The fact is Charlie will be out tons of money tomorrow if he doe not say something about this tonight (SUNDAY). Dish's stock will tank on the open Monday, maybe a loss of 50%, on this news. Mark it down.
Oh, by the way: There is no Plan B. And there is no Hidden Capacity. IF there were, we would have seen it by now.
The only significant advantage that Dish has over Directv right now is the 622/722. And that is only in the area of recording OTA in HD (three at once).
By the end of the month, Directv will have about 30 more national HD channels than Dish, including a couple that I want that Dish is not going to have this year.
Further, E11 is to be launched on Rockets manufactured by the same people who manufactured the launch vehicle for AMC 14. I would expect that the investigation would halt launches by a significant period of time (months).
The upshot:
* Expansion in the satellite industry is being driven by HD.
* Directv has about 30 more HD channels than Dish right now
* Assuming that Directv's satellite goes up without a hitch (not a safe bet), They will have 50-70 more by the end of the year
* Dish is in serious trouble.
Dish still has options. They have already filed to move E6 to 77... Saying Dish is down 50% for a satellite that they do not even own, and does not effect current service in any way is just rediculous.
If E7, E8, or E10 went out there would be more serious problems. Especially if they are using E6 at 77 and do not have a back satellite in orbit until they launch E11.
All Dish has to do now is move internationals off of 61.5 to 118.7 (which they are slowly doing anyways) and they will have room for around 70 new HD channels. They still have the spots on 61.5 for local into locals for tons more markets.
All this could end up doing is cause people to continue to have to use 2 dishes to get HD.