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View Full Version : New Merger Proposal Full of Rainbow Divestures


Steve Mehs
12-02-02, 03:50 AM
EchoStar and DirecTV parent Hughes Electronics submitted their amended merger proposal to the Federal Communications Commission, a revised application that's full of divestures to Cablevision's proposed DBS entity, Rainbow DBS.

In October, both the FCC and the Justice Department's antitrust staff said they would block the proposed EchoStar/DirecTV combination. But the FCC gave the companies until the end of November to submit a revised merger proposal.

Specifically, EchoStar and Hughes said they would divest EchoStar's 11 frequencies at the 61.5-degree slot to Rainbow. EchoStar also said it would assign to Rainbow its right to operate over 6 frequencies at the 61.5-degree orbital location that's under lease with Christian DBS operator Dominion - assuming that the lease arrangement permits assignment by EchoStar.

The companies also said they would divest 24 frequencies at the 148-degree slot, and EchoStar's temporary authority to operate additional frequencies at both locations. That would give Rainbow DBS 51 DBS frequencies at orbital locations not considered full-CONUS, or lacking full coverage of the entire United States. The slots would give the company coverage of the Eastern half and Western end of the country.

In addition, EchoStar said it would sell its EchoStar III satellite and lease its EchoStar I and EchoStar II birds to Rainbow DBS. The companies also said they would share with Rainbow backhaul facilities for local broadcasts, and give Rainbow the right to resell a merged company's full line of DBS services.

"Instead of a '3 to 2' or a '2 to 1,' this transaction will be a '3 to 3' or '2 to 2' in most areas of the country," EchoStar and Hughes said in the filing. "By virtue of the divesture proposal, which will strengthen Rainbow, consumers will benefit from a more powerful competitor than either EchoStar or DirecTV would be alone - a move from two spectrum-constrained providers that will be substantially strengthened compared to the status quo."

The merging companies also said Cablevision and Rainbow DBS will have the financial power to make satellite TV work, especially given the recent sale of Cablevision's Bravo network to NBC. "That transaction increases substantially the capital that could be available to Rainbow and should remove any remaining doubt that Rainbow's entry will become likely, timely and effective by virtue of the amended merger proposal," the petition said.

From SkyReport (http://www.skyreport.com/skyreport/dec2002/120202.shtm#one) (Used with Permission)

Jacob S
12-02-02, 11:02 AM
Dish and Direct would not do this unless they knew they could remain on top. This would do wonders for the stock prices, in my opinion, in which may bring greater profits even with competition, because they would be selling the locals and be allocating satellite space to rainbow, therefore, even if there competition goes well, they will still gain a profit from it. Smart thinking.

Lyle_JP
12-02-02, 12:57 PM
It sounds to me like the only way Cablevision could have a viable nationwide DBS company is if they duplicated all the core programming at both 61.5 and 148, which wouldn't leave any room for local stations beyond maybe 6 top markets.

Not much competition, if you ask me.

belsokar
12-02-02, 01:30 PM
can dish/directv merger give up all of this and still provide the increase content they've been promising (specifically hdtv)???

AJ2086
12-02-02, 03:31 PM
When you get rid of the duplication in core programing on the CONUS sats you get alot of bandwidth freed up.

gpflepsen
12-03-02, 07:48 PM
Would it be wrong to rekindle the hope for this merger to go through? I'm hoping it will.

Mike123abc
12-03-02, 08:00 PM
I think any hope of a merger has been smothered by a wet blanket.

The FCC/DOJ already said that setting up a competetor would do no good... Why take 2 companies and make one and then split off part to try to make a second to have "competition" instea of just keeping 2 companies to start with.

AJ2086
12-04-02, 08:54 AM
Because with the 2 companies they wont be able to compete with cable once HD comes around because of the limited bandwidth. With the merged E*/D* and R/L there will be enough bandwidth to offer good competition with cable and newE* and R/L will be sharing programing and such so it would be 2 great companies instead of 2 okay. Without the merger R/L cant exsist where will they get the sat space?

Mike123abc
12-04-02, 09:20 AM
Even with all the bandwith of 101,110,119 they would not be able to carry HDTV to all DMAs, there is not enough bandwidth. Dish using 8PSK gets 2 HDTV channels/transponder. Assuming you wanted to use ALL 96 transponders for LIL HDTV they would not be able to carry 1000 HDTV channels (assuming 5x reuse on spot beams). There are 1500 or so LIL channels.

Right now the technology does not exist to do all HDTV DBS. That fact alone will probably kill off DBS eventually, or just make it the Kmart of the television world. In contrast the technology exists today and is being used in some cable systems that has enough capacity to provide 250 channels in HDTV on a single cable. Since the cable company only has to carry 5-30 local channels depending on the DMA, they can carry 200+ HDTV cable channels.

Face it, if you want to remain on the high end of Television technology, you will be forced to switch back to cable eventually. A modern cable plant has the bandwith of about 125 DBS transponders, a merged ED* will have 96. And cable at most will have to carry about 30 locals (like in LA market) and DBS will have to carry 1500.

Also R/L DBS will have fewer transponders than E* has right now... how will that make it a strong competetor. Plus the transponders are on E/W only... so they have only 32 transponders in the west and 29 in the east. I cannot believe E/D* think the FCC/DOJ would not laugh them out of the room.

My prediction: Digital cable ready television come out next year (most likely by summer they start to appear) that will do HDTV cable without a box. 5 years from now all TVs will be HDTV cable ready and OTA HD ready. Cable systems will be carrying tons of channels in HDTV, analog cable goes down to just VHF locals until they are turned off (probably not until 2010+) and you either have a cable box that downconverts or an HDTV cable ready TV and DBS is just a bottom feeding cheap alternative for cities and the only provider for rural areas.

Right now I use 6000 boxes to recieve Dish network, I doubt as much as I want it, I will buy the 921, unless the price is under $1k. I do not want to invest that much in Dish equipment that I do not think I will be using more than about 2 years. Even in my small city (about 100,000 people) we have a 750MHZ cable company that could provide all the HDTV there is to offer. Right now they offer none (and the local channels are not broadcasting it yet either). I went to Dish because the price is significantely less than the cable company, and I have already saved enough subscribing to dish to pay for the equipment that I have. I have enjoyed the HDTV content that dish offers, but I know the local cable company has more capacity if/when they ever decide to use it.