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TeleWest for Recovery (TWT)     

ainsoph - 27 Jan 2003 10:45

I am a trader as well as an investor and hopefully this thread will reflect both aspects ....

We should start by saying this is a highly speculative share and the market takes no prisoners.

Over the last 18 months I made lots twice in the early days - then lost it back - bought a million at 2.6p average - founded the TAG - bought another half a million or so at sub 1p - sold most at average 4.25 - bought back at 2.2p and less - sold most at 3.5p and now buying back - overall a good net profit at this time.

I think the d4e will happen (say 90% chance) and the 3% currently talked about will give or should give a price equating to say 3/5p. Longer term on succcess of d4e and progress in the sales market the shares should move to around 10p - assumming markets are not in freefall.

I am looking to buy at any time and hoping for a war generated dip - when I do I will let you know.

The TAG site is a great place for catching up on the TWT news and I will post here as well.

Currently trading on TWT is light (1.7 million traded) and the price is down a littlw with a wide spread (2.01/2.35p). This is a sets share and you must expect a crtain amount of manipulation in these troubled times - FTSE down over 4% intraday

I have a core holding of at least half a million shares and intend to be a long term investor at this time.


ainsoph


http://www.investoraction.co.uk - currently we have 804 registered members holding around 100 million shares in total

ainsoph - 20 May 2003 08:30 - 335 of 396

interesting but not price moving


Council chosen to be a TV star May 19 2003




By The Huddersfield Daily Examiner


LOCAL government is coming to a TV near you.

Kirklees Council has been chosen as the leading local authority for DigiTV, the national project for Digital Interactive Television (DiTV), which will be launched at a national event in London on Thursday.

DigiTV is among the national projects being launched by the Deputy Prime Minister John Prescott.

Lead partners in the bid are Kirklees, Somerset, Suffolk, Knowsley and Hillingdon.

The Department of Trade and Industry and the Department of Health are involved in the project, as are private firms including hardware and middleware providers such as the BBC, NTL, Telewest and Sky.

The aim of the project is to demonstrate how DiTV can be used as a channel to deliver local government services, ranging from contacting councillors, arranging collection of bulky items from homes, through to details of what's on in an area and addressing community safety.

Work on starter kits will start next month and the project will be operational around January, 2004.

A DigiTV website will be live from Thursday.

Anyone who would like to know more about DiTV should contact Ricky Chopra, National DiTV Project Manager, DigiTV National Project, Kirklees Metropolitan Council, 1st Floor, High Street Buildings, Huddersfield, West Yorkshire, HD1 2NQ.

Ring Mr Chopra on 01484 416230, email ricky.chopra@kirklees.gov.uk or see the website at www.DigiTV.org.uk

ainsoph - 20 May 2003 08:33 - 336 of 396

Digital TV subscribers to double by 2007

London, May 19 2003, (netimperative)



by Susie Harwood

The number of subscribers to digital pay-TV services in Western Europe is expected grow rapidly over the coming years according to new research by IDC.


The company forecasts that pay-TV subscribers will more than double to 49m by 2007, up from 24m this year.

The report reveals that satellite remains the dominant platform driving subscriber take-up, with cable and DSL showing insignificant challenges in most Western European countries.

IDC said that the UK, France and Spain have managed to achieve high levels of DTV subscriber take-up, but Germany, the Netherlands and Belgium are lagging behind.

ainsoph - 20 May 2003 10:36 - 337 of 396

TW launches online broadband 'shop'

London, May 20 2003, (netimperative)



by Chris Lake

Telewest Broadband has set up an online store for customers to order new cable broadband services, which now run at speeds of up to 2Mbps.


The company is pushing its blueyonder broadband internet, television and telephone services and is offering a 5 discount to those customers who order online.

Telewest said the discount reduces the connection charge for entry-level broadband internet to just 7.50, which it claims is the lowest price for high-speed internet access in the UK, although this is for existing Telewest customers with a set-top box already in place.

New customers that want access to the high-speed internet via a cable modem will see the connection charge reduced from 50 to 45. They are invited to conduct a postcode search to see if the Telewest network extends to their neighbourhood.

If this is not the case, Telewest suggests they visit NTL's website to check for cable broadband availability, in line with the marketing agreement that exists between the two cable operators.

Telewest and NTL are widely expected to merge at some stage after the refinancing of the former operator is completed, following NTL's successful debt-for-equity swap last year.

Mr Ashley James - 20 May 2003 16:22 - 338 of 396

Ains,

Very annoying all TWT needs to do is break 2.17p/2.18p to break out IMHO.

chart.asp?symb=uk%3Atwt&compidx=aaaaa%3A

ainsoph - 20 May 2003 16:49 - 339 of 396

I know .... spread is very tight at the moment and useful vol today


ains

ainsoph - 21 May 2003 07:59 - 340 of 396

FYI


NTL hits back in 128Kbps broadband row
16:45 Tuesday 20th May 2003
Graeme Wearden


The cable firm is accusing its rivals of indulging in dirty tricks as the government gets lambasted for its failure to agree on a clear definition of broadband
The ongoing controversy over which types of Internet products should be called broadband resurfaced on Tuesday, as NTL slammed operators who have complained that its entry-level product isn't worthy of the description.

Alex Blowers, director of regulatory affairs at NTL, claimed in a speech at a Westminster Media Forum event in London that this infighting over definitions was damaging for the whole industry, and deterred some users from upgrading to broadband.

Blowers also suggested that some of the companies who were most keen to rubbish NTL's 128Kbps service (which was recently increased to 150Kbps) were acting largely out of self-interest, and just wanted to have the base point for broadband set "at the speed of their own entry-level product."

"If you don't like the fact that we're taking customers away from you with our 128Kbps and now our 150Kbps services, then you should start providing your own services at these speeds," Blowers told the audience, which included representatives from most of the major UK ISPs.

"We need to stop this dirty war," Blowers insisted.

NTL's 128Kbps/150Kbps product has been a subject of contention for months, amid claims from other broadband providers that it is too slow to provide a true "broadband experience".

The cable company also fell foul of the Advertising Standards Authority (ASA), which ruled last month that that NTL was wrong to use the word broadband, without qualification, to describe the 128Kbps product. According to the ASA, most consumers would think that broadband means a service of 500Kbps or faster.

Users of the 128Kbps/150Kbps product have been counted as broadband users by Oftel when assessing the overall take-up of high-speed Internet services, but not when the regulator is assessing market dominance, a position that was also criticised on Tuesday.

"Without a clear definition of what broadband is, it simply isn't possible to tell who is monopolising the market," claimed a representative from Tiscali, pointing out that while ADSL and cable each have roughly half of the broadband market under today's government figures, the position is much less balanced if you subtract NTL's 128Kbps/150Kbps users.

It has been reported that there are around 380,000 users of NTL's 128Kbps/150Kbps service, out of a total of roughly two million broadband customers overall.

E-commerce minister Stephen Timms came under fire from one delegate over this issue, who claimed that there were at least six different and conflicting definitions of broadband. Timms, though, insisted there is no problem with this.

"As long as it is clear what is being offered to consumers, I don't think it matters that the term broadband is being used to describe several different services," Timms said.

Mr Ashley James - 22 May 2003 02:38 - 341 of 396

Ains,

Given up. Only if FTSE rallies can I see it moving up through resistance.

draw_chart.php?epic=TWT&type=4&size=2&pe

Return to 6.40p or above fat chance otherwise IMHO

Good luck with it

Ash

ainsoph - 22 May 2003 07:37 - 342 of 396

fair enough ...... I am happy to sit it out ..... tending to swing trade over a period rather than look for immediate returns.


ains

Fugitive - 22 May 2003 07:43 - 343 of 396

swing trading and sitting tight, ainsey ;-))

ainsoph - 22 May 2003 07:44 - 344 of 396

Fungi ..... get a life ....duh

Fugitive - 22 May 2003 07:50 - 345 of 396

LOL !!!

ainsoph - 22 May 2003 09:11 - 346 of 396

UK broadband hits two million


The spread of broadband has been helped by lower prices
The UK has totted up two million broadband connections, according to the telecoms watchdog Oftel.
The success will be seen as a sign that the UK is catching up with its European neighbours in the race to be the best place for fast net services.

With new connections running at 35,000 a week, telecoms regulator Oftel is confident the UK can reach the top of the broadband league table.

"It took two years to reach one million connections but only seven months to reach two million, as increased competition and lower prices have boosted connection rates," said David Edmonds, Director General of Telecommunications.

Digital divide

It offers new ways of boosting education and skills, as well as giving rural communities better access to government services

Alun Michael, Rural Affairs Minister

The figures, based on information from network operators, will come as a relief to the government. It has committed itself to make the UK the best place for broadband in the G7 group of countries by 2005.

"We now have the third most competitive broadband market in the G7 and we have today hit two million connections in the UK which goes to show that we are heading, full speed, in the right direction," said e-Commerce Minister Stephen Timms.

According to the Office of National Statistics, the UK has seen a 200% growth in broadband in the last year, due largely to falling prices, fierce marketing campaigns and new ways to install the technology.

Avoiding a digital divide between regions that have access to broadband and the 30% that remain reliant on dial-up connections will be the next big hurdle.

And the need to connect the remoter parts of the UK to the broadband revolution is not lost on the government.

"This technology has huge potential to overcome the barriers of physical distance leading to increased productivity for our rural businesses," acknowledged Rural Affairs Minister Alun Michael.

Action not words

The government's role is to get out there and buy it

Jim Norton, Independent Director
"It offers new ways of boosting education and skills, as well as giving rural communities better access to government services," he added.

Critics are increasingly calling on the government to replace its rhetoric about rural broadband with action.


"The government's role is to get out there and buy it rather than regulating the industry to death," said Professor Jim Norton, the former director of the Cabinet Office's e-commerce team.

Speaking at a broadband conference in London, Professor Norton said that the government had vast buying power.

"In rural areas the government is often the biggest customer. If it could buy better then it would create the critical mass needed for operators to invest," he said.




ainsoph - 22 May 2003 11:14 - 347 of 396

NTL hit by ad watchdog ruling
By Tim Richardson
Posted: 21/05/2003 at 10:56 GMT


The advertising watchdog has dismissed complaints concerning NTL's boast that its broadband service offers "unlimited surfing" even though it has imposed a cap.

As reported last week by The Register, the Advertising Watchdog Authority (ASA) agreed with the cableco that "because residential users enjoyed 24 hours a day, seven days a week broadband access and they were able to download 1Gb of data in a day without their access being halted and without being charged extra, [NTL was] justified in advertising that [its] fixed-monthly-fee broadband access offered unlimited Internet usage.

However, NTL wasn't so lucky with a second complaint that questioned its claim: "High Speed Broadband Internet only 14.99 a month From the UK's No.1 Broadband Internet provider...".

That complaint came from monster ISP Freeserve which argued that users of NTL's 128 kbps product should not be counted as broadband customers, and thus challenged the claim that NTL was "the UK's No.1 Broadband Internet provider".

NTL argued that when you include all 128 kbps punters along with it higher-speed customers (that's more than half according to internal figures seen by El Reg, by the way), then it did have more residential broadband customers than other ISPs in the UK.

However, the ASA disagreed claiming that the statement - "the UK's No.1 Broadband Internet provider" - without qualification, was likely to mislead.

Elsewhere in the tit-for-tat world of broadband, BT complained about Telewest's claim that its broadband service was "easier to install than BT". The Telewest copy went on: "When it comes to installation, we'll send an engineer round to install it for you. (BT leave you to figure out the installation process for yourself and they charge you a lot more.)"

BT denied that its BT Broadband service was "difficult to install". It also got the hump that it "charged a lot more for installation".

The ASA upheld the first complaint but threw out the other.

ainsoph - 22 May 2003 11:16 - 348 of 396

15:21 BST, Wednesday 21st May 2003 -- by James Welsh
One part of a BT complaint over a Telewest blueyonder broadband promotion has been upheld by the Advertising Standards Authority.

The advert in question was a direct mail ad, which drew comparisons between the installation processes of blueyonder compared to BT's broadband services. One piece of copy in the ad said blueyonder was "...easier to install than BT," while another claimed: "When it comes to installation, we'll send an engineer round to install it for you. (BT leave you to figure out the installation process for yourself and they charge you a lot more.)"

BT challenged both claims. In the first case, BT said the blueyonder advert implied the BT service was difficult to install. Two different opinions emerged during the adjudication of this complaint - while blueyonder said they had merely "pointed out an obvious fact: that it was easier to have Broadband Internet installed by a professional engineer than for an individual to install it themselves," the ASA said it understood that BT's product was designed to be simple to install so that it removed the need for on-site technical assistance." Additionally, BT pointed out that a dedicated technical helpline was available for customers with installation queries. Therefore, because the ASA agreed with BT's claim that the Telewest advert implied BT's service was difficult to install, the complaint was upheld and Telewest was told "to ensure they did not repeat the implication that it was difficult to install in future advertising."

The second complaint involved BT challenging the veracity of the claim that "they charge you a lot more." This complaint was not upheld, as at the time, Telewest were charging 25 for installation as part of a half-price promotion; BT's standard installation charge for a modem and "enhancement of their customer's telephone lines" is 50. Therefore, the ASA ruled: "the advertisers were justified, during their half-price installation promotion, in claiming BT charged a lot more for broadband installation."

ainsoph - 22 May 2003 11:34 - 349 of 396

SKY

UK TAKES TO BROADBAND


There are now two million broadband users in Britain, according to telecom regulator Oftel.

It said 35,000 people are signing up every week for broadband, which provides a faster service and a permanent link to the web.


Last October it was only 20,000 a month.

Oftel said lower prices and increased competition had been boosting sales.

The Government said it was stepping up its efforts to speed up the roll-out of broadband across the country.

E-commerce Minister Stephen Timms said every school would be connected by 2006.






Last Updated: 11:18 UK, Thursday May 22, 2003

Mr Ashley James - 22 May 2003 15:32 - 350 of 396

Ains,

FTSE has been up to 3,971.10 this am and DJIA 8,573.30 and TWT has not even moved up yet!

(:-(

ainsoph - 22 May 2003 15:34 - 351 of 396

I know ... it's in a micro market of it's own ...... like I say - I am happy to sit on mine and wait .... will add a few if it dips but take your point

Mr Ashley James - 23 May 2003 13:21 - 352 of 396

Ains,

Well at least hourly MACD Broke Zero yesterday, now all it needs to do is break 2.17p IMHO.

chart.asp?symb=uk%3Atwt&compidx=aaaaa%3A

ainsoph - 23 May 2003 13:22 - 353 of 396

Yes ....... vols are fairly flat at the moment

Mr Ashley James - 23 May 2003 14:09 - 354 of 396

Ains,

Volumes are flat on everything pre a bank holiday weekend

A hammer on 6.50m volume is pretty good under the circumstances
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