21 thoughts on “EchoStar Now DISH Network — Spins Off SlingBox, Set-Top Biz”

  1. So it will be waiting for everyone in the morning? =^)

    The “broadband-enabled Satellite TV service” sounds intriguing, but a DISH Network bid on spectrum wouldn’t be the only way to get there, would it? After all, if Google wins the auction, couldn’t DISH rent the spectrum from them? And if AT&T wins the auction and then buys DISH, couldn’t they do an all-in-one service as well?

    If it leads to a DVR that can download and play back H.264 podcasts, too, I’m all for it. (Or are we going to have to wait for DivX 7, since that’s likely going to support H.264 playback?)

  2. “In other words, don’t be surprised if the company starts selling boxes to cable operators and other DBS companies.”

    They might very well be planning to do just that – but they have better chance selling those boxes in reatil stores (as the FCC is pushing for) than seling to Cable companies directly. That’s a terrible business – just ask CSCO (scientific atlanta), MOT, Digeo (owned by Paul Allen who also owns Charter), TiVo, Samsung, and the rest of the bunch. Making money on STBs is a tough business.

    Echostar’s STB sales have been primarily to their customers – selling them to other operators is a whole differnt thing. Cable companies cherry pick STB components – and have it delivered by differnt vendors – that’s how they keep control over their STBs (it is “their gateway, and theirs only”, into the home), an expereience all too familar to everyone from MOT to TiVo.

    Missing here in this post is the TiVo litigation with Echostar – and most likely the catalyst for spinning off the STB business – and subsequently the primary driver for the Sling acquisition.

    OM as you have suggested, there’s more to this spin-off story … I hope you are poking at the right places.

  3. Billion dollars in sales for Dish Network ? Wow !! Is that from people signing up through the websites, or is that including sales from retailers as well ?

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