My take away.
The calls are always better when charlie is on.
- Talked about Directv Merger. (Thinks its different now and could happen)
- Closing Another 100 BB stores by Oct 2013.
- Disney deal either it happens or they are walking and lowering there package prices. (No Sports said it would hurt in the short term but would allow growth in the future)
- Charlie spoke about playing in the dirt pit for Light Squared said he's not included in dish meetings because of him buying Light Squared debt.
- T-mobile only one left "Duh" however he did say if they can't make the wireless thing work they will sell the spectrum.
Interesting thoughts from Charlie. But lowering package prices without Disney/ESPN in them? THAT WILL NEVER HAPPEN! And why only close 100 BB stores? Just close the whole damn thing down. Yes, I know that BB was going bankrupt. But Dish squandered this acquisition. Sure Dish got it cheap and might even make money after all is said and done. But there still is money to be made renting video out of b&m stores for at least a few more years, you just have to want to get in there and do the right things. And it is hard to get back the goodwill Dish lost with BB customers.