Reports
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ITV Digital – The Shareholders’ Logic
November 1, 2001
$2,500.00The issues surrounding ITV Digital are complex and unclear. This report tries to unpick the tangled threads. It looks at the main f ...
Sector FTA TV. -

Consumer Payment Companies
October 24, 2001
$2,500.00In this short note Chris Goodall looks at consumer payment technologies. He says that the banks and credit card companies are under ...
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UK Internet Trends
October 22, 2001
$2,500.00This note provides an update on UK Internet trends covering the post-Christmas period. It covers usage, shopping and other online a ...
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European Telecoms Incumbents
October 18, 2001
$2,500.00In our recent report on the prospects for BT, we looked at the pressures on the company resulting from declining prices, static cal ...
Sector Fixed Line (Internet and Voice). -

Time and Money
October 16, 2001
$2,500.00This report looks at how consumers in the UK spend their money on TMT goods and services. It tracks changes in the portion of house ...
Sector Fixed Line (Internet and Voice). -

Signs of Price Inflation in Mobile Call Charges
October 9, 2001
$2,500.00Since the research for our report on Vodafone was carried out, the UK mobile operators have made a number of changes in tariffs. We ...
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Global Handset Shipments
October 6, 2001
$2,500.00Nokia's quarterly results statement included an estimate for worldwide global handset shipments of about 390 million. Global shipme ...
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European Online Advertising
September 30, 2001
$2,500.00This report provides our forecasts for online advertising revenues in 2001 and 2002 in the UK, Germany and France. Our central fore ...
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Vodafone – The Transition to Being a ‘Value” St ...
September 26, 2001
$2,500.00This report looks at the prospects for mobile operators. It focuses on the UK, and Vodafone in particular, because of the high qual ...
Sector Fixed Line (Internet and Voice). -

UK Regional Newspapers
September 12, 2001
$2,500.00In this report we look at one of the subsectors of UK media - regional newspapers - to see whether these companies would be relativ ...
Sector Print Media. -

BT and Earthlease
August 29, 2001
$2,500.00We note with interest the reported bids by various consortia for part or all of BT's fixed-line network. According to press reports ...
Sector Fixed Line (Internet and Voice). -

BT – The Pressure Will Continue
August 16, 2001
$2,500.00As the various separations in the BT family draw closer, we use this report to assess the likely prospects of the core UK fixed lin ...
Sector Fixed Line (Internet and Voice). -

UK Mobile Operators – ‘Active’ Customers
August 15, 2001
$2,500.00The UK mobile operators have made much of their honesty in ceasing to record subscribers that have not made calls within six months ...
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Mobile Handset Market Global Trends and Forecast
August 10, 2001
$2,500.00This report provides our model for global handset sales in 2001 to 2005. We continue to forecast 375 million units shipped in 2001. ...
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NTL – A False Dawn?
July 30, 2001
$2,500.00We look at the recent improvements in NTL performance but suggest that continued progress towards cash generation in unlikely. In o ...
Sector Fixed Line (Internet and Voice). -

ITV Digital
July 27, 2001
$2,500.00This note has been prompted by a flurry of activity in UK television media: the renaming of ONdigital (ITV Digital') and its abso ...
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Internet Access in the UK
July 16, 2001
$2,500.00This report updates our thinking on the market segmentation of Internet access in the UK, one year after we buried the European por ...
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The Gross Margin from Retailing Premium Pay-TV Channels
July 15, 2001
$2,500.00Sector Pay TV. -

BSkyB’s Results and the State of Pay-TV in the UK
July 10, 2001
$2,500.00NTL's share price slide over the last few weeks has focused attention again on the prospects for UK pay-TV. This report extends the ...
Sector Pay TV. -

Marconi and DWDM
July 5, 2001
$2,500.00Marconi blames reduced capital expenditure budgets for its troubles. We suspect the truth is more complex. Operators and CLECs have ...
Sector Fixed Line (Internet and Voice).