[Coax]

In the short term Sky Atlantic is a loss to us, but AV equipment whether it be TV’s, game consoles, Blue-ray players or the like can provide VOD of some description. Traditional channels like Sky Atlantic will be replace by subscription services from LoveFilms, Google TV, Apple iStore etc and even directly from the producers like Warner TV. Samsung is making exclusive deals for it's AV equipment along with Sony to name two for content to be delivered directly to their products, Virginmedia can’t compete with the likes of these, and all they can provide is the mechanism to deliver the content to these products. Hence the ever increasing broadband speeds. TiVo is their way of linking into some of these potential VOD streams, TV will go global via VOD. You may see TiVo providing VOD directly and not via Virginmedia VOD just using the Virginmedia infrastructure. I think we need watch this space along with Offcom and sit tight!

These are my thoughtS