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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. Mar 1, 2008 #161 of 188
    RAD

    RAD Well-Known Member

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    Dripping...
    How do we know that D* isn't picking up any of the cost? The rumored price for this two tuner ATSC addon id $59.95, sounds very close to what one tuner ATSC converters are going to be costing.
     
  2. Mar 1, 2008 #162 of 188
    harsh

    harsh Beware the Attack Basset

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    Are you sure? Maybe it is an R20 and just looks like an R16.
     
  3. Mar 1, 2008 #163 of 188
    harsh

    harsh Beware the Attack Basset

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    At one time, it was rumored that DIRECTV would make the SWM-5 available to the general public for a reasonable cost. There were quite a few of them in testing, but now we know that they'll never make it to your local consumer electronics store.

    In the mean time, DIRECTV has no answer for OTA nor SWM wants.
     
  4. Mar 1, 2008 #164 of 188
    jacmyoung

    jacmyoung Hall Of Fame

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    Decided to jump in after reading only the first page.

    I am very disappointed by the fact MRV will not come until sometime in 2009, but most realistically in 2010. Partly because they want to use the mothership concept rather allow multiple HRxx's linked to do MRV.

    Very sad indeed:(
     
  5. Mar 1, 2008 #165 of 188
    Drew2k

    Drew2k New Member

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    I must have missed it ... where was it said we won't have MRV until 2009 or even later? :confused:
     
  6. Mar 1, 2008 #166 of 188
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    From what was actually said in the conference the plan is this:
    There will be just one DVR and that will be the HD-DVR (currently the HR21).
    It will then be available in 2 configurations (SD and HD) that will offer 100 hours of recording.

    So my guess is that they will have an HR21 (or it's replacement) with simply 2 different hard drive sizes. So in an SD only installation you'd get the smaller hard drive giving 100 hours SD recording. In an HD installation you'd get the larger hard drive for 100 hours of HD recording.
    And it was mentioned that if users want more recording space they can simply use an external drive.

    Obviously there is a lot of gray area here and who knows how it will actually pan out but that is what was talked about.
     
  7. Mar 1, 2008 #167 of 188
    Draconis

    Draconis New Member

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    We know that the R16 can use a SWM, is there any reason why it could not see the Ka/Ku satellites?

    Also, I have never heard of a R20, and the receiver picture on page 41 sure looks like an R16. (It also has a picture of a D12, why is that there?)

    It also makes logical sense that the R16 could do MPEG4 and see the Ka/Ku satellites. Why would DIRECTV engineer a receiver that would be obsolete before the year is out? Or make 2 HR21's with different HDD sizes?

    I understand all your points, there were a few items discussed that were open to interpretation. It’s going to be interesting seeing what develops.
     
  8. Mar 1, 2008 #168 of 188
    Sixto

    Sixto Well-Known Member

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    Was probably simpler to add SWM support to a modified R15 hardware spec, and then tweak the code to use the SWM. Support for Ka band and other stuff may not have been so critical or may have taken serious $ to get done.

    Also, they needed a SWM-capable SD DVR asap, with the SWMline Dish coming soon.

    They probably compared the cost of an HR21 with smaller disk to a quickly developed R16 with SWM support and it paid to approve the R16 development.

    Just a guess ...
     
  9. Mar 1, 2008 #169 of 188
    Draconis

    Draconis New Member

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    They also needed the R16’s for the MDU’s.

    The MFH2 system is *REQUIRED* for the new HD channels. The older MFH1 system does not work with the Ka/Ku satellites. The MFH2 system also requires SWM compatible receivers, and the R16 is the only SD SWM DVR made.
     
  10. Mar 1, 2008 #170 of 188
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    The R16 definitely does not support MPEG4. For example see the latest SD locals that were launched on the KA sats in MPEG4. Those people need an HD receiver to get their SD locals because an HD receiver is needed to see the KA sats and to decode MPEG4.

    So it's already starting in small ways. It's just going to take some time to get the cost of an HR21 with small hard drive down enough to start rolling it out to all new SD subs.
     
  11. Mar 1, 2008 #171 of 188
    jacmyoung

    jacmyoung Hall Of Fame

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    In a slide shown on another forum, it has the chronology of the HD/DVR evolution by DirecTV, the MRV is listed as the last phase, with a notation of "2009/10" under it.
     
  12. Mar 1, 2008 #172 of 188
    Draconis

    Draconis New Member

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    Thanks bonscott87.

    Anyone else notice that one of the “interactive” screens on page 48 was activating a receiver?
     
  13. Mar 1, 2008 #173 of 188
    Drew2k

    Drew2k New Member

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    Are you talking about this page from the DIRECTV presentation? All that's showing is the Whole Home DVR ... no mention of MRV.

    [​IMG]
     

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  14. Mar 1, 2008 #174 of 188
    jacmyoung

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    If the "whole home HD DVR" is a completely different animal than MRV, then did they ever mention MRV at all?

    I can say this, if they have shelved the MRV idea, in favor of this WH approach in 2010, I am going to make sure I don't have my contract extended in the next 23 months just in case some one else gets ahead of DirecTV.
     
  15. Mar 1, 2008 #175 of 188
    mikewolf13

    mikewolf13 Icon

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    Voluntary churn is the customer choosing to leave. Involuntary is due to not oaying your bills.

    voluntary churn went up 2006 over 2005 but in 2007 returned to 2005 levels...

    so overall dtv is jest as successful as they were in 2005 in keeping customers...despite all the new channels and products and longer committments....

    net add growth is also non-existent...
     
  16. Mar 1, 2008 #176 of 188
    jacmyoung

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    Now that I looked at that slide again, I have an interesting obsevation. DirecTV plan to phase out SDDVR completely this year, and replace them with HDDVR, since SDDVR's are free of upfront fee, it implies sometime this year the HDDVR's will have to be free too.

    The question is how soon.
     
  17. Mar 2, 2008 #177 of 188
    cartrivision

    cartrivision Hall Of Fame

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    I'm not sure what "upfront fee" you are talking about, but even after they switch to deploying only HD capable DVRs, there will still be "SD" installations and pricing. The difference will be, people getting installed for SD DVR service will get a HD DVR that is locked to only receive SD channels and/or only output SD resolutions.
     
  18. Mar 2, 2008 #178 of 188
    bonscott87

    bonscott87 Cutting Edge: ECHELON '07

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    MRV has been mentioned in every single financial call for the past year just about. It wasn't specifically named in this presentation but if you read the blow by blow the MRV functionality was talked about several times in terms of Media Share. In particular the ability to watch programs from the DVR "anywhere in the house" from your PC to even your basic HD receiver (re: H21).

    MRV is coming and coming soon as part of the Media Share. I'd fully expect some sort of CE around it in 2nd quarter this year.

    The "whole home DVR" is simply just an extension of this. By 2010 2TB or larger drives will be the norm and cheap and thus you could actually have one DVR record everything and watch stuff on other "client" receivers and PCs via MRV/Media Share. This is very similar in concept to the "Home Media Server" they touted at CES a few years ago.
     
  19. Mar 2, 2008 #179 of 188
    bb37

    bb37 Godfather

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    Don't know how they can make this work with the average customer. Many of us on here might be able to install a slimline dish and get it pointed correctly for HD, but I can't see the average customer doing it. Pushing dish installation off on customers would seem to be A Bad Idea that will generate a lot of customer complaints.
     
  20. Mar 2, 2008 #180 of 188
    Teronzhul

    Teronzhul Godfather

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    He's talking upgrades rather than full installations. If you already have a dish connected with a splitter attached to all cable lines, you can simply add boxes to any existing cable outlets without the assistance of a tech.
     
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