Directv Investor Day 2010

No doubt that he raises issues that severely irritate the more vociferous D*fenders, but this is supposed to be a forum where legitimate issues can be discussed. Or maybe not?

 

When you don't like the message, attack the messenger.

 

No, I just think that if he were a Directv customer with Directv equipment he would be better prepared to answer questions honestly with firsthand experience.

 

I don't think legitimate means what you think it means.

 

What do you think it means and what word would you prefer?

 

OK guys .. Now it's time to move past this line of discussion. Let's agree to disagree here.

 

Seems like there's plenty of energy being spent not discussing the Investor Day contents themselves.

Having now gone through the presentation 4 times...I find a great deal of content interesting and informative. It's nice to see DirecTV share some of the things coming down the pike...several of which will add to the viewing in our family's location.

 

There is definitely some cool stuff in this presentation ..

 

Yeah! Like.. Did anyone catch the discussion about WIRELESS video distribution?

Very cool indeed!

 

I find this interesting:

Slide 115 says they buy about 10 million new "boxes" annually.

Slide 188 shows a bar graphs that indicates they spend about $1B capital on set top boxes.

So, that is approximately $100 per box.

 

Yawn.

Do read his stuff? Or did you just attack this messenger?

 

That depends on whether or not downloading via network (as opposed to streaming) is supported. The Morega reference model specs speak to downloading to USB connected flash storage and streaming across networks.

 

I'll second Dougs...

 

In theory...it doesn't reflect any manufacturer participation based on volumes, but perhaps just part of the subsidy for the units. They also likely vary significantly between models - HD receiver and HD DVR for example.

The rest of the cost likely comes from revenue on the customer account through new enrollment, installations, continued service, etc.

 

As critical of DirecTV as I am in other threads, I agree!

Some VERY COOL info!

~Alan

 

I heard they were considering merging some of those channels together with the new name of: The Untamed Blackbelt Ski Racing Horse Fighting & Fishing Network in 3D ....... Now that's entertainment!

 

Sports channels don't merge, they multiply like Ameoba. Soon, the SKI Channel will be launching the International Ski Channel, the SKI-U, SKI-2, Ski-News and Ski en Espanol.

 

So essentially DTV would only be one channel away from being the sports leader.

Are Vixwall and Harsh long lost brothers? Why does anyone even entertain their posts. Just ignore them and maybe they will fizzle out after 500 more meaningless posts.

 

Are any DirecTV investors members of dbstalk? Anyone in this thread have some DirecTV stock? Sorry for asking. Feel free to point me to an FAQ if one exists. Wasn't sure if it's a "Conflict of Interest".