Digital Landscape: The View 4
Digital Britain: Just 50p/Month 5
Ofcom Unbundling Review 10
Consultation conclusion pleased competition 10
UK Broadband Landscape Now 11
Networking Pays 12
IPTV ~ A Waiting Game 14
IPTV in Europe ~ despite fragmentation ULL has been a key driver 15
BT Vision ~ a Confused Picture 18
A case study in a lack of commerciality 18
Digital Britain: Key Investment Conclusions 20
BSkyB Hold target price 407p 20
Carphone Warehouse BUY target price 234p 20
imJack BUY target price 19p 20
Iomart Buy target price 59p 20
Recommendations: Data 21
British Sky Broadcasting 22
Carphone Warehouse 29
imJack* 36
IOMART 43
Appendix I: Unbundling 50
Disclosure Checklist 51