[denphone]

Originally Posted by Horizon

I agree.

I found Berkett's body language very telling in this afternoon's web cast. He may be talking the talk and saying how wonderful things are, but he looked very unhappy, bordering on angry in my opinion.

Yes, this quarter is usually bad for vm, but to lose 36K customers is not good at all, and I don't believe its all down to students and people moving off-net that Beckett claims.

Tivo is a vast improvement over cable's previous EPG efforts. VOD (on demand) is great, when it works. But all this is a means to an end. What good is a better TV guide, if you don't have the content. The lack of news on HD channels and SD channels is deafening.

The competition commission is to report next month into Sky's dominance over first run Hollywood film rights. Sport and films are what drives subscriptions. If vm cannot get their hands on Sky's films at a better rate and/or launch their own film service, as Berkett has always wanted. Then VM will never grow tv subs much beyond what they are now.

Lets see what the next 2 quarters do and also lets see what virgins tv plans are for the rest of the year before passing kneejerk reactions.