Member Info for Aus3009

Fleccy you know my logic too well.

My opinion is

Sky, Liberty & Comcast are disrupters, anti incumbent by nature. It is in Comcast’s DNA to fight incumbents, BT will likely be viewed the same way, not as a partner.

American cable kings are wedded to cable technology by nature. Cable is a religion to these people, not a preference.

John Malone is a deal maker, he wants back into the us cable industry, for reasons above, part of why he sold up in Europe. John Malone & BT’s methods couldn’t be more different. Sky’s latest CEO is the ex COO of Virgin Media, a protege of John Malone from previous cable ventures

Sky needs to get away from satellites, they need to become a cable company (in comes Comcast). Comcast will look for Cable options by nature, they will over pay, wait or do what ever is necessary to promote a cable options, over and above any consideration, even without logic, this is a company who makes $100bln from cable, it’s a religion

It doesn’t matter how many times you say it, Virgin don’t need to use BT network options for the majority of U.K. homes & is increasing by the week. Customer Numbers increasing, O2 is coming on board, O2 already have SKY mobile.

Because BT has been so dominant for so many years, these companies, along with Vodafone naturally seem themselves as BT’s competition, for the first time, they are not far off being able to seriously compete / impact / eat into BT’s market share / dominance.

All my own opinion.

Hi Larry - yes, sky Comcast, Liberty media are not necessarily fully linked up yet, but all three independently or together are on the opposite side to BT. You can add Vodafone into that mix too, all have far more in common than they do with BT in my opinion

Larry - Doesn’t Liberty Media already own a large slice of ITV? & 5 I think ?

Well, it’s early days (course it is) but Hi & Raymondo’s sceptical eye is in the ascendancy today

Huge discount, or are British companies at a huge disadvantage?

The answer to this question should become clearer over next few months.

None of that sounds like ruthless competition, using their software and picking scraps sounds like cooperation / partnership. I’m reacting to ceo comments about taking on Apple &-Amazon

Maybe. So what exactly has BT done for EE, is it a much improved company than it was?

I’m wondering whether BT or anyone for that matter can or should setting themselves up for a strategy to directly compete against this companies.

Arguing to take I Apple and Google for instance in what is effectively their area of expertise could be marked down as folly couldn’t it. The resources & development capabilities of these businesses is not something that can be “out “ competed is it, these companies are more like wealthy countries.

It like BT choosing to compete with South Korea, in the manufacture of new telly’s

Anyone see this latest venture as smoke and mirrors? Is BT really going to set itself up to compete with Apple & Google etc for a piece of the health industry?

Is this really a good plan? I’m not sure, anyone have thoughts ?

Bless you Fleccy you’re always a bit behind

What you reference is past & we’re trying to second guess the future.

This is a bit like your previous opinions (in a very loud Iraqi accent ... “there are no borders in Kent (or the Irish Sea moment”.)

Well that settles it. You “can’t see any circumstances”. I’ll put it down to a racing certainty now shall I?

Bit like the MAC address few weeks ago, I’m talking application layer using it for a unique identity & you witter on about L2 routing.

Fleccy - Virgin mobile moved their mobile product from EE to Vodafone before 02 was on the menu & incidentally when a Virgin / Vodafone tie up looked likely. With a VM / O2 merger, do you really think Virgin mobile will continue using Vodafone for a second longer than the need to? So that’s utterly irrelevant to anything.

I notice of course you miss out the actual logic in play here, Comcast, Liberty, ex Virgin board member now sky CEOetc etc etc.

I think I’ve said this before, sky & BT are like oil and water.

Surely it doesn’t take a rocket scientist to workout Virgin are merging with O2, Sky has their mobile with O2, they have a new CEO who is an ex board member of Virgin, she was a John Malone prodigy.

Sky owned by Comcast, Virgin owned by Liberty..... that shouts out at my suspicious nature IMO

No

Ummm.... universal service commitments and risk to life services

I might be wrong but site closures are expected to be going right up to 2040 (ish) was the last timeline I read in a statement from BT.

It really doesn’t matter what the spin is or amateur opinions. This news isn’t good. It adds to the various other fines / payments from regulator, includes Italian fraud & payments to DT / orange. These unexpected costs keep raising all kinds of key questions

Kipper - luckily world doesn’t revolve around your wants & even luckier my response is about BT. Only person posting nothing to do with BT is you

Gertfrobe - yes it was, good point, well made.

Thanks, doesn’t seem so bad now :)

Last time I saw fair value from this source, I think it was £4.40

What’s that got to do with trade or Brexit ? EU membership has no bearing on vaccine rollout, other than U.K. chose to use EU law to speed theirs up. Please also bear in mind U.K. has massively overpaid & has far fewer allocated