You nailed it...just a educated statistical guess
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Speak for yourself. I'll take a shot at it.
He means that, even subtracting the owned and unconnected receivers from the total, Dish can still extrapolate the data collected through the internet (or phone line) connection, or the Smart Card data, from the connected and/or leased receivers, to "guess" what programming was most likely watched on the remaining receivers. For example, if a certain percentage of receivers from which Dish has data watched The Bachelor, then Dish assumes that the same percentage of non-connected receivers also watched that show. This is how Dish arrives at the total viewership numbers that they use in negotiations, usually to make a statement that "your channel is not worth as much to our subscribers as you think it is."
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