SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Echostar Comm.
SATS 71.87+4.7%12:56 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Frank Byers who wrote (859)6/26/1998 8:55:00 AM
From: Goodboy  Read Replies (1) of 1394
 
Good Point. Reliability and integrity of cable systems running digital is one of the biggest factors SFA and GI have focused on in upgrading cable plants. I now understand your point. Right now, the RBOC's look like the odd man out. Partnering with the RBOC's would bring marketing clout, a return path for high speed internet access via twisted pair or other and telephone as usual. I missed what you were saying. Time Warner and some others have got their plant to over 70 percent upgrade by year end. They do not need AT&T capital.

Many others and some mid size to small MSO will need to partner up with deep pocketed companies to help their build out. I believe this deal is negative for DBS only because TCI was moving at a snails pace in upgrading channel capacity and interactive services (only 7% of their plant is upgraded). That gives DISH and DTV more time to steal their subs. AT&T will accelerate the spending and buildout. They are talking about a rebuild in two years vs TCI's 3 to 5. That was my point. Since not all cable companies will sell out for capital, but the RBOC will need to find a way to play in the digital game, an alliance with an ECHO would make some sense. What other choices do they have? Time will tell in two or three years wether a person will be inclined to recieve their digital services via a cable Pipe or a combo wire/dish delivery. I believe that bandwidth will be a big issue, but who knows what new compression technologies will come up.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News