long_time_DNC said:So the question then becomes, simply and straight-forward enough, what is E* going to do with all that capacity? If it's just more SD LIL and and international channels, then when D* gets their HD capacity in-gear, I seriously think E* is going to see a hemorraging of subs to D*.
Wonder what that will do to E*'s stock?
E* will use the capacity in a way that is most likely to generate the largest income. Right now there are estimated to be approximately 600,000 to 750,000 true HD satellite subscribers. D* has 500,000 as of their last report. The remainder are split between E*, V* and C-Band. If the subscriber numbers reach 1M by the end of this year HD will make up less than 1/25th of the total.
My Point? Even if D* can make good on their short term HD plan, the resulting effect on E* is more likely to resemble a pinprick than a hemorrhage. The numbers just aren't there. IMHO
NightRyder