leoifl,ccepieo - ecfsapi.fcc.gov · alegria 2q06 voluntary disconnects by rel;ison redacted -...
TRANSCRIPT
ORIGINALREDACTED - FOR PUBLIC INSPECTION
December 13, 2007
Marlene H. Dortch, SecretaryFederal Communications Commission445 12th Street, S.W.Washington, D.C. 20554
Re: MB Docket No. 07-18
Dear Ms. Dortch:
WILMERHALE
Lynn R. Charytan
+1 202 663 6455 (tl
+1 202 663 6363 (f)
f\LEOIfl,CCEPiEOut.e 131001
. ._~ commisSionFedeflll commul1Icatlwo
OIflce ollhe SecletllY
On behalf of Liberty Global, Inc., I have enclosed the additional documents requested byIndustry Analysis staff. This material includes both confidential and highly confidentialinformation, as defined in the FCC's Protective Order of July 10, 2007 and the SupplementalProtective Order of July 20,2007, in the above-captioned proceeding.
We accordingly are providing two sets of these documents that have been redacted, as well asone non-redacted set which contains the confidential and highly confidential material.[CONFIDENTIAL INFORMATION.]
Pursuant to the Commission Orders issued in this proceeding, one set of an entirely redactedversion ofthis material, and two entirely non-redacted sets which contain both confidential andhighly confidential material wi1l also be filed today with Elizabeth McIntyre, Industry AnalysisDivision, Media Bureau. Should there be any questions, please do not hesitate to contact me at(202) 663-6455.
Respectfully submitted,
..I?C£~~arytanEnclosures
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Alegria
;2007 Tot...1Voluntary Disconnec;ts pet Month
REDACTED - FOR PUBLIC INSPECTION
LGI.Sup. 000002
Alegria
2007 VO'lJn~ry OiscQIll)eels Py Reason per Month
REDACTED - FOR PUBLIC INSPECTION
LGI.Sup. 000003
4
Pay TV Market Offering
InStilllalion
-Premium Offer
Cifldit PpUcy
Liberty$41,99
170chanmits(76Q6neraleolerw:ifll:rwmchilnne15,von, 54 musicChanooIs. 40 Ppv)$1125l channel
Fnm
Noo~
qeqit-Checll: "" deposj!:req~merit$
DlrecTV$4D.99
100 cti<lntlalS(48generallEN1!ertail1merlt chtlonels,
3D music channels, 22PPV, NOVOD)W41 rdra.nn&1
Freerenlal ordil unl!
$4.99·OfI61Jbs.equem
Crealtcheck+ QepOli~
r$Qjjjt'emantS
DIsh Network.$34.99~cll<Oine~
ttlogenerafenfert.ai<lman'<>hann..ls,
4 PP'ol. no music.channelS, NOVQO)$Q_~ I Channel
Free rt!l1lB1-on -'"'unit$4.$9on$Ub$equeirt
Ally p(e(l\i.iln'l free to!'3mrmlhS
Gredlt llaJtl Only
Alegria
Effedilfe Declltl'lb.t!f-30, Uberty will mIlch compo,titot'$-o(feru:uch I~Ft:eeSTB-rent:al forl-fdron ftr5tTV outlet$10'<lff first 3 J11OhtIl.l;-Any p~iumfrel\!rorfi~ 31'f)ooths
Libe-.fy is:the. Q_ntyo~et:h;al pro'lid~ffU montfl of servj«.
LGJ.Sup. 000005
6
Credit Verification ProCess and R~qllired Deposits
Value of FREE services:Mo~\ .oompa~les perform cre~ftch~c~
- DirecTVdoes!
• AEE, AAA PRTC,. all cellularcompanies, and DlrecTV required\WOSlts
Dish NetwQt1< ONLY aCC<ipls Cl'edrtpatti payments
Ffee i~lkilion
Internet,seM;e
Free modem
3999
15.00
Alegria
Nane Ql tpese comP'ani~s proVide thecustomer With a free month of serVice- Oll/LY Liberty
Telephone seMce 24.99
~$lphooe .~QO
Atld: 0IlOO: for telephOn.y 'l1..m1
Tola! freese:rVices t 365,53
LGI.SUP. 000006
7
HSD Market Comparison
2S6 kB~ SeMce
MOdl!m
\!olea Bundie
Liberty
F'roofirst3 mQr1ih$: $9.99M~(
Free
Nania'
PRIC/OM!\)(
$2U9
F,w
SlP,based Phone Max Free
Alegria
EffectiveJalillary].ot UIJ:erty: Wil'~
DQul!lethhpeed offe"n. G.1i~te~d pilit;ll;lUttfor fJ.M'sntonths (ill ;lSCi <;:U$Ull:ne't Wil'l lieS'pf~.._d,~ ~ ~i2 f~r-fj~~ ~-~c.:tJu~nW!f ~~Iv6:a b!klmaflCel;ii't' Qll-to. p$'Jtl~n~tfyMp,rade;lv512 where-the modem renblls_~ved)
PnwJ4e'ilI 25%.di5JtO.uut during theflrst 3 montf.s
A triple pb-y'c:uStomerwill rec:tlm ",~-~~WPRunlhJltedvoice pacb~e fot$2.4;W
LGJ.Sup. 000007
e
REDACTED - FOR PUBLIC INSPECTION
Babb
(I) Institutional activity as of Feb. 24, 2206 per IR Channel..<~.;
LmERTYGI~O~:;;~ BAL LGI.Sup.000010
-~-Marcht8;~~8
P~$ll!:<J:g
REDACTED - FOR PUBLIC INSPECTION
Babb
Institutional activity from 9/30/05 to present per Thomson.
LmERTVCAS:u- I.oBAL LGI.Sup. 000011
-,-:-;:/'.-;;-:.<•.... ': ..,',:."~ .. , .. ;;.,~ .,'.'
'Ma~Pi8~$a06. Pa:~~'50
O ·':',' {',""" -" ';', i:: \ -,~-":',, >" "'", ,,' '" ',,, "'~~~tT#:t fWMMrtt"'$!;Hftw
..
REDACTED - FOR PUBLIC INSPECTION
LmERTYCAS
,LOBALLGI.Sup.000012
M;;~~iiq~~Pa "51..~ ,
Multiples of 2006E OCF
10.0x 10.lx
NTL Telewest Comeast LGI Cablevision Rogers M edlacom Charter Shaw
Industry-Wide Multiple Compression Has Continued
Source: Average from research analysts induding MS/ GS, UBS, WachoVia, lehman, Miller Tabak and Stifel, except LGIas per prior slide. Data represents TEV/2006E.
BabbLIBERTYG~ LGI.Sup. 000014
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