DIRECTV to Present at the Lehman Brothers Conference - Thursday, May 29th, 1:45pm EST

http://dtv.client.shareholder.com/releasedetail.cfm?ReleaseID=312092

DIRECTV to Present at the Lehman Brothers Worldwide Wireless and Wireline Conference

EL SEGUNDO, Calif., May 23, 2008 (BUSINESS WIRE) -- DIRECTV (NASDAQTV) will present at the Lehman Brothers Conference on Thursday, May 29th at 1:45 p.m. ET/10:45 a.m. PT. The presentation will include an update and outlook on the DIRECTV businesses.

Live Webcast: http://dtv.client.shareholder.com/eventdetail.cfm?EventID=55081

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I should be able to blog this should anything interesting come up. Hopefully I don't get scheduled for any meetings this afternoon. :nono:

 

Arggggg, keep getting "this presentation has not yet begun". I guess the other presenters have gone over. I'll keep trying.

 

And we're in!

Looks to be in a "fireside chat" format so that's cool.

 

DVR services - Bigger hard disks coming, whole home services (mentioned year's end or 2009).

 

Mentioned August for D11, more HD expansion.

Note that a lot of what's going to be talked about is financial related and I'm not going to post that suff.

 

A TON of talk on RBOC partnerships, wireless and now Liberty leveraging.

 

Operationally nothing has really changed with Liberty in charge. Liberty is letting DirecTV continue doing what they were doing. (Sorry Tivo fans).
Liberty seems to be placing DirecTV as the centerpiece of their portfolio of media companies.

 

Under News Corp DirecTV may have been a bit constrained doing things that competed with other News Corp properties.

Not the case with Liberty as Liberty doesn't have those competing ventures and DirecTV is in the center of their world. Allows DirecTV more freedom to innovate and look at other things that make sense for their customers.

 

And that's it, all done.

Nothing earthshattering for us other then a more focused date of August for D11, which is better then "3rd Quarter" the last official statement I heard.

 

MRV or the infamous "whole house" DVR which would have something like 4 tuners and such. They've talked about this a lot in the last few presentations and on their big one back a few months ago they had 2009/10 planned for this so either he mispoke, I mistyped or they are ahead of schedule.

Or MRV will be the first "version" of it coming sooner and then the whole house dvr coming later.