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Originally Posted by Top banana
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.
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The reason they are worried about BT is because BT have realised what it takes to counter Sky; they bought content.
Quote:
Originally Posted by Top banana
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
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That is an interesting point you raise there.
Quote:
Originally Posted by Top banana
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
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I agree, but I think that will take quite a while. People like us, who visit forums such as this, are keen to see such developments, but the vast majority of the public want to stick with content delivery via traditional means. They are resistant to change; just read these forums and see the number of people who, even though they have a very feature rich PVR in Tivo, still watch TV in the traditional way, i.e., live and thus tied to TV broadcasters shedules.
If VM were to have both the infrastructure for the future, which as you say, they already have, and content, which is the prime driver for now (and a good few years ahead), then they would be in an outstanding position, covering both now and the future.