Sky have the content for now, however the world changes very quickly in this space and the future may be a world where content providers choose to sell direct to customers via the internet, Tivo is perfect to deliver content in this way. Sky are concerned search BSKYB on the net and click news, they are talking about the threat from BT, if they lose the premiere league and movies they have nothing as they don't own any infrastructure. Virgin do and thats a massive assett.
Who knows what will happen, however from a share price perspective Sky where at £7.60 in Nov last year and are now £7.50, whereas VM were at £13 and are now nearly £20, so clearly the speculators sniff that something is brewing
Quote:
Originally Posted by passingbat
Can you remind me where and when I posted that SP. I think at one time I did hold that view, but at the same time I also had an uneasy feeling about the channel sale. I now think the uneasy feeling was correct, and the sale was a mistake. It's easy to be seduced and elated by a short term gain, which the content we got from Sky was, but forget or misunderstand the long term consequences of the action.
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