CV Fourth Quarter and Full Year 2005 Earnings Teleconference 2/27 at 11am ET

[Sean Mota]

The Boost Internet service runs on DOCIS 2.0 which is a higher frequency then cable and won't effect cable bandwith. The real fast Internet service they offer runs on Lighpath's fiber loop and that also doesn't effect cable bandwith.

The network DVR they are talking about is not SA's Multi Room DVR. It's their own in house system that works with the existing SA4200's. Each user would get an amount of storage space on CV's server to store programs they want for playback at a later time. Think of it as your own personal VOD.

That is a very interested idea of having space on their own server first time I hear anyone doing something like this. I think the other solution looks better. It will not depend on CV's server where there could be bandwith issues. Also an interested question will be about HD on this Network DVR CV server. Can it be done?

[hbk409]

The Boost Internet service runs on DOCIS 2.0 which is a higher frequency then cable and won't effect cable bandwith. The real fast Internet service they offer runs on Lighpath's fiber loop and that also doesn't effect cable bandwith.

There is also supposed to be ultra for the home which is 50/50.

The network DVR they are talking about is not SA's Multi Room DVR. It's their own in house system that works with the existing SA4200's. Each user would get an amount of storage space on CV's server to store programs they want for playback at a later time. Think of it as your own personal VOD.

It would be nice if they finally started with this, they have been talking about this since before they released the DVR box. Thats why it was taking so long to get the s/a dvr boxes because they were looking at just saving everything on the servers and using it almost like an ondemand title.

[Sean Mota]

If CV has the bandwith and it is holding out the addition of the Voom channels, maybe there is a reason for it. The only I can think of is "sale" of CV. Today's CVs earning re-assured all investors that CV was back in the profit tape while their Rainbow Media unit was still not clear whether profits have been acquired. In my opinion, they want their programming unit as far away from their cable operation. Maybe they don't want to sell CV with the already VoOM channels there. (of course, this is just speculation). The sale of CV has been put in the back burner for a while but it still can happen.

[hbk409]

If CV has the bandwith and it is holding out the addition of the Voom channels, maybe there is a reason for it. The only I can think of is "sale" of CV. Today's CVs earning re-assured all investors that CV was back in the profit tape while their Rainbow Media unit was still not clear whether profits have been acquired. In my opinion, they want their programming unit as far away from their cable operation. Maybe they don't want to sell CV with the already VoOM channels there. (of course, this is just speculation). The sale of CV has been put in the back burner for a while but it still can happen.

sean thats a great point, maybe they feel it would be harder to sell the cable operations if they had the voom channels already on the sysetem. Then whatever provider purchased be it time warner or comcast, they would have to continue with those channels if the subs were already getting them.

[cforrest]

That is a very interested idea of having space on their own server first time I hear anyone doing something like this. I think the other solution looks better. It will not depend on CV's server where there could be bandwith issues. Also an interested question will be about HD on this Network DVR CV server. Can it be done?

LonghornXP posted in the FIOS forum about VZ doing this. http://www.satelliteguys.us/verizon-fios/56320-rumor-verizon-cablecard-other-news.html See the third paragraph! And more and more providers will be going this route IMO. It all comes down to DRM IMO. Put it on cable tv provider's HDs the end user does not have possession of it and the content on the HD can be locked down, so to speak, from the user moving it to different devices. Interesting times ahead.