Channel count advantage? Network constraints by competitors affect VOD?
HD counts making claims about their HD, some have muddy water counts and press releases. We have a great position in HD and continue to add. Great strength in our sports position, inclduing RSNs and package. Locals, going to be 80% HD local penetration. Creating a brand leadership position. Announced 1080p coming (VOD), we have created and comfortable with a leadership position.
There are limits to how you can manipulate customers, as it shakes out it will be good for our service.
Bell South territories, how many have churned? AT&T partnership in 09?
Bell south data too specific for public, they can't target our old customers.
AT&T will be on their time frame, probably end of year and some lead-time. Up to them.
Telco channel going away, more sales through direct channel, how will this evolve?
Direct sales is our largest, 1/2, dealers still help and we are supporting this, increase as telco reduced.
Possible D* / E* merger based on sat radio and environment changes since 02?
Nothing new to say. Journalists may just need to fill a page. Sat radio merger not irrelevant, but there are alot of differences in the businesses. Many overplaying the meaning of that decision.
Subscriber gains, where they coming from? VOD offering, hours?
New customers coming from a broad mix, many from cable and dish, few from telcos as they are brand new. Biggest segment from cable.
VOD, 3000-4000 hours, some push-to-receiver movies (Movies-Now), HD very small portion but will grow.
VOD numbers not large yet, just launched.
