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AT&T, Inc. Message Board

  • tripp.maney tripp.maney May 9, 2014 9:02 AM Flag

    Directv and dish

    The age of monopoly

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    • The age of getting left behind in technology transition is more like it. Some modest exclusive programming rights is all that they will be worth (as well as DISH's spectrum). Fiber build is about to change the landscape. Cable and satellite sectors will form defensive positions given the big change coming. Content producers will be delivering the content to the end user doorstep via high speed fiber. Cable and satellite are getting a toll road competitor in high speed fiber ISP. The difference in this game changer is customers get to pick on and off ramps by going direct to contents door going forward. Sports programming in 4k technology coming with 500mbps up to 1GB. If someone is going to do a bundle then it will have to be a quality content and quality price bundle. Example Amazon Prime or Netflix. Times are changing so cable and satellite competitors becoming partners to defend turf is expected as communications converge. Fiber speeds going to lay the wood to competitors and coming in 2015 is going to drive the push.

      • 1 Reply to smalls_62
      • "Will Verizon buy NFL Sunday Ticket rights to jumpstart virtual pay TV service?" in a search. DTV exclusive rights expire end of 2014 season.

        Satellite market is stagnant in U.S. and will come under pressure from fiber. Do you really want to pay 40B for a inferior product with the onset of fiber TV and DTV's only bright spot might be some growth in South America? Shareholders can only hope this is just a bad rumor from WSJ.

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