Reports
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‘3’ and 3G
April 7, 2003
$2,500.00With the handsets finally available and (to some extent) working, Hutchison 3G's '3' operation has finally launched in the UK. In t ...
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Wanadoo FY 2002 Results
April 2, 2003
$2,500.00Wanadoo reached an important milestone in 2002, reporting its first (very small) positive EBITDA margin on its French Internet busi ...
Sector
Sony vs. Xbox Live
March 27, 2003
$2,500.00The recent launch of online gaming from the major games consoles makers has focused attention again on the future of Xbox. Will the ...
Sector
Piracy
March 17, 2003
$2,500.00The troubles of the global music industry are usually assumed to derive from the growth of piracy. This report argues that physical ...
Sector Digital Media.
Churn
March 6, 2003
$2,500.00Little research has been done into why consumers move from one supplier to another. Churn, as this phenomenon is known, is much dis ...
Sector Fixed Line (Internet and Voice).
Camera Phones & MMS in 2003
March 4, 2003
$2,500.00In this report we look at the sales and usage of camera phones in Europe, and estimate future sales based in part on the results of ...

Fixed Line Telecoms
February 27, 2003
$2,500.00In this report we look at three regulatory initiatives to increase competitors access to the 'last mile' of incumbent monopolists: ...
Sector Fixed Line (Internet and Voice).
UK Broadband & Internet Trends Q4 2002
February 11, 2003
$2,500.00BT will be announcing tomorrow its latest results on meeting the target of 1 million broadband connections by H1 2003. Some difficu ...
Sector Fixed Line (Internet and Voice).
The ITV Merger
February 10, 2003
$2,500.00The public debate about the ITV merger has revolved around whether the maintenance of two separate sales houses is the appropriate ...
Sector FTA TV.
SMS TV
January 30, 2003
$2,500.00Interactivity via the TV set was one of the most misguided bubbles of the late 1990s. Fancy software and mini keyboards were suppos ...

Canal+ vs. TPS
January 29, 2003
$2,500.00On 23 January, the French Competition Council dealt what is likely to be a deathblow to the ambitions of Canal+ Group to obtain exc ...
Sector Pay TV.
EMI Music Group
January 23, 2003
$2,500.00A few weeks ago, it looked as though EMI would follow Safeway into a frenzied auction in which trade buyers competed with canny buy ...
Sector Music and Radio.
Tracing the Decline in ITV1 Viewing
January 21, 2003
$2,500.00This report picks apart the evidence on why ITV1 is rapidly losing audience share. It shows that more intense competition in terres ...
Sector FTA TV.
French Broadband: The Final Battle?
January 9, 2003
$2,500.00ISPs have long found it difficult to challenge Wanadoo on its home French market successfully. Wanadoo has built a commanding lead ...
Sector Fixed Line (Internet and Voice).
UK Handset Survey
December 18, 2002
$2,500.00We have recently completed our December survey of UK mobile users, which shows increased purchase intentions for handsets in genera ...

UK Competition Commission Investigation Update
December 16, 2002
$2,500.00In January the UK Competition Commission (CC) is expected to issue its report on the pricing of mobile termination rates, an issue ...
Sector Public Policy.
Digital Television in Europe
December 12, 2002
$2,500.00This report provides our forecasts for the growth rate of digital television homes in Europe over the next three years. We split co ...

Can NTL Service its new debt?
December 11, 2002
$2,500.00In the next few days, NTL expects to emerge from Chapter 11, relieved of $11 billion of debt. While the long negotiations over fina ...
Sector Fixed Line (Internet and Voice).
TF1 – The Future of TPS
December 9, 2002
$2,500.00This note looks at the position of TPS, the satellite pay-TV venture largely owned by TF1 in France. We particularly focus on the i ...
Sector Pay TV.
Universal Music – Valuation
December 4, 2002
$2,500.00Universal Music is an important component of Vivendi's business. As M. Fourtou shuffles his cards, the disposal or flotation of Uni ...
Sector Music and Radio.