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ORIGINAL REDACTED - FOR PUBLIC INSPECTION December 13, 2007 Marlene H. Dortch, Secretary Federal Communications Commission 445 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) [email protected] f\LEOI fl,CCEPiEO ut.e 131001 . . commisSion Fedefll l commul1Ica tlwo OIflce ollhe SecletllY On behalf of Liberty Global, Inc., I have enclosed the additional documents requested by Industry Analysis staff. This material includes both confidential and highly confidential information, as defined in the FCC's Protective Order of July 10, 2007 and the Supplemental Protective 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 as one 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 redacted version ofthis material, and two entirely non-redacted sets which contain both confidential and highly confidential material wi1l also be filed today with Elizabeth McIntyre, Industry Analysis Division, Media Bureau. Should there be any questions, please do not hesitate to contact me at (202) 663-6455. Respectfully submitted, .. Enclosures -------

LEOIfl,CCEPiEO - ecfsapi.fcc.gov · Alegria 2Q06 VOluntary Disconnects by Rel;ison REDACTED - FORPUBLIC INSPECTION LGI.Sup. 000001 2

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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)

[email protected]

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

----~._-----~--------

Alegria

2Q06 VOluntary Disconnects by Rel;ison

REDACTED - FOR PUBLIC INSPECTION

LGI.Sup. 000001

2

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

Alegria

Reasons Service Rates Increase

REDACTED - FOR PUBLIC INSPECTION

LGI.Sup. 000004

5

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

Keys for a Successful Year

REDACTED - FOR PUBLIC INSPECTION

LGI.Sup.000008

9

mIII0"0"

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..~ ,

OJIII0"0"

rG)

inc:l'oooo...w

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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REDACTED - FOR PUBLIC INSPECTION

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BabbLIBERTYG~: LGI.Sup. 000018

Marcb 8,2006Page 57

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