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DIRECTV Group, Inc. Investor Day - Feb. 28, 2008

Discussion in 'DIRECTV General Discussion' started by Tom Robertson, Feb 27, 2008.

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  1. Dr. Booda

    Dr. Booda Godfather

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    Thanks guys, you proved my point. I am not a computer guy and had a heck of a time setting up my home network three years ago. My DSL modem didn’t have a router, the same situation for other cable modems at the time also. While I agree things have improved immensely over the last three years in regards to router setup, there are still issues that arise (as exhibited on these forums wrt HR2x networking). Firewall conflicts and MAC filter use can stop the computer illiterate in their tracts and lead to frustration. I don’t view hooking up the HR2x to a network as “plug and play” like was described by Supervolcano as user’s home networks vary.
     
  2. Dr. Booda

    Dr. Booda Godfather

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    I just checked my PS3, and it can’t play music during a photo slideshow; neither can the HR2x currently without crashing. Maybe the PS3 will have that capability in the future, but Sony is smart enough not to throw a software release out there that is unstable. Beta releases should be reserved for a small set of users and not included in a NR.
     
  3. mikewolf13

    mikewolf13 Icon

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    Food for thought...check out the Annual report 2 and 3 years ago and see how many of their plans did or did not come to fruition....

    if nothing else it may temper your frustration later on , if things go off-schedule
     
  4. Dr. Booda

    Dr. Booda Godfather

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    Slide 97 - 2008 Churn Initiatives --> Address customers rolling off commitment.

    I agree here that they had better focus on this one or else their voluntary churn will increase for the first time in four years. What is involuntary churn anyway? Those customers that were given the boot because of various reasons? Beyond not paying their bills, are there really that many bad customers to add up to 50% of the voluntaries?
     
  5. RAD

    RAD Well-Known Member

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    Dripping...
    My HR20 & HR21 do it OK.
     
  6. Dr. Booda

    Dr. Booda Godfather

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    I glad your boxes work, but mine running the latest NR show the behavior quoted below. When these issues crop up, the box locks up.

     
  7. Oblong Desoto

    Oblong Desoto Mentor

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    Jan 17, 2008
    Point well taken. Thanks, Mike!

    -OD
     
  8. swans

    swans Legend

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    Jan 23, 2007
    house DVR can be compared to RAID technology with a cooperative OS.

    I have 3 HR20s currently on a home network. I have a menu option that lets me choose whole house DVR. If I enable it on all three, then they start to act as one. I see one list for the scheduler, to do, and recorded programs.

    I can't really visualize that this would be very hard. It shouldn't be.

    The big issues probably relate to the loss of one drive as with RAID (instead of 90 hours total you have 60), or the loss of 2 tuners with 5 recordings scheduled (one of the DVRs is offline for some reason.)
     
  9. swans

    swans Legend

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    the comparison of 'how many' HD channels each provider has!

    I don't have HD locals. If 70 percent of what I watch is on the big 4, then cable provides me with 70 percent of the HD I care about. Where as DirecTV only provides me with 30 percent.
     
  10. cartrivision

    cartrivision Hall Of Fame

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    The intent of the slide was to show that DirecTV has to shell out significantly less money for each box they put in a customer's house compared to previous years, not to show what a good job the OEMs are doing at getting costs down on specific boxes. Nothing misleading about it.
     
  11. mikewolf13

    mikewolf13 Icon

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    I think it's perfectly valid for DTV to tout that they have more national HD channels than anyone else.

    But, You do make a valid point. I switched to FIOS and I'd guess 95% of what I care about seeing in HD...my locals, ESPN and my RSN is available to me despite having 1/3rd the national channels (roughly by memory..and I don't count PPV).

    But, Of course DTV should advertise that they carry the most HD channels.
     
  12. Drew2k

    Drew2k New Member

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    This is referred to as "Collaborative Scheduling", and is usually considered an extension of MRV. However, I don't think this is what DIRECTV has in mind for their "Whole Home DVR".
     
  13. Ken S

    Ken S RIP

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    No, it's not. The contract calls for escalating fees year over year. DirecTV may accrue for the payments differently though as it is a total price for the 5 years and not a year to year deal.
     
  14. VLaslow

    VLaslow Active Member

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    Even beginning network skills don't exist in most demographics. The PowerLine stuff MIGHT be simple enough to make it happen for those folks.

    Your other observations seem reasonable to me.
     
  15. OverThereTooMuch

    OverThereTooMuch Almost a new member

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    I would assume that the "whole home" DVR would be something like the HDPC20 announced @ CES.

    VERY disappointing to see no reference to this product by name in the presentation.

    I'll be even more disappointed if it really is the whole home DVR and we have to wait until 2009/2010 for it, or if they've decided to scrap it completely because of this new strategy.

    Do the current HD DVR's have 100 hours of HD storage (like it says on slide 41)? I thought it was less than that.
     
  16. cartrivision

    cartrivision Hall Of Fame

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    No, I assume that means that the HD DVRs will soon start shipping with 500GB disks instead of the 320GB disks that they now have.
     
  17. hdtvfan0001

    hdtvfan0001 Well-Known Member

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    From past viewings.....they do not always include all their R&D projects in these presentations...
     
  18. Mar 1, 2008 #158 of 188
    inkahauts

    inkahauts Well-Known Member

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    So here is why I think you may be missing the mark... Customers can/will be able to pick up AM21 and receive OTA, but they will be paying for this 100%, and Directv will not be eating any of the cost on that capability... So I would say that the cost to Directv for the entire HD DVR with OTA is dimensioning... All this means that it will be less money out of pocket for Directv to get an HD DVR with OTA into their customers hands than it was a year ago...
     
  19. Mar 1, 2008 #159 of 188
    Ken S

    Ken S RIP

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    They had basically the same information about whole house DVRs back in the 2006 annual report and prospectus. It may happen someday.

    The HR21-Pro which is supposed to be released sometime soon supposedly has 100 hours of HD recording storage. Of course anyone with an eSATA drive can have that amount of storage on an HR2X-XXX
     
  20. Mar 1, 2008 #160 of 188
    Draconis

    Draconis New Member

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    Or more... ;)

    -----

    Something else I found interesting was on slides 40 and 41.

    From slide 40 we can see that DIRECTV plans to only have HD DVR’s by the end of this year and on slide 41 they state that by “Mid-2008, all DVR’s are MPEG4 and HD capable”.

    However, slide 41 also shows that there will be 2 DVR’s, one to be used in SD installs and one to be used in HD installs. The slide also has a picture of a R16.

    Does this mean that the R16’s are going to be MPEG4 compatible (but not HD) in the future?
     
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