
equity warrants affected. However, modifications or amendments that result in
any of the following changes may be made only with the consent of the owners
affected by the modification or amendment:
. an increase in the exercise price of the equity warrants;
. A shortening of the period of time during which the equity warrants may
be exercised;
. Any material and adverse change that affects the exercise rights of the
owners of the equity warrants; or
. A reduction in the number of equity warrants whose owners must consent
to the modification or amendment of the equity warrant agreement or the
terms of the equity warrants.
Merger, Consolidation, Sale or Other Dispositions
Under the equity warrant agreement, Adelphia may, to the extent permitted in
the indenture, consolidate with, or sell or convey all or substantially all of
its assets to, or merge with or into, any other corporation. If at any time
there is a merger, consolidation, sale, transfer, conveyance or other
disposition of substantially all of the assets of Adelphia, the successor or
assuming corporation will succeed to and be substituted for Adelphia, with the
same effect as if it had been named in the equity warrant agreement and in the
equity warrants as Adelphia. Adelphia will then be relieved of any further
obligation under the equity warrant agreement or under the equity warrants.
Enforceability of Rights, Governing Law
The equity warrant agent will act solely as the agent of Adelphia in
connection with the issuance and exercise of equity warrants and will not
assume any obligation or relationship
43
of agency or trust for or with any holder of an equity warrant certificate or
any owner of a beneficial interest in equity warrants. The holders of equity
warrant certificates, without the consent of the equity warrant agent, the
holder of any equity securities issued upon exercise of equity warrants or the
holder of any other equity warrant certificates, may, on their own behalf and
for their own benefit, enforce, and may institute and maintain any suit, action
or proceeding against Adelphia suitable to enforce, or otherwise in respect of,
their rights to exercise equity warrants evidenced by their equity warrant
certificates. Except as may otherwise be provided in the related prospectus
supplement, each issue of equity warrants and the applicable equity warrant
agreement will be governed by the laws of the State of New York.
DESCRIPTION OF DEPOSITARY SHARES
The following briefly summarizes the material provisions of the deposit
agreement and of the depositary shares and depositary receipts, other than
pricing and related terms disclosed in the applicable prospectus supplement.
You should read the particular terms of any depositary shares and any
depositary receipts that are offered by us and any deposit agreement relating
to a particular series of preferred stock which will be described in more
detail in a prospectus supplement. The prospectus supplement will also state
whether any of the generalized provisions summarized below do not apply to the
depositary shares or depositary receipts being offered. A form of deposit
agreement, including the form of depositary receipt, will be filed as an
exhibit to the registration statement of which this prospectus forms a part.
See "Where You Can Find More Information" below for information on how to
obtain a copy of the form of deposit agreement.
General
Adelphia may, at its option, elect to offer fractional shares of preferred
stock, rather than full shares of preferred stock. If it decides to do so,
Adelphia will issue receipts for depositary shares, each of which will
represent a fraction of a share of a particular series of preferred stock. The
shares of any series of preferred stock represented by depositary shares will
be deposited under a deposit agreement between Adelphia and a bank or trust
company selected by Adelphia having its principal office in the United States
and having a combined capital and surplus of at least $50,000,000, as preferred
stock depositary. Each owner of a depositary share will be entitled to all the
rights and preferences of the underlying preferred stock, including dividend,
voting, redemption, conversion and liquidation rights, in proportion to the
applicable fraction of a share of preferred stock represented by the depositary
share.
The depositary shares will be evidenced by depositary receipts issued
pursuant to the deposit agreement. Depositary receipts will be distributed to
those persons purchasing the fractional shares of preferred stock in accordance
with the terms of the applicable prospectus supplement.
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Dividends and Other Distributions
The preferred stock depositary will distribute all cash dividends or other
cash distributions received in respect of the deposited preferred stock to the
record holders of depositary shares relating to the underlying preferred stock
in proportion to the number of the depositary shares owned by the holders. The
preferred stock depositary will distribute any property received by it other
than cash to the record holders of depositary shares entitled to these
distributions. If the preferred stock depositary determines that it is not
feasible to make a distribution, it may, with the approval of Adelphia, sell
the property and distribute the net proceeds from the sale to the holders of
the depositary shares.
Redemption of Preferred Stock
If Adelphia is to redeem a series of preferred stock represented by
depositary shares, the depositary shares will be redeemed from the proceeds
received by the preferred stock depositary resulting from the redemption, in
whole or in part, of the applicable series of preferred stock. The depositary
shares will be redeemed by the preferred stock depositary at a price per
depositary share equal to the applicable fraction of the redemption price per
share payable in respect of the shares of preferred stock so redeemed.
Whenever Adelphia redeems shares of preferred stock held by the preferred
stock depositary, the preferred stock depositary will redeem as of the same
date the number of depositary shares representing shares of preferred stock so
redeemed. If fewer than all the depositary shares are to be redeemed, the
depositary shares to be redeemed will be selected by the preferred stock
depositary by lot or ratably or by any other equitable method as the preferred
stock depositary decides.
Withdrawal of Preferred Stock
Unless the related depositary shares have previously been called for
redemption, any holder of depositary shares may receive the number of whole
shares of the related series of preferred stock and any money or other property
represented by those depositary receipts after surrendering the depositary
receipts at the corporate trust office of the preferred stock depositary.
Holders of depositary shares making these withdrawals will be entitled to
receive whole shares of preferred stock on the basis set forth in the related
prospectus supplement for that series of preferred stock.
However, holders of whole shares of preferred stock will not be entitled to
deposit that preferred stock under the deposit agreement or to receive
depositary receipts for that preferred stock after withdrawal. If the
depositary shares surrendered by the holder in connection with withdrawal
exceed the number of depositary shares that represent the number of whole
shares of preferred stock to be withdrawn, the preferred stock depositary will
deliver to that holder at the same time a new depositary receipt evidencing the
excess number of depositary shares.
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Voting Deposited Preferred Stock
When the preferred stock depositary receives notice of any meeting at which
the holders of any series of deposited preferred stock are entitled to vote,
the preferred stock depositary will mail the information contained in the
notice to the record holders of the depositary shares relating to the
applicable series of preferred stock. Each record holder of the depositary
shares on the record date will be entitled to instruct the preferred stock
depositary to vote the amount of the preferred stock represented by the
holder's depositary shares. To the extent possible, the preferred stock
depositary will vote the amount of the series of preferred stock represented by
depositary shares in accordance with the instructions it receives.
Adelphia will agree to take all reasonable actions that the preferred stock
depositary determines are necessary to enable the preferred stock depositary to
vote as instructed. The preferred stock depositary will vote all shares of any
series of preferred stock held by it proportionately with instructions received
if it does not receive specific instructions from the holders of depositary
shares representing that series of preferred stock.
Amendment and Termination of the Deposit Agreement
The form of depositary receipt evidencing the depositary shares and any
provision of the deposit agreement may at any time be amended by agreement
between Adelphia and the preferred stock depositary. However, any amendment
that imposes additional charges or materially and adversely alters the existing
rights of the holders of depositary shares will not be effective unless the
amendment has been approved by the holders of at least a majority of the
affected depositary shares then outstanding. Holders who retain their
depositary receipts after the amendment becomes effective will be deemed to
agree to the amendment and will be bound by the amended deposit agreement. The
deposit agreement automatically terminates if:
. all outstanding depositary shares have been redeemed;
. each share of preferred stock has been converted into or exchanged for
common stock; or
. a final distribution in respect of the preferred stock has been made to
the holders of depositary shares in connection with any liquidation,
dissolution or winding up of Adelphia.
Adelphia may terminate the deposit agreement at any time and the preferred
stock depositary will give notice of that termination to the record holders of
all outstanding depositary receipts not less than 30 days prior to the
termination date. In that event, the preferred stock depositary will deliver or
make available for delivery to holders of depositary shares, upon surrender of
the depositary shares, the number of whole or fractional shares of the related
series of preferred stock as are represented by those depositary shares.
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Charges of Preferred Stock Depositary; Taxes and Other Governmental Charges
No fees, charges and expenses of the preferred stock depositary or any agent
of the preferred stock depositary or of any registrar will be payable by any
person other than Adelphia, except for any taxes and other governmental charges
and except as provided in the deposit agreement. If the preferred stock
depositary incurs fees, charges or expenses for which it is not otherwise
liable at the election of a holder of a depositary receipt or other person,
that holder or other person will be liable for those fees, charges and
expenses.
Resignation and Removal of Depositary
The preferred stock depositary may resign at any time by delivering to
Adelphia notice of its intent to do so, and Adelphia may at any time remove the
preferred stock depositary. Any resignation or removal will take effect upon
the appointment of a successor preferred stock depositary and its acceptance of
the appointment. A successor preferred stock depositary must be appointed
within 60 days after delivery of the notice of resignation or removal and must
be a bank or trust company having its principal office in the United States and
having a combined capital and surplus of at least $50,000,000.
Miscellaneous
The preferred stock depositary will forward all reports and communications
from Adelphia which are delivered to the preferred stock depositary and which
Adelphia is required to furnish to the holders of the deposited preferred
stock.
Neither the preferred stock depositary nor Adelphia will be liable if it is
prevented or delayed by law or any circumstances beyond its control in
performing its obligations under the deposit agreement. The obligations of
Adelphia and the preferred stock depositary under the deposit agreement will be
limited to performance with honest intentions of their duties under the
agreement and they will not be obligated to prosecute or defend any legal
proceeding in respect of any depositary shares, depositary receipts or shares
of preferred stock unless satisfactory indemnity is furnished. Adelphia and the
preferred stock depositary may rely upon written advice of counsel or
accountants, or upon information provided by holders of depositary receipts or
other persons believed to be competent and on documents believed to be genuine.
DESCRIPTION OF GUARANTEES
From time to time, Adelphia may guarantee debt securities issued by any of
its subsidiaries. The following briefly summarizes the material terms of the
guarantees. You should read the particular terms of any guarantees that are
offered by us and the applicable guarantee agreement which will be described in
more detail in a prospectus supplement. The prospectus supplement will also
state whether any of the generalized provisions summarized below do not apply
to the guarantees being offered. Each guarantee will be qualified as an
indenture under the Trust Indenture Act of 1939. We will name the trustee who
will act as indenture trustee under each guarantee for purposes of the Trust
Indenture Act in the
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prospectus supplement relating to such guaranteed debt securities. The terms of
each guarantee will be those set forth in the applicable guarantee agreement
and those made part of the guarantee agreement by the Trust Indenture Act.
Because the following is only a summary of the guarantees, it does not contain
all information that you may find useful. For further information about the
guarantees, you should read the relevant guarantee agreement. Forms of the
guarantee agreement are included as exhibits to the registration statement of
which this prospectus forms a part. See "Where You Can Find More Information"
below for information on how to obtain copies of the forms of the guarantee
agreement. Each guarantee will be held by the guarantee trustee for the benefit
of the holders of the guaranteed debt securities.
The Guarantees
Under each guarantee, we will irrevocably and unconditionally agree to pay
in full, to the extent not paid by or on behalf of our issuing subsidiary, to
the holders of the guaranteed debt securities, the payment of principal of, and
any premium, if any, and interest, if any, and sinking fund payments, if any,
on, the guaranteed debt securities when due, whether at maturity, by
acceleration or redemption or otherwise. Under the terms of the full and
unconditional guarantee, holders of the guaranteed debt securities will not be
required to exercise their remedies against the issuer of the debt securities
before they proceed directly against Adelphia. We may satisfy our obligation to
make a guarantee payment by paying the required amounts directly to the holders
of the guaranteed debt securities, or by causing the applicable subsidiary to
pay them to the holders. The guarantees will be a general unsecured obligation
of Adelphia and will be either (1) subordinated in right of payment to all of
Adelphia's senior indebtedness or (2) ranked equally in right of payment with
all of Adelphia's senior indebtedness, which ranking will be set forth in the
applicable prospectus supplement.
Amendments, Assignment and Succession
We and the guarantee trustee may not amend the guarantee agreement in a way
that will adversely affect in any material respect the rights of the holders of
the guaranteed securities without the consent of a majority of the outstanding
guaranteed debt securities. The manner of obtaining any such approval of
holders of such guaranteed debt securities will be set forth in an accompanying
prospectus supplement.
We may not assign our obligations under the guarantee agreement except in
connection with a merger, consolidation or sale and pursuant to which the
successor or assignee agrees in writing to perform our obligations under the
guarantee agreement. Each of the guarantees will bind our successors, assigns,
receivers, trustees and representatives and will inure to the benefit of the
holders of the outstanding guaranteed debt securities.
Events of Default
An event of default under the guarantee agreement will occur if we fail to
(1) make any guarantee payment when obligated to do so, or (2) perform any
other obligation and the
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default remains unremedied for 30 days. The holders of a majority of the
outstanding guaranteed debt securities will have the right to direct the time,
method and place of conducting any proceeding for any remedy available to the
guarantee trustee or to direct the exercise of any trust or power conferred
upon the guarantee trustee under the guarantee agreement.
We, as guarantor, will be obligated to file annually with the guarantee
trustee a certificate as to our compliance with all the conditions and
covenants applicable to us under the guarantee.
The Guarantee Trustee
The guarantee trustee will undertake to perform only those duties that are
specifically set forth in the guarantee agreement, except that, after a default
by us under the guarantee, it must exercise the same degree of care and skill
as a prudent person would exercise or use in the conduct of his or her own
affairs. Subject to this provision, the guarantee trustee is under no
obligation to exercise any of the powers vested in it by the guarantee
agreement at the request of any holder of guaranteed debt securities unless it
is offered reasonable indemnity against the cost, expenses and liabilities that
it might incur as a result.
Termination of the Guarantees
Each guarantee will terminate as to the guaranteed debt securities issued by
the applicable subsidiary upon full payment of the aggregate principal amount
of, plus all accrued and unpaid premiums, interest and sinking fund payments,
if any, on, all the applicable guaranteed debt securities. Until that time, the
guarantee will remain in full force and effect. In addition, the guarantee will
continue to be effective or will be reinstated, as the case may be, if at any
time any holder of the guaranteed debt securities must restore payment of any
sums paid to it under the applicable debt securities or guarantee.
PLAN OF DISTRIBUTION
Any of the securities being offered under this prospectus may be sold in any
one or more of the following ways from time to time:
. through agents;
. to or through underwriters;
. through dealers; and
. directly by Adelphia to purchasers.
The distribution of the securities may be effected from time to time in one
or more transactions at a fixed price or prices, which may be changed, at
market prices prevailing at the time of sale, at prices related to such
prevailing market prices or at negotiated prices. Securities may also be
offered or sold through depository receipts issued by a depository institution.
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Offers to purchase securities may be solicited by agents designated by
Adelphia from time to time. Any agent involved in the offer or sale of the
securities under this prospectus will be named, and any commissions payable by
Adelphia to these agents will be set forth, in a related prospectus supplement.
Unless otherwise indicated in a prospectus supplement, any agent will be acting
on a reasonable best efforts basis for the period of its appointment. Any agent
may be deemed to be an underwriter, as that term is defined in the Securities
Act, of the securities so offered and sold.
If securities are sold by means of an underwritten offering, Adelphia will
execute an underwriting agreement with an underwriter or underwriters at the
time an agreement for such sale is reached, and the names of the specific
managing underwriter or underwriters, as well as any other underwriters, the
respective amounts underwritten and the terms of the transaction, including
commissions, discounts and any other compensation of the underwriters and
dealers, if any, will be set forth in a related prospectus supplement. That
prospectus supplement and this prospectus will be used by the underwriters to
make resales of the securities. If underwriters are used in the sale of any
securities in connection with this prospectus, those securities will be
acquired by the underwriters for their own account and may be resold from time
to time in one or more transactions, including negotiated transactions, at
fixed public offering prices or at varying prices determined by the
underwriters and Adelphia at the time of sale. Securities may be offered to the
public either through underwriting syndicates represented by managing
underwriters or directly by one or more underwriters. If any underwriter or
underwriters are used in the sale of securities, unless otherwise indicated in
a related prospectus supplement, the underwriting agreement will provide that
the obligations of the underwriters are subject to some conditions precedent
and that the underwriters with respect to a sale of these securities will be
obligated to purchase all such Securities if any are purchased.
Adelphia may grant to the underwriters options to purchase additional
securities, to cover over-allotments, if any, at the initial public offering
price, with additional underwriting commissions or discounts, as may be set
forth in a related prospectus supplement. If Adelphia grants any over-allotment
option, the terms of that over-allotment option will be set forth in the
prospectus supplement for these securities.
If a dealer is utilized in the sale of the securities in respect of which
this prospectus is delivered, Adelphia will sell these securities to the dealer
as principal. The dealer may then resell such securities to the public at
varying prices to be determined by such dealer at the time of resale. Any such
dealer may be deemed to be an underwriter, as such term is defined in the
Securities Act, of the securities so offered and sold. The name of the dealer
and the terms of the transaction will be set forth in the prospectus supplement
relating to those offers and sales.
Offers to purchase securities may be solicited directly by Adelphia and
those sales may be made by Adelphia directly to institutional investors or
others, who may be deemed to be underwriters within the meaning of the
Securities Act with respect to any resale of those securities. The terms of any
sales of this type will be described in the prospectus supplement.
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Securities may also be offered and sold, if so indicated in the related
prospectus supplement, in connection with a remarketing upon their purchase, in
accordance with a redemption or repayment in connection with their terms, or
otherwise, by one or more "remarketing firms," acting as principals for their
own accounts or as agents for Adelphia. Any remarketing firm will be identified
and the terms of its agreement, if any, with Adelphia and its compensation will
be described in a related prospectus supplement. Remarketing firms may be
deemed to be underwriters, as that term is defined in the Securities Act, in
connection with the securities remarketed by them.
If so indicated in a related prospectus supplement, Adelphia may authorize
agents and underwriters to solicit offers by certain institutions to purchase
securities from Adelphia at the public offering price set forth in a related
prospectus supplement as part of delayed delivery contracts providing for
payment and delivery on the date or dates stated in a related prospectus
supplement. Such delayed delivery contracts will be subject to only those
conditions set forth in a related prospectus supplement. A commission indicated
in a related prospectus supplement will be paid to underwriters and agents
soliciting purchases of securities pursuant to delayed delivery contracts
accepted by Adelphia.
Agents, underwriters, dealers and remarketing firms may be entitled under
relevant agreements with Adelphia to indemnification by Adelphia against some
liabilities, including liabilities under the Securities Act, or to contribution
with respect to payments which such agents, underwriters, dealers and
remarketing firms may be required to make in respect thereof.
Each series of securities will be a new issue and, other than the Class A
common stock, which is quoted on the Nasdaq National Market, will have no
established trading market. Unless otherwise specified in a related prospectus
supplement, Adelphia will not be obligated to list any series of securities on
an exchange or otherwise. We cannot assure you that there will be any liquidity
in the trading market for any of the securities.
Agents, underwriters, dealers and remarketing firms may be customers of,
engage in transactions with, or perform services for, Adelphia and its
subsidiaries in the ordinary course of business.
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WHERE YOU CAN FIND MORE INFORMATION
We file annual, quarterly and special reports, as well as proxy statements
and other information with the SEC. You may read and copy any document we file
with the SEC at the SEC's Public Reference Room at 450 Fifth Street, N.W.,
Washington, D.C. 20549 or at its Regional Offices in Chicago, Illinois or New
York, New York. You may obtain further information about the operation of the
Public Reference Room by calling the SEC at 1-800-SEC-0330. Our SEC filings are
also available to the public over the Internet at the SEC's web site at
http://www.sec.gov, which contains reports, proxy statements and other
information regarding registrants like us that file electronically with the
SEC.
This prospectus is part of a registration statement on Form S-3 filed by us
with the SEC under the Securities Act of 1933, as amended. As permitted by SEC
rules, this prospectus does not contain all of the information included in the
registration statement and the accompanying exhibits filed with the SEC. You
may refer to the registration statement and its exhibits for more information.
The SEC allows us to "incorporate by reference" into this prospectus the
information we file with the SEC. This means that we can disclose important
information to you by referring you to those documents. The information
incorporated by reference is considered to be part of this prospectus. If we
subsequently file updating or superseding information in a document that is
incorporated by reference into this prospectus, the subsequent information will
also become part of this prospectus and will supersede the earlier information.
We are incorporating by reference the following documents that we have filed
with the SEC:
. our Annual Report on Form 10-K for the year ended December 31, 2000, as
amended by our Form 10-K/A;
. our Quarterly Report on Form 10-Q for the quarter ended March 31, 2001;
. our Current Reports on Form 8-K for the events dated June 7, 2001, April
25, 2001, April 20, 2001, February 14, 2001, February 2, 2001, January
23, 2001, January 18, 2001, January 8, 2001, January 3, 2001 and January
1, 2001, and exhibits 99.01 and 99.02 to our Current Report on Form 8-K
for the event dated September 9, 1999 (as amended by our Form 8-K/A
filed on January 2, 2001);
. our definitive proxy statement dated July 5, 2001 with respect to the
Annual Meeting of Stockholders to be held on August 7, 2001; and
. the description of our Class A common stock contained in our
registration statement filed with the SEC under Section 12 of the
Exchange Act and subsequent amendments and reports filed to update such
description.
We are also incorporating by reference into this prospectus all of our
future filings with the SEC under Sections 13(a), 13(c), 14 or 15(d) of the
Exchange Act until this offering has been completed.
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You may obtain a copy of any of our filings which are incorporated by
reference, at no cost, by writing to or telephoning us at the following
address:
Adelphia Communications Corporation
One North Main Street
Coudersport, Pennsylvania 16915
Attention: Investor Relations
Telephone: (814) 274-9830
You should rely only on the information provided in this prospectus or
incorporated by reference. We have not authorized anyone to provide you with
different information. You should not assume that the information in this
prospectus is accurate as of any date other than the date on the first page of
the prospectus. We are not making this offer of securities in any state or
country in which the offer or sale is not permitted.
LEGAL MATTERS
Buchanan Ingersoll Professional Corporation, Pittsburgh, Pennsylvania will
pass upon the validity of the securities. Any required information regarding
ownership of Adelphia's securities by lawyers of such firm will be contained in
the applicable prospectus supplement. If the securities are underwritten, the
applicable prospectus supplement will also set forth whether and to what
extent, if any, a law firm for the underwriters will pass upon the validity of
the securities.
EXPERTS
The financial statements and the related financial statement schedules
incorporated in this prospectus by reference from Adelphia's Annual Report on
Form 10-K for the year ended December 31, 2000, have been audited by Deloitte &
Touche LLP, independent auditors, as stated in their report, which is
incorporated herein by reference, and have been so incorporated in reliance
upon the report of such firm given upon their authority as experts in
accounting and auditing.
The consolidated financial statements of Century Communications Corp. and
subsidiaries as of May 31, 1999 and 1998 and for each of the three years in the
period ended May 31, 1999, incorporated by reference in this prospectus from
Adelphia's Current Report on Form 8-K filed September 9, 1999 have been audited
by Deloitte & Touche LLP, independent auditors, as stated in their report,
which is incorporated herein by reference, and have been so incorporated in
reliance upon the report of such firm given upon their authority as experts in
accounting and auditing.
The consolidated financial statements of FrontierVision Partners, L.P. and
subsidiaries as of December 31, 1998 and 1997, and for each of the years in the
three year period ended December 31, 1998, have been incorporated by reference
herein from Adelphia's Current Report on Form 8-K filed September 9, 1999 (as
amended on January 2, 2001), in reliance upon the report of KPMG LLP,
independent certified public accountants, incorporated by reference herein, and
upon the authority of said firm as experts in accounting and auditing.
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