I said it before and I'll say it again Dish
will be the last company standing. DirecTV may fade away but all those customers that refuse to move to the IP based direct will go to Dish and since he mentioned consolidation is ok don't be surprised if they try to buy the D* satellite business eventually. Remember there is still a segment of the population that depends on or absolutely must have pay TV
I refuse to believe that.
As more and more areas get access to fast reliable internet, the less of a need there is for satellite.
The company who provides a fast reliable internet connection eventually will win the customer over if they need traditional video service.
There are fewer and fewer homes that do not subscribe to internet. The homes that don’t have internet are generally elderly customers.
The younger folks will eventually get older and they are not giving up their internet access.
The only customers left will be the ones in the sticks, and those customers along are not enough to justify keeping a DBS service in business.