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Guest Message by DevFuse

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Inside Charlie's Brain - what's he planning?


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41 replies to this topic

#26 OFFLINE   phrelin

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Posted 06 May 2011 - 10:03 AM

What did DISH do in 1Q 2011 that they have not been doing the previous three quarters? Ignore what has happened since March 31st - 1st quarter is 1st quarter.

I did not see any reason why 1Q would be any better than the previous three. 19k net loss 2Q 2010, 29k net loss 3Q 2010, 156k net loss 4Q 2010.

The last time DISH ended a year with three net loss quarters (2008) they followed the total 137k net loss with an additional net loss of 94k - making for a four quarter net loss of 231k. This time the year ended with three net loss quarters totaling 204k. Why not expect a fourth quarter of loss?

What did DISH do to stop the bleeding?

Maybe nothing much beyond being cheaper than Comcast, TWC, etc. It appears the gains were part of a trend. From The Morning Bridge:

If cord cutting is coming, it sure isn't happening in the first quarter of 2011.

Looking at video subscriber numbers reported by nine of the top 14 MVPDs, we find that their basic pay TV video subs grew by more than half a million in the three months from Jan. 1 to March 31, 2011.

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"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
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#27 OFFLINE   phrelin

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Posted 06 May 2011 - 11:49 PM

I must admit I missed the fact that Dish Network bought a phone/internet company ... well, a reseller ... in December. This has some meaning, but what I'm not sure. See the thread Report: Dish to offer phone, broadband bundles.

"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian


#28 OFFLINE   Dave

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Posted 08 May 2011 - 11:54 AM

Some have been wondering where Charlie is going with buying up different resources. Perhaps Charlie is planning to get in on the bottom line of the future.
Examples: A pew poll says that now only 42% see a TV as a nesessity.
The younger generation18-29 only 29% actually need a TV.
In the very near future streaming will outlast a DVD Blu-ray player.
Computers now top the list for need to have over a TV with the younger generation.
Charlie has the google box for streaming different sources. He has purchased Blockbuster to get the titles of movies. I think if he, Charlie works it right that he hopes Blockbuster can compete with Amazon and Netflix one day.
He also has the Sling box for TV everywhere which is where the next generation is headed. Young people want TV to there cell phones these days.
He has bought a phone company. Do you think the purchase of the phone company would be so his customers do not pay the large streaming charges that are coming for cable and DSL companies now everyday?
So I would say to some of you out there, Charlie has a excellent team around him. They are continually planning ahead. Which is what a successful company does at all times.
I would say that Charlie Ergan is helping to make the future a reality for us Dish customers.

#29 OFFLINE   phrelin

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Posted 09 May 2011 - 11:31 PM

From Mediabiz Blogger Maxwell:

Last Friday morning I quietly tagged along on a reporters visit with DISH’s Vivek Khemka, the thoughtful head of customer tech; Stanton “Principled Company” Dodge, chief legal eagle; and EVP sales/marketing/programming and long time cable guy Tom Cullen ... all with a show floor tour at DISH’s Team Summit in Denver.

Besides some real news [3-free months of Blockbuster by Mail for new DISH subs; DISH will be a “2-brand company”; the too cool to be real Tailgater dish in a ‘cooler’ (see pic); free Sling for some; and testing its own triple play bundle via CLEC subsidiary Liberty Bell in Colorado soon - with rights to most of what was Qwest territory], what was most interesting to me was Tom’s offhand mentioning of residential market segmentation by technology.

For a long time of course, MVPDs have been market segmenting by programming packages driven partly by demographics and/or price ... and getting more sophisticated about it every year.

DISH has been a leader in market segmentation by ethnicity ... I’m not sure they didn’t significantly contribute to Adelphia’s internal collapse as they targeted LA with Hispanic program packages as DISH launched. Since then, they’ve been pretty good at targeting language segments aggressively.

But most of the ‘techno-targeting” has been confined to early adopters or high income households.

Now comes a simplified remote for one end of the spectrum and better segmentation targeting to TVHHs with a variety of screens ... something we’re just at the start of ... more tablets are coming in a variety of screen sizes; same for smartphones ... not to mention old fashioned TV sets.

The segmentation targeting related to a variety screens I get. Now what is the simplified remote????

"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian


#30 OFFLINE   phrelin

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Posted 10 May 2011 - 05:46 PM

From The Morning Bridge:

Already known for its aggressive litigation policies (it's a "profit center," Charlie Ergen once half-joked) DISH Network has hired Redgrave LLP as its National Discovery Counsel in order to enhance its "best in class program in eDiscovery."

What's that? you may ask. According to Wikipedia, the term refers to "discovery in civil litigation which deals with the exchange of information in electronic format." In short, mining (storing and using) various electronic treasure troves for use in litigation. Says the press release, the Redgrave group offers clients "the technical advice, business strategy, legal advice and legal representation needed to address immediate and future regulatory, legal, risk, environmental and operational requirements." Says the Redgrave website, "We help clients respond in 'bet the company' litigation and government investigations."

In short, expect that aggressive legal approach to continue.


"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian


#31 OFFLINE   phrelin

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Posted 04 August 2011 - 10:28 AM

The Morning Bridge feesl that we're getting clarity on Charlie's big-picture plan:

During the past several months, DISH went on its heavily-reported spending spree dropping $3B for wireless spectrum and another $320M for bankrupt Blockbuster. The company's moves seemed ambiguous to many, but DISH CEO Joe Clayton offered some clarity this week by saying - to, among others, the LA Times - the satellite company is assembling the building blocks of a multiplatform media giant ... as The BRIDGE newsletters have been covering.

Next on the agenda, the exec says, is a full suite of services including wireless voice, broadband, video and mobile... With the expanded services, DISH could well develop into a competitor for AT&T and Verizon, not to mention a snowballing movie-streaming service like Netflix with its impressive subscriber base.

The LA Times article doesn't offer much beyond that one statement:

"We are putting together the building blocks to be able to provide a whole suite of services to the customer," Dish President and Chief Executive Joe Clayton said. "Wireless voice, broadband, video, mobile … we're going to have the capability to do all of the above."


"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian


#32 OFFLINE   karrank%

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Posted 04 August 2011 - 08:52 PM

Too bad he couldn't have something in place to take advantage of Netflix price hike. I can almost divine the intent, but the timing (to paraphrase an old showbiz saw) is everything.

#33 OFFLINE   phrelin

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Posted 14 October 2011 - 11:41 PM

Businessweek yesterday published an article with the same headline as the title of this post but with a sub headline "Founder Charlie Ergen is creating a media empire based on delivery of video and data." The article is long and takes note of the more recent business moves made by Ergen's empire. From the article:

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Charlie W. Ergen is no stranger to risky bets. The former professional blackjack player parlayed his early winnings into the second-largest U.S. satellite television service, Dish Network (DISH). Now the 58-year-old billionaire is making the biggest wager of his career. Ergen wants to transform Dish from a pay-TV provider to a wireless mobile video company that can take on both traditional cable rivals and online services such as Netflix (NFLX).

Dish has spent over $3 billion this year on three acquisitions of companies in bankruptcy—including the Blockbuster video chain—to combine video content and the valuable wireless spectrum that could be used to distribute programming to mobile devices like Apple’s iPad. Another Ergen-controlled company, set-top box maker EchoStar (SATS), spent $2 billion this past spring to buy satellite Internet service provider Hughes Communications. In September, Ergen rolled out a Blockbuster-branded movie-streaming service to Dish’s 14 million subscribers. His next addition could be Hulu, the online TV-service owned by News Corp. (NWSA), Walt Disney (DIS), and Comcast’s (CMCSA) NBC Universal. Dish has made a $1.9 billion offer for Hulu, outbidding rivals including Amazon (AMZN) and Yahoo! (YHOO), according to a person familiar with the bidding who was forbidden to speak on the record.

All this could allow Ergen to cobble together what every satellite operator covets: a viable broadband alternative to cable companies such as Time Warner Cable (TWC) or wireless giants like Verizon (VZ). “I don’t think we’re just a satellite TV company anymore,” says Joseph P. Clayton, who took over as Dish Chief Executive Officer in June so Ergen could focus on strategic vision as chairman. “Given the assets we’ve been accumulating, I don’t think it’s hard to see we’re moving in a different direction from simply pay-TV, which is a market that’s becoming increasingly saturated.”

The article continues here.

(I would note that the HULU deal is dead as the owners have pulled the company off the market.)

The article doesn't tell us anything we haven't already noted in thread here, but it is a fairly significant piece within the business media community.

"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian


#34 OFFLINE   dishman1999

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Posted 15 October 2011 - 06:15 AM

Hughes Communications if he owns any part of this company then Directv should be a opt for dish network we should be able to get there programing too?

Originally branded as DirecPC and later DirecWay, it originally marketed to business customers as a side venture to the consumer product DirecTV.

#35 OFFLINE   Slamminc11

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Posted 15 October 2011 - 10:12 AM

Hughes Communications if he owns any part of this company then Directv should be a opt for dish network we should be able to get there programing too?

Originally branded as DirecPC and later DirecWay, it originally marketed to business customers as a side venture to the consumer product DirecTV.


:bang :icon_lame :bang

#36 OFFLINE   tampa8

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Posted 15 October 2011 - 10:45 AM

Too bad he couldn't have something in place to take advantage of Netflix price hike. I can almost divine the intent, but the timing (to paraphrase an old showbiz saw) is everything.


In retrospect (Blockbuster Movie Pass Package) he was waaaay ahead of you.... Although I have always maintained this has little to do with Netflix, and much to do about competing with Direct TV and Cable, it would appear this has become a huge hit, I see lots of posts from people ready to or already have dropped Netflix.

#37 OFFLINE   karrank%

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Posted 15 October 2011 - 05:41 PM

In retrospect (Blockbuster Movie Pass Package) he was waaaay ahead of you.... Although I have always maintained this has little to do with Netflix, and much to do about competing with Direct TV and Cable, it would appear this has become a huge hit, I see lots of posts from people ready to or already have dropped Netflix.


That's cool, i posted in August, and BBMP was introduced in October, so timing was reasonably good there, I think.

Still think we are being used as guinea pigs--excuse me, beta testers--for the new BBMP concept, but I don't mind. I'd been ready to go back to NF anyway, either dish marketing somehow knew this or it's a (happy, for me) coinkydink.

#38 OFFLINE   Inkosaurus

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Posted 15 October 2011 - 11:17 PM

Yeah the BBMP came alot faster then we thought it would. Us working at dish didnt think it would be available as much as it is until atleast another few months.

I agree though, this is pretty much a large scale beta test lol.

#39 OFFLINE   dishman1999

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Posted 16 October 2011 - 06:30 AM

:bang :icon_lame :bang


wow jerk!

#40 OFFLINE   phrelin

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Posted 23 December 2011 - 02:28 PM

From The Morning Bridge:

It's award time, folks! Another year is nearing its end. A tsunami of news surged through our computers in 2011 with big deals, big busts and a whole slew of hazards to keep your eye on for next year. So, without further ado, our list of 2011 bests, worsts, most surprising and most foreboding:

Waiting for Machiavelli: Not to be confused with Godot, who never did arrive, our very own Machiavelli (aka Charlie Ergen) has his hands on a whole string of spectrum and everybody wants to know what he's going to do with it. Will the answer be found in 2012? Bet on it.


"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian


#41 OFFLINE   phrelin

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Posted 18 February 2012 - 04:21 PM

Since the previous post, there has been many new developments with regard to spectrum. In yesterdays The Evening Bridge we have this:

With spectrum auctions now enshrined in the Payroll Tax Bill, "there are hints that DISH may be set to negotiate some spectrum swaps with the FCC that would enable its waiver approval and increase the value of spectrum for the FCC," writes BTIG's Walter Piecyk. The Bill also appears to give the FCC some power to limit the amount of spectrum that AT&T and Verizon can control, although that's up for dispute. Cable ops, says Piecyk, were "losers in the bill as the FCC’s ability to allocate unlicensed spectrum was limited to guardband areas." Read the post here (and don't forget to register).

Piecyk's somewhat technical and long post referenced notes:

The FCC controls two different 5×5 spectrum blocks called the H and J AWS-2 Blocks. Their value is limited given their narrow width and the interference issues. The MSS spectrum that Dish is trying to acquire sits next to the H and J Blocks and as a result Charlie Ergen is in a position to help the government and increase the value of the H and J Blocks through a spectrum swap. We wrote about these possibilities a year ago. Ergen’s willingness to deal could help him obtain a waiver to offer terrestrial services and mute the complaints of any resulting windfall.

The Tax Bill indicates that a downlink of the J-Block would be rolled into the AWS-3 band, increasing the size of AWS-3 to 25 MHz from 20 MHz. This could have been a residual “packaging of spectrum” to get AWS-3 up to 25 MHz so that it could be paired with the 25 MHz of spectrum in the 1755 MHz band that was dropped out of the bill late in the process. There is no mention of the uplink, lower band of the J-Block which sits between Dish’s spectrum and some government spectrum. However, if Ergen agreed to slide up into this J-Block it would increase the usability of the H-Block by inserting a 5 MHz guardband that would help interference and possibly source additional spectrum for unlicensed applications.

...While the headlines will be dominated by politicians talking about how they sourced additional spectrum, a key block of spectrum was excluded from the bill and the incentive auctions of broadcasters spectrum are likely to take much longer to source than the FCC will claim. It is unclear how the FCC will use the AWS-3 band now that it does not have a block to pair it with. TDD-LTE implementations are gaining momentum globally and that could be an alternative or it could play a larger role in the Ergen negotiations than we are aware of. In any event, the early of this expected Spectrum bill might be that it will drive spectrum values down but we believe the reality is different based on the rising usage and the timing of the availability of this spectrum.

Obviously, much is going on inside Charlie's brain relative to all that spectrum Dish has acquired. Should be interesting in the months to come

"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian


#42 OFFLINE   phrelin

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Posted 24 April 2012 - 11:30 PM

Just to keep up with what's going on inside Charlie's brain, last week the Denver Post had this article Dish Network aims for smarter phones, simpler bills:

Dish Network chairman Charlie Ergen wants to launch a stand-alone wireless business that would offer mobile broadband, text and voice services to compete against telecom giants AT&T and Verizon Wireless.

Ergen, who stepped down as Dish chief executive in June to focus on the mobile strategy, revealed details of that plan Tuesday during a discussion at the Silicon Flatirons Center for Law, Technology, and Entrepreneurship at the University of Colorado at Boulder.

"We have to start the wireless business outside of Dish Network, then we'll fold it in," he said.

..."It would be a long shot that we could compete against AT&T and Verizon," Ergen said. "Having said that, it seems like something we want to try to do."

Whatever else, you've got to love Charlie's audacity.;)

"In a hundred years there'll be a whole new set of people."
"Always poke the bears. They sleep too much for their own good."

"If you're good enough, they'll talk about you." - Tom Harmon
A GEEZER who remembers watching TV in 1951 and was an Echostar customer from 1988 to 2008, now a Dish Network customer.
My AV Setup
My Slingbox Pro HD Experience
My Blog: The Redwood Guardian





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