Richard Greenfield of the investment firm BTIG on Tuesday posted a report titled Inside Charlie’s Brain: Accepting the Eventual Death of Linear TV and Laying the Groundwork to Reinvent DISH. It's one very-well-informed person's "big picture" view of what Dish is doing which begins with Charlies response to a question in DISH’s Q3 2010 conference call. It's a long post but worth reading as it offers a comprehensive explanation for the various pieces of the puzzle we've been discussing in various threads (spectrum acquisition, Blockbuster acquisition, dropping sports channels, giving away premium movie channels, staying away from sub growth just to grow subs). Thursday's The Morning Bridge from MediaBiz offered up this summary: Near the end of the analysis, Greenfield comments: He doesn't discuss the Sling acquisition which was on the Echostar side, but it also fits into a broader picture. With regard to sports, IMHO Charlie isn't dropping sports but rather only contracting for sports programming that is purchased separately. I'm going to be curious what he will do with the Disney folks at contract renewal time when Disney will be pressing for a 100% price increase for the ESPN stuff charged to every customer which is already too expensive for the cash-strapped portion of the population. Of course, Disney will try to leverage the Disney Channel if they notice that Charlie isn't big on making all his customers pay exorbitant fees for ESPN. It's hard to imagine a model without the Disney channel, but then again my 8-year-old granddaughter quit watching TV - she watches streaming video on a computer and other devices. Apparently this is not unusual, according to the Nielsen folks who report that not only do they watch on computer but tell us younger consumers ages 12-17 are the heaviest mobile video viewers. Certainly Comcast (you remember them, the folks that bought a 51% interest in NBCU) is focusing their efforts on streaming and on-demand and "Comcast on the Go" (yeah, I know I should be using "Xfinity", but to me they're Comcast). Comcast, of course, is "the cable company" much like there used to be "the phone company." So to a degree, they can charge families more without too much subscriber loss. Anyway, it's interesting to see an analysis of what's going on inside Charlie's brain with regard to the future of Dish.