let's just say regardless of the markets current
cycle GMH (DTV + HNS) are on the threshold of some
pretty amazing growth.
First, shedding the
satelite factory will be a good first step. The defense
side has not been hitting their profit margins for
quite a few years. The return on investment is just not
there and will probably require an overhaul with the
management tier. In other words he execution of their
program plans needs serious scrutiny.
Secondly,
shedding DTV-Japan was a necessary step. With this losing
sector now gone DTV will be able to feature the strong
growth areas in the Domestic and Latin American markets.
We are only at the beginning of the Latin boom.
Latin America has virtually the same craving for TV
entertainment the the US has.
Third, AOL and DTV will be
radically changing the entertainment landscape. For
example, switching between the internet and TV programming
will be virtualy seemless within the next year. On a
side note, web based applications (such as webpages)
will be extremely automated. In fact, the website will
look more and more like TV commercials do today.
Landing on a company website will have such a high degree
of automation and that's how you will see websites
begin to blend with TV programming.
Fourth, some
time ago I mentioned HNS will be getting more and more
press coverage. Well we are begining to see how DPC
will be key in the B2B infrastructure. They can
rapidly provide solutions to set up this network and
there will be a wide range of new SW applications that
will support this new medium coming to market over the
next several years.
I could go on but the
bottom line here is this truely is a great time to be a
buyer or long term holder. Yes, even with the current
GM BOD. GMH will be a stand alone non-tracking
company within 12 months whether GM likes it or not.
Especially at these levels. It's even cheaper now to
takeover GM+GMH. I am sure this is being considered very
strongly right now!!!