re: DirecTV's Gain Could Result in Dish Losses" AT&T... will use the new bundle DirecTV in all areas yet-unreached by AT&T's U-verse platform. "
To me this says it all. I don't know what DirecTV or Dish stand to gain with a deal with AT&T. As they expand their U-verse platform, they'll convert their customers from satellite. For either company it is a short term customer-losing deal with their biggest competitor.
I've never been able to find these AT&T bundles on their website anyway. Both companies do a much better job with direct-sales.
re: DirecTV's Gain Could Result in Dish LossesIf I were DISH, I might be somewhat relieved that now I don't have to hold back from bashing the telcos and their inferior TV channel chocies, HD options, and customer service. Does anyone else think this could be a positive?
re: DirecTV's Gain Could Result in Dish LossesAT&T has offered a Dish bundle since 2003. AT&T, which had at one time resold DirecTV in the old BellSouth territories, will use the new bundle DirecTV in all areas yet-unreached by AT&T's U-verse platform.
re: DirecTV's Gain Could Result in Dish LossesBut Sirius and XM passed regulatory muster, albeit with some "open" device concessions. If Dish and DirecTV did come together someday, somehow, I think they'd find themselves on the hook for an tru2way/OpenCable-like, separable security provision that would require them to open up the set-top/receiver environment. I'm sure DirecTV would just love that. The cable industry has found it to be such a pleasure in terms of both technology and politics. JB
re: DirecTV's Gain Could Result in Dish Losses That's true. A combination of Dish and DirecTV would create an integration nightmare...from OSS and billing to the satellites and the receivers. Not to mention the type of customer each service tends to attract. But if dealing with ATT is a headache unto itself, perhaps it should be viewed as Neutral to Dish...but investors aren't seeing it that way yet. Dish shares are down 14% at last check.
re: DirecTV's Gain Could Result in Dish LossesI suppose it could be but DISH still has a lot of challenges, the 'good' customers who autopay on time and never jump ship are in those telco bundle households.... With the weak consumer especially within DISH's customer profile (ESL, urban renters, rural areas) they have to be facing some write offs not seen in their numbers yet. They also can't market around the infuriating weather- and line of sight interruption-related outages. Still the loss of AT&T is not a negative, I bet dealing with them ate up any gain they could have seen, it's just not a positive in my view.
re: DirecTV's Gain Could Result in Dish LossesAT&T has offered a Dish bundle since 2003. AT&T, which had at one time resold DirecTV in the old BellSouth territories, will use the new bundle DirecTV in all areas yet-unreached by AT&T's U-verse platform.
To me this says it all. I don't know what DirecTV or Dish stand to gain with a deal with AT&T. As they expand their U-verse platform, they'll convert their customers from satellite. For either company it is a short term customer-losing deal with their biggest competitor.
I've never been able to find these AT&T bundles on their website anyway. Both companies do a much better job with direct-sales.