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Originally Posted by Chrysalis
whats worrying is we hearing of mergers and then after a merger another company thinking of buying the whole lot ntl/telewest/virgin
so if you was a manager at ntl/telewest would you be wanting to spend money on upgrading ubr's which will ultimately make your annual/quarterly figures look bad in terms of profit/loss. Currently it seems to be all about marketing and profit, which is why I believe in the last 3-6 months we have seen service plummet on both sides.
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Don't agree, service quality has only *appeared* to drop due to the upgrades in bandwidth and the issues that have arisen from that.
They don't have any choice but to spend the money required. With Sky's acquisition of Easynet now done Sky will in the not too distant future offer triple play. Either ntl/Telewest adapts and keeps up or they fall by the wayside, simple as. We know that the Murdoch's pockets are far deeper than the cableco's and now really isn't the time to be holding back on the investment, especially with the economies of scale, etc, that the acquisitions / mergers will bring.
Telewest managers might well be reluctant to spend right now due to being forcibly constrained, or may go the other way and spend like crazy, as they did last time just before Telewest changed ownership. We'll see.