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

Broadband awareness soars
By Tim Richardson
Posted: 27/01/2003 at 16:19 GMT


Eight out of ten Net users in the UK know about broadband, according to research published by telecoms regulator Oftel.

Its an improvement to a year ago, when just five out of ten people knew about broadband. Around 30,000 people a week are signing up to broadband. Oftel estimates that around 1.4m people in the UK now use broadband to access the Net.

The research also found that many people make a link between the provision of broadband and telephony services, with three in ten people choosing their broadband ISP because they also provide telco services.

This will, no doubt, be of interest to the likes of NTL, Telewest and BT. Anyways, there is stacks of stuff in these reports if this is something you're interested in.

For example, the research found that the UK's big three ISPs BT, Freeserve and AOL UK account for six in ten of all Internet connections in the UK.

To check out Oftel's latest report go here.

from silicon

Monday 27th January 2003 4:00pm



UK broadband gets broader and Telewest's DIY offering


Sing it now - "I am the one in ten..." - or are you One in 10 home internet users in the UK now use broadband connections, while 90 per cent of all net users say they are happy with the services they buy. Those are the latest figures from Oftel - and the industry regulator is clearly pleased with progress.

In a release issued today, Oftel notes there are 30,000 new broadband subscriptions every week right now, meaning the UK has over 1.4 million households with high-speed net access.

Oftel DG David Edmonds also said consumers still benefit from "good deals on unmetered dial-up access". The government, BT and others have long maintained low broadband penetration rates in the UK are partly to do with good-value narrowband on offer.

Separate research has shown broadband adoption growing at these rates while narrowband dial-up levels remain almost static. However, it isn't that new users are jumping straight to broadband, rather that as new narrowband surfer come online they replace an equal number of consumers upgrading to broadband.

In a statement, E-minister Stephen Timms said: "It is wonderful to see the joint work of government and industry in raising awareness of the benefits of broadband really paying off."

Many consumers have chosen to focus on the lack of broadband availability in their locales, while the major service providers have concentrated on educating home users and small businesses on its advantages.

The main broadband service providers, BT, NTL, Telewest and ISPs, who nearly all resell BT's ADSL service, offer different versions of high-speed connectivity.

Today Telewest announced a self-install version of its Blueyonder broadband service, costing 12.50 for a DIY starter pack. The deal is cheaper than BT's self-install ADSL option but only available to Telewest digital TV subscribers as it makes use of the cable modem found in set-top boxes.

BBC


Monday, 27 January, 2003, 15:27 GMT
DIY broadband via television


Now you can festoon your own home with cables

Competition for customers is starting to cut the cost of connecting up to broadband internet services.
Cable firm Telewest has announced a self-install package for its Blueyonder broadband service that costs only 12.50.

The self-install pack does away with the need to buy a separate cable modem as it uses a television set-top box as the connecting point for the high-speed service.

Eventually Telewest said it will provide wireless links to make it easy to link up home computers with its network.

Fast forward

Many of the set-top boxes that people use to watch cable TV have a modem inside that can be used to connect up to the high-speed services offered by Telewest and NTL.

Telewest's self-install package does away with the need for a visit by one of the company's engineers and lets existing customers swiftly switch on a broadband service.

Currently Telewest offers two broadband services. By itself the 512mbps service costs 29.99, but customers of other Telewest services get it for 25 a month.

The higher speed 1mbps service is 39.99 for broadband only and 35 per month when combined with other Telewest services.

Before now both have needed a visit by technicians to wire up homes and get domestic computers authorised to use to Telewest network.

Telewest's network currently passes 4.9 million homes and it currently has 1.76 million households as customers.

Cable firm NTL already offers a broadband service via its set-top boxes.

Existing customers will be able to get the service working quickly though new customers will still require a visit to connect them up. The installation fee costs up to 50.

The numbers of people signing up for high-speed services via phone lines leapt when BT made a self-install package available.

The self-install package uses wires to link set top box with the computers in customers' home, but eventually Telewest said it will provide wireless connectors to make installation even easier.

New pricing structure for TWT services mailed out and received today - the claim is for a 2003 price freeze but with many pages of content to look through I will let you know :-))

One thing that is clear - they intend to reduce the bad debt situation and using pricing control to try and steer eberyone onto direct debit.


ainsoph

You over staying here now Ainsoph?

I have had a few problems with my password over last day or so but intend to post on a regular basis on a few shares where I have an interest.

Looking to add a few at the moment and would like to pay around 2p - no great rush.

Had occasion to talk to customer services ysterday and admit I was very impressed with their help - wanted to know why I was changing the content of my service and advised on options.


ains


Owen Gibson Guardian
Thursday January 30, 2003

Beleaguered cable company Telewest has signed a potentially lucrative partnership deal with Sony to develop a network allowing PlayStation 2 owners across
Europe to play games against one another.

It has formed a new company, which will be headed by former broadband chief David Docherty, to assist Sony in developing a high-speed internet network that will link gamers throughout Europe.



According to Mr Docherty, the deal is also significant because it will make Sony's games consoles the "gateway" through which, in the future, people can access pay per view movies and music.

"By the time you get to PlayStation 3, it becomes a platform and a brand identity and opens up a host of possibilities for music and video downloads. It's very exciting and more important than the future of ITV," he said.

Mr Docherty added the experience Telewest had gained from building its Blueyonder broadband service, which is one of the most popular online gaming services for PC owners, would stand the new division in good stead for developing the Sony service.

Sony is keen to establish its gaming network as soon as possible so it can catch up with Microsoft, which has already launched a high-speed link up through its X-Box Live service.

The service will launch later this year.





By Dinah Greek [30-01-2003] PCW

Company touts a range of business broadband services

Tony Grace, the new managing director of Telewest Business, has his heart set on wooing medium sized enterprises in industry and the public sector to the company's business broadband services.
In particular he believes that the public sector is beginning to lead the way when it comes to embracing broadband-based service technologies, which he insists is good news for Telewest's IPVPN model.

Grace has been buoyed by a recent contract signed by Telewest for its IPVPN product with the United Bristol Healthcare Trust.



The aim of the project is to use sophisticated high-speed fixed links to improve patient care and streamline medical systems.

Two hospitals in the area, Bristol Royal Infirmary and Bristol General Hospital, are already up and running on the network, with a further two ready for roll-out.

The aim is to connect 12 hospitals and a number of local GP surgeries into the network.

Grace, who has moved over from the company's consumer division, believes that Telewest has the right mix of services for these organisations, and that there is a fast growing awareness among them about the benefits.

"Large blue chip companies are not for us as they have multinational operations," he told vnunet.com.

"So I am pleasantly surprised by the desire in the public sector, and an increasing number of medium sized companies, to embrace new technology."

Grace added that Telewest is targeting its application service provider offerings, initially aimed at small companies, towards medium sized organisations.

But he accepted that there would be slower growth for these services, which were launched last summer.

"We have sold several thousand licences. I am not looking for an immediate influx of interest, but I do expect it to grow gradually but strongly over the next 12 to 24 months," he explained.

Camille Mendler, director of the Convergent Communications unit at the Yankee Group, said: "There is huge untapped potential in the SME sector for this type of service.

"But it is not an easily definable group. Companies like the idea of sending all types of traffic over a single network that is cheaper.

"Internet service providers now have to market the services more effectively and show how they can deliver benefits to SMEs."

Hi ainsoph, glad you found the time to register

Many familer names here

PS, perhaps a TAG link at the top of the thread is acceptable, after all we carry no ads and it will not take business away from Moneyam or ADVFN for that matter

PPS Best not to mention this moneyam site on advfn

Hi Paul - will do on the TAG - still getting 300 hits a day or so

I think a few others will look in as time goes bye




ains

UK to get 1.3m broadband punters this year

By Tim Richardson
Posted: 05/02/2003 at 15:17 GMT


More than a million homes in the UK will hook up broadband this year, amid signs that the UK is finally becoming a broadband nation.

At the end of 2002, 1.6m UK households had signed up to broadband. This year, a further 1.3m people are expected to get broadband, bringing the total number to just under 3m by the end of 2003.

Looking ahead, researchers Strategy Analytics reckon take-up will accelerate over the coming years with 10.5m - or a third of households - with broadband connections in place by 2008.

By this time, researchers reckon that DSL services will make up around 65 per cent of broadband lines, with cable making up around 31 per cent.

In the UK at the moment the split between DSL and cable services is neck and neck.

Strategy Analytics also pointed out that the UK has the second largest European broadband nation (in terms of numbers) behind Germany but ahead of France.

Would be nice and good for TWT if it happened



Business wants grants to help take-up broadband
By Tim Richardson
Posted: 06/02/2003 at 10:20 GMT


Half of UK businesses want tax breaks or grants to encourage the take-up of broadband, according to a survey by the Institute of Directors (IoD).

The survey also found that a third of businesses thought that local councils should subsidise the adoption of broadband by running 'try before you buy' schemes.

The call for help from business comes as nine out of ten of industry bosses said that broadband is an important issue for business, with eight out of ten saying that the lack of any local service was one of the main obstacles to hooking up to broadband.

However, the Government isn't keen on giving broadband special treatment.

In December 2001, it rejected the idea of using tax breaks to stimulate investment in broadband networks and instead called on companies to use existing tax breaks to help get wired up.

A spokesperson at the Department of Trade and Industry (DTI) underlined this saying that tax breaks were available to small firms. Critics claim that the existence of the tax breaks was not well known.

In a statement Jonathan Cummings, Director of e-Business at the IoD said: "It is very encouraging to see that so many business chiefs cite broadband as an important business issue.

"However, for the government to meet its target of making the UK the 'best environment for ebusiness', UK business needs more coverage, more competition and more bandwidth options. To achieve this, more government support is needed," he said.

Last week European Commissioner Erkki Liikanen said political leaders must do more to help the development and take-up of broadband in Europe if they want to secure the benefits of a wired world.

Politicians must do more for broadband

ainsoph

Have you abandonned the threads you started at the other place?

I will be posting more frequently on this site in the hope there will be less abuse and spam. I will tend to update here in future and talk trading - if I trade.

Currently I hold a fair number from 0.7p to 2.6p and looking to buy back recent trading sales.



ains

ainsoph

it appears you have been banned elsewhere for abuse and spam! I will look at your threads from time to time. Perhaps post all the articles to info threads and allow some room for discussion?

F

I am not aware of being banned elsewhere for abuse and spam Fugitive - perhaps you can post a few details ..... sounds intriguing although it doesn't seem to be relevant to TWT



ains

Do we have to have all this 'yes you did', 'no I didn't' type of pantomime dialogue?

Most of us prefer proper civilised discussions. I thought we had left that type of thing behind us when we came here from ADVFN.

agreed 100%


Looking at sets last week it does seem as though a certain amount of manipulation is going on in order to push the price up. Not convinced we should be buying @ 2.5p+ at this time.

ains



latest news seems to be

23:09 GMT, Wednesday 5th February 2003 -- by Jason Crawley
Updated: 01:20

GWR have signed up with Telewest Broadband to broadcast four of its digital stations into millions of cable homes.

Telewest will broadcast the four stations - Classic FM, the Core, Planet Rock and The Storm - from February 7 on its digital cable service, which will increase the stations' potential cable and satellite audience to eight million. Classic FM, which currently transmits on EPG 922, will be moving position according to a report in the Digital Spy Telewest Broadband forum.

The deal comes after last week's Rajar figures showed that 7.5 million people are listening to radio via digital platforms, with GWR's digital stations reaching 80% of the population and The Storm having a potential digital radio audience of 13 million.

Simon Ward, GWR Group New Media and Digital Director, said: "Given that our aim is to connect our brands to consumers in all ways that appeal to them, this makes perfect sense and will only increase the availability of our brands, audience reach and audience share."

GWR have also announced the completion of a sophisticated new transmission network for Classic FM, constructed by NTL Broadcast under its 25 million twelve-year transmission contract with the group.

Haystack

An apology to ainsoph (and a polish to his halo too!)

F

Heard about some of the problems you had on the other site ainsoph. Are you still posting there our have you effectivly abandoned the place.

On the subject of twt you are possibly aware of this Hong Kong Billionare, a Mr Li. Rumour has it that he is shopping around for Energis although I fail to understand how that could be achieved as it is in insolvency.

Something to be aware of I surpose.

BTW over on the premium side here I currently maintain a thread (epic tele) for telecom traders and investors. I am not sure if I will stay here (premium) as much depends on level 2 pricing and effective formatting as a tool. However will keep you informed

Paul

Hi Paul

I think it would be fair to say that the situation over there has gotten totally out of control. I mostly talk via IM to like minded people these days - more lively discussion but no slagging or spam :-))

Yes ..... I saw the talk about MR Li shoping for a UK telecom. There was some vague suggestion of TWT but think that's totally out of order.

What is a little puzzling is the way TWT has been moving forward despite markets falling back. Not sure but get an impression there may be some stake building going on. A lot of biggish buy trades at above the general going rate. I still have at least 10K to buy a few of my traders back but still hoping for sub 2p ..... in an ideal world.

I haven't sprung for any money yet and therefore not on premium site but may dip my toe in - this coming week. I only use the other side for L2 and the fbb because ME is too expensive for L2. I will always be interested in a cheaper and/or better service.



ains