Thread: US Cable Giant Liberty Global buys Virgin Media
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Old 06-02-2013, 19:58   #235
HDFootyMan
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Join Date: Jun 2004
Location: Coventry
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Re: Virgin up for sale?
Interesting read:
http://www.istockanalyst.com/finance...placed-analyst
Quote:
Brean Capital thinks TiVo's displacement from Virgin is unlikely for a number of reasons. TiVo has a mutually exclusive long-term deal with Virgin in the U.K., not subject to change of control provisions. TiVo has been well received by Virgin customers, achieving over 35% penetration in six quarters, accompanied by market share gains for Virgin, the brokerage said.

The brokerage said Liberty does not have an alternative solution, unhappy as it is with its Cisco sourced "Horizon" home gateway, and actively seeking an alternative under the codename "Dawn". This, Brean Capital wrote, could actually turn Liberty's acquisition of Virgin into an opportunity for TiVo.

Brean Capital believes that TiVo's strong relationship with Virgin may actually provide TiVo with a means for enhancing its relationship with Liberty should TiVo be able to expand its business model once it gets past current litigations which we believe are holding TiVo's current model in place.
I wonder why Liberty are seeking the Dawn.......I'll get my coat. (Horizon can't be that good if Liberty are seeking alternatives).
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