| Cable & telco triple plays are eating in to their base Given how hard Dish has pushed their HD expansion, this is a big blow to them. Wall St thought they would add 72,000 customers( »news.yahoo.com/s/nm/20080804/bs_nm/dish_dc ) and they end up losing 25,000 instead.
The stock market has punished their stock for this. Down over 6% as this is posted:
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 KrKHeavy Artillery For The Little GuyPremium
join:2000-01-17
Tulsa, OK
 ·AT&T DSL Service
| The biggest problem that Dish (and DirecTV) have is they can't do the bundled deals.
Cable, and now TelcoTV have the big market advantage of being able to bundle TV WITH Broadband (And phone, VOIP, even wireless in some cases.)
Satellite operators can provide great TV service but that's it really. They can't cut you a deal on some Broadband. So the competition is beating them with the bundles.
So all the Dish companies can do is lower prices to compete.... which cuts their margins and profits. Long term, Satellite may be in trouble.
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"Regulatory capitalism is when companies invest in lawyers, lobbyists, and politicians, instead of plant, people, and customer service." - former FCC Chairman William Kennard (A real FCC Chairman, unlike the current Corporate Spokesperson in the job!) |
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CorydonCultivant son jardinPremium
join:2008-02-18
Denver, CO | said by KrK:The biggest problem that Dish (and DirecTV) have is they can't do the bundled deals. Very true. That's why I use Comcast here at home, although my family has a vacation house in a rural area that we're looking at satellite for when OTA broadcast goes digital and we'll likely lose our really spotty signal.
That may be where satellite can make up the difference...there's a lot of real estate out there that the cable companies and telcos have absolutely zero interest in. The question is whether that's enough to survive.
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KrKHeavy Artillery For The Little GuyPremium
join:2000-01-17
Tulsa, OK Reviews:
·AT&T DSL Service
| Wonder if down the road DBS providers could make deals with and "Bundle" with "Satellite Radio" Provider XM/Sirius. 
That would at least give them something pretty cool... Especially if they let you "roam" with your service. |
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