Quote:
Originally Posted by OLD BOY
I don't agree, Stuart. BT have a very long way to go before they are anywhere near Virgin Media's offerings.
However, VM will need to factor in the fact that they have a new competitor for the longer term. Let's hope they have a better relationship with BT than they do with Sky!
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Three years ago, they weren't a competitor at all. There wasn't even any sign that they were considering competing.
BT are installing infinity at a rate of knots. I'd be surprised if it weren't available in all Virgin cabled areas before this time next year. I suspect the infrastructure needed to distribute the content to each individual town is already installed. BT have spent a lot of money upgrading their back end infrastructure, and they've already shown they've got the cash to buy up content.
I don't think BT are just a long-term competitor. I think are already competing in a lot of areas, and will cover Virgin's entire cabled network in a few months.