the p1 effect, page-4

I think you are being a little bit to ambitious jefferies2 if you are expecting them to show that revenues will be coming in from their IPTV deals.
I would be AMAZED if they were.
I would be more inclined to go with the cowboy, and that is, we will start to see revenues tick over once
the Wi Fi deals are implemented.
It has been talked about for months now on Hot copper that we would NOT see money coming through the door UNTIL Wi Fi is up and running.
I may be wrong on my assumptions, but I do believe this to be the case.
Hopefully you haven't been mislead thinking otherwise.
Cheers.