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-   -   VM General News Thread (https://www.cableforum.uk/board/showthread.php?t=33703061)

vm_tech 14-05-2018 22:25

Re: John Malone/Liberty/VM General News Thread
 
I can’t imagine VM would want to buy talk talk. Liberty sold their non cable customer base to TT to focus on cable...

denphone 15-05-2018 16:12

Re: John Malone/Liberty/VM General News Thread
 
TV3 secure exclusive Irish rights to Champions League and Europa League next season.

https://www.galwaydaily.com/news/tv3...e-next-season/

MrIca 15-05-2018 17:33

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by denphone (Post 35946770)
Virgin and TalkTalk discuss deal over broadband sharing.



https://www.telegraph.co.uk/business...dband-sharing/

Something doesn’t add up here though. What’s in it for Virgin (apart from some money presumably)?

TalkTalk could lay fibre in Virgin’s ducts but not vice versa as TalkTalk don’t really have any. Even their backhaul from the BT exchanges is rented fibre running through Openreach ducts.

Horizon 15-05-2018 17:45

Re: John Malone/Liberty/VM General News Thread
 
....exactly.
Quote:

Originally Posted by denphone (Post 35946770)
Virgin and TalkTalk discuss deal over broadband sharing.



https://www.telegraph.co.uk/business...dband-sharing/

I'm not sure if the article is accurately interpreting what may happen.

TalkTalk have already done trials with Sky over sharing costs of FTTP infrastructure and I see this as the same sort of thing. I doubt VM will allow access to its existing network, but we'll see. This seems to be about sharing the cost of going into new areas.

As VM has found out with its Project Lightening expansion, it takes a lot of time and dosh. So, to farm out half the cost and work to someone else makes a lot of sense to me, especially as TalkTalk isn't a serious competitor anymore.

I think the key thing on future networks, will be to see what the result of who buys Sky is and whether that organisation makes a serious play to invest in FTTP infrastructure or not.

Everyone knows, regardless of whatever rules there are, that BT is not going to make it easy for fibre operators to use its infrastructure. We need at least one other network other than BT and VM to give us some choice.

I would expect the small FTTP operators (CityFibre, Hyperoptic etc) to join forces too at some point and/or perhaps they'll be bought by someone like Sky or Vodafone.

There are many nationwide fibre optic networks. They run along the canals, bridges etc all across the country. Where we lack is those lines going "the last mile" into homes and BT will do fcuk all about FTTP unless it has to.

RichardCoulter 15-05-2018 21:23

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by Kushan (Post 35946787)
Interesting. I thought TalkTalk was on its last legs with some kind of buyout looming in its future.

They are in the process of offloading the Talk Talk TV Store to Rakuten.

1andrew1 15-05-2018 23:26

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by Horizon (Post 35946882)
....exactly.I'm not sure if the article is accurately interpreting what may happen.

TalkTalk have already done trials with Sky over sharing costs of FTTP infrastructure and I see this as the same sort of thing. I doubt VM will allow access to its existing network, but we'll see. This seems to be about sharing the cost of going into new areas.

As VM has found out with its Project Lightening expansion, it takes a lot of time and dosh. So, to farm out half the cost and work to someone else makes a lot of sense to me, especially as TalkTalk isn't a serious competitor anymore.

I think you're right on this. TalkTalk's own infrastructure has been in conjunction with City Fibre and Sky up to now. It's now focusing away from mobile and TV to broadband and supporting infrastructure so this would make sense for the company.

Kushan 16-05-2018 12:32

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by vm_tech (Post 35946815)
I can’t imagine VM would want to buy talk talk. Liberty sold their non cable customer base to TT to focus on cable...

I second this, it wouldn't make much sense from a Virgin or Libglob perspective.

Gavin-D 16-05-2018 15:48

Re: John Malone/Liberty/VM General News Thread
 
Virgin Mobile prices are going up 3.3% from July 2nd a £30 bill will increase £11.88 a year or 99p a month

http://metro.co.uk/2018/05/14/virgin...4/?ito=cbshare

OLD BOY 19-05-2018 17:45

Re: John Malone/Liberty/VM General News Thread
 
This could prove interesting. Mockeridge is leaving VM.

https://www.telegraph.co.uk/business...-prepares-log/

1andrew1 20-05-2018 12:08

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by OLD BOY (Post 35947357)
This could prove interesting. Mockeridge is leaving VM.

https://www.telegraph.co.uk/business...-prepares-log/

This one is a bit strange as VM has not confirmed he's leaving and the recruitment currently tsking place is for Dana Strong's replacement. There has been a lot of change in LGI recently. Earlier in the year, LGI was busy merging its operations (Austria/Switzerland, and Czech/Slovakia) only to unravel them and start to sell off its European businesses. It could be Tom Mockridge has decided now is a good time to move on. Interestingly, "A spokesman for Liberty Global said the company was not seeking to replace Mr Mockridge.
He said: "We are recruiting for a replacement for Dana Strong, Virgin Media’s former chief operating officer."

muppetman11 20-05-2018 12:25

Re: John Malone/Liberty/VM General News Thread
 
Maybe Liberty Global will look to sell off Virgin Media.

denphone 20-05-2018 12:33

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by muppetman11 (Post 35947412)
Maybe Liberty Global will look to sell off Virgin Media.

Who too?.

1andrew1 20-05-2018 12:50

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by denphone (Post 35947414)
Who to?.

There was always the theory that there would be three large players in each country plus smaller players like TalkTalk. And the theory went that they would all tie up on technology lines.

So, in the UK you would have:
- an incumbent telco (BT) part/wholly-owned by a combined Deutsche Telekom/Orange
- a cable company part/wholly owned by LGI/Vodafone/Altice
- a satellite company part/wholly owned by Fox

The French equivalent would be:
- Incumbent telco: Orange. At some stage to merge with Deutsche Telekom
- Cable company: Altice. At some stage to merge with LGI/Vodafone
- Satelite company: Canal+. At some stage, this loss-making company to be acquired by Fox/Sky, more likely if Universal Music is floated. https://www.bloomberg.com/view/artic...sal-music-free

Whether in an era of IPTV, nationalism and Netflix such consolidation will still happen remains to be seen.

Horizon 20-05-2018 15:31

Re: John Malone/Liberty/VM General News Thread
 
...Yes, agree. Plus to add further confusion into the mix, BT is selling all its EE masts too. But I think the tech will be less relevant as lines will, and are being blurred, between telcos, cable cos and sat cos.

Quote:

Originally Posted by 1andrew1 (Post 35947410)
This one is a bit strange as VM has not confirmed he's leaving and the recruitment currently tsking place is for Dana Strong's replacement. There has been a lot of change in LGI recently. Earlier in the year, LGI was busy merging its operations (Austria/Switzerland, and Czech/Slovakia) only to unravel them and start to sell off its European businesses. It could be Tom Mockridge has decided now is a good time to move on. Interestingly, "A spokesman for Liberty Global said the company was not seeking to replace Mr Mockridge.
He said: "We are recruiting for a replacement for Dana Strong, Virgin Media’s former chief operating officer."

Again, another exxample of a article contradicitng itself.

At the top of the article it says they are, "to seek a new chief operating officer with a view to promotion to the top job next year." And then the exact opposite at the bottom of the article. What are we to make of that?

1andrew1 21-05-2018 00:18

Re: John Malone/Liberty/VM General News Thread
 
Quote:

Originally Posted by Horizon (Post 35947434)
Again, another example of an article contradicting itself.

At the top of the article, it says they are, "to seek a new chief operating officer with a view to promotion to the top job next year." And then the exact opposite at the bottom of the article. What are we to make of that?

It's very strange. I just wonder if:
1) The Telegraph got the COO mixed up with Chief Executive as the COO is the person VM confirmed as leaving.
2) VM are keeping it low key and it's true.


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