Reports
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UK National Newspapers
March 21, 2002
$2,500.00UK national newspapers are in poor shape. The inherent problem of the industry too many papers chasing too few readers has be ...
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Telewest
March 7, 2002
$2,500.00Telewest has drawn away from its key competitor in terms of UK performance. However, we still believe Telewest's bonds are worth le ...
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UK Internet Trends – Q4 2001
February 26, 2002
$2,500.00The UK Internet population continued to grow very slowly in the fall of 2001, reaching 14.7 million home users (30% adult penetrati ...
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Sky’s Operating Performance
February 21, 2002
$2,500.00Sky's continued excellent performance has attracted favourable comment in the weeks since its half yearly results. But much of the ...
Sector Pay TV. -

European Mobile Operators – Mobile Data
February 14, 2002
$2,500.00The mobile operators in the UK and elsewhere probably make a higher margin on SMS than on any other product. We think that about 30 ...
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NTL – Can the Restructuring Work?
February 10, 2002
$2,500.00The painful restructuring process at NTL is probably well underway. Holders of NTL bonds will have to accept a significant reductio ...
Sector Fixed Line (Internet and Voice). -

Oftel Report on Broadband
February 6, 2002
$2,500.00This brief note concerns further evidence of strong price sensitivity to broadband prices, as provided by Oftel's recent qualitativ ...
Sector Fixed Line (Internet and Voice). -

Mobile Operators – The Pricing of Calls to Mobiles
January 21, 2002
$2,500.00The charges imposed by the mobile operators for handling incoming calls are a very important part of their revenue stream. The UK t ...
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Cable vs DSL?
January 15, 2002
$2,500.00This report is a companion to Broadband Europe (2002-02), issued concurrently, and looks more closely at cable's ability to compete ...
Sector Fixed Line (Internet and Voice). -

Broadband Europe
January 15, 2002
$2,500.00The potential for residential broadband connectivity in France, Germany and the UK depends on the availability of low-priced broadb ...
Sector Fixed Line (Internet and Voice). -

UK Internet Trends
December 20, 2001
$2,500.0015 million UK adults regularly (at least once a month) accessed the Internet from home in Q3 2001, the same as in Q2 2001. This sta ...
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French TV Market
December 19, 2001
$2,500.00This report contains our analysis of the French TV market. France, like the UK, is a difficult market for pay-TV and, recently, for ...
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Mobile Operators – ARPU Trends
December 18, 2001
$2,500.00In this note we summarise the available evidence on trends in ARPU among European mobile operators. We demonstrate the increasing t ...
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Regional Newspapers
December 17, 2001
$2,500.00The regional newspaper business in the UK is a mature industry with improved operating management and a small number of powerful pl ...
Sector Print Media. -

Microsoft Windows XP
December 13, 2001
$2,500.00Microsoft XP has wider significance than most analysts appreciate. While the operating system is, in itself, not a huge advance on ...
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Mobile Handset Market – Q3 Update
December 9, 2001
$2,500.00Nokia's recent guidance suggested a modest recovery in handset sales in 2002, followed by a strong resurgence thereafter. We think ...
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Mobile Handset Market – New Handset Trends
November 28, 2001
$2,500.00In this short note, we look at trends in mobile design and features. We show that the steady decline in size and weight is now over ...
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UK Digital TV Trends
November 20, 2001
$2,500.00This report provides an update on the major trends in the UK digital TV market. We use a variety of consumer market research data, ...
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Pay-TV Penetration
November 19, 2001
$2,500.00The most recent quarterly operating statistics for the UK pay-TV providers point to the continued rapid slow-down in consumer subsc ...
Sector Pay TV. -

NTL Liquidity Position
November 13, 2001
$2,500.00Yesterday's third quarter results were broadly in line with market expectations. Analysts have noted that subscriber numbers are st ...
Sector Pay TV.