You better rethink the "we" part of your analysis.
If 57,000 cheap/basic subs disappear - and 494,000 pick up the more expensive digital cable service - that's a huge victory. Furthermore, given the Internet and Phone gains, most likely those basic cable subs converted to triple play packages.
You are the first to predict good numbers for satellite in first quarter. Everyone else notes you cannot give away DBS subs in first quarter - and with the housing market at a standstill, they predict cable will smash Dish and Directv numbers in Q1.
The good thing is you can make dire predictions about coax and still be owned by Time Warner - and they don't censor you. Too bad you were wrong on this one though.
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You better rethink the "we" part of your analysis.
If 57,000 cheap/basic subs disappear - and 494,000 pick up the more expensive digital cable service - that's a huge victory. Furthermore, given the Internet and Phone gains, most likely those basic cable subs converted to triple play packages.
You are the first to predict good numbers for satellite in first quarter. Everyone else notes you cannot give away DBS subs in first quarter - and with the housing market at a standstill, they predict cable will smash Dish and Directv numbers in Q1.
The good thing is you can make dire predictions about coax and still be owned by Time Warner - and they don't censor you. Too bad you were wrong on this one though.