10-24-01, 06:58 AM
Changes in dealer compensation on the way to combat churn. He says the majority of churn comes from few dealers (sort of impies that the biggest problem is with large dealers). He even stated the 2% of the dealers produce 20% of the churn, then backed away from that statement a bit.
I Like 9 goes away after January. He seems to imply that they will become a bit less aggressive on and subsidising new subscribers. Message: get in now if you want a strong subsidy on equipment purchases. I suspect that if Dish lowers it's subsidies that DTV will also.
Everyone in the Pay TV business will have to raise prices on an annual basis in the future because of contractual obligations and price increases from programmers.
Another new call center in q1 or q2 next year.
Goal... Reach 1,000,000 PVRS before any other company and achieve during 2nd half next year. (I hope they get one that works).
721 WILL roll out this year. Software is holding it up so far. (gee)
May have to remove a few cities when must carry arrives. Will depend on number of subs vs. number of must carry required channels. He feels overall must carry will be positive for Dish, but still doesn't want it.
Not one penny in business plan for interactive tv for this year. Minimal amount for next year. The biggest profits for interactivity in Britian (where ITV is most successful) is gambling over the television, which is illegal here.
Direct sales amounted to around 10% range. Retailers 90%. No plans to expand direct sales basis. He likes the job that retailers are doing in customer service and feels comfortable with current situation.
Number of set top boxes per home is now about 1.5-1.6 heading to 2.
Has plans to provide DSL in the future, but no details.
Judge in the federal injunction on the old Miami local program access case has "passed away" and the case is awaiting the appointment of a new judge. Developments have been positive. (I don't know if he was speaking of the "passing away" of the judge).
Charlie "likes where we are" now better than last year, even with the weak economy.
Rking
I Like 9 goes away after January. He seems to imply that they will become a bit less aggressive on and subsidising new subscribers. Message: get in now if you want a strong subsidy on equipment purchases. I suspect that if Dish lowers it's subsidies that DTV will also.
Everyone in the Pay TV business will have to raise prices on an annual basis in the future because of contractual obligations and price increases from programmers.
Another new call center in q1 or q2 next year.
Goal... Reach 1,000,000 PVRS before any other company and achieve during 2nd half next year. (I hope they get one that works).
721 WILL roll out this year. Software is holding it up so far. (gee)
May have to remove a few cities when must carry arrives. Will depend on number of subs vs. number of must carry required channels. He feels overall must carry will be positive for Dish, but still doesn't want it.
Not one penny in business plan for interactive tv for this year. Minimal amount for next year. The biggest profits for interactivity in Britian (where ITV is most successful) is gambling over the television, which is illegal here.
Direct sales amounted to around 10% range. Retailers 90%. No plans to expand direct sales basis. He likes the job that retailers are doing in customer service and feels comfortable with current situation.
Number of set top boxes per home is now about 1.5-1.6 heading to 2.
Has plans to provide DSL in the future, but no details.
Judge in the federal injunction on the old Miami local program access case has "passed away" and the case is awaiting the appointment of a new judge. Developments have been positive. (I don't know if he was speaking of the "passing away" of the judge).
Charlie "likes where we are" now better than last year, even with the weak economy.
Rking