DirecTV 3rd Quarter Results

[rad]

Bob, where are you hearing that AT&T's going to go to FTTP vs. FTTN?

[Rey]

Bob, The people that AT&T are targeting for Directv sales will most likely never be able to get Uverse. Heck. I am in the city and I can not even get Uverse even though the people across the street can get it as well as a neighbor three houses down. They have way to many upgrades to do before they will become competitive with anybody.

[Jhon69]

Gee, seem to remember people saying that for the past few quarters about Dish's results

Well I am basing that on the power of one.....me.

[Rangers484]

I'm guessing closer to 0 net adds, if not negative.

Negative would be a surprise since they turned positive on net growth last quarter already if memory serves.

[harshness]

Continued robust demand for our service fueled an 8% increase in gross additions to 1.1 million subscribers and net additions of 136,000 primarily due to the addition of AT&T as a marketing partner and record demand for our industry-leading HD and DVR services.

That's a pretty startling disparity.

Last year's net adds were 156,000 and there were 240,000 in 2007.

[rad]

That's a pretty startling disparity.

Last year's net adds were 156,000 and there were 240,000 in 2007.

And the economy was in a lot different shape back then now wasn't it.

[damjr]

That's a pretty startling disparity.

Last year's net adds were 156,000 and there were 240,000 in 2007.

This is what happens when you start to reach a saturation point. There are many areas of the country that all ready have over a 50% satellite penetration and some as high as 60%.

We are reaching a point when where all there will be is promo hoppers. Not too many new customers left to be had.

[K9SAT]

Bob, where are you hearing that AT&T's going to go to FTTP vs. FTTN?

Its being discussed right now at ATT headquarters, As is the future of uverse as a whole. Nothing publicly right now but in all new subdivisions, ATT is already doing FTTP. That's not new. Its just a matter of time. Give it another few months before something officially is publicly announced but, all signs both internal and what att is doing now points to them going that route.

[rad]

Its being discussed right now at ATT headquarters, As is the future of uverse as a whole. Nothing publicly right now but in all new subdivisions, ATT is already doing FTTP. That's not new. Its just a matter of time. Give it another few months before something officially is publicly announced but, all signs both internal and what att is doing now points to them going that route.

They've done FTTP for a few years now, but currently it does nothing extra for those homes, everyone gets the same level of service, fiber or copper. Will it happen at some point in time, probably but in this economy IMHO AT&T, which has taken the cheap road wherever possible, isn't going to change direction in the near future. Guess will have to see which one is right.

[harshness]

We are reaching a point when where all there will be is promo hoppers. Not too many new customers left to be had.

Promo-hopping is difficult sport at best where a 24 month commitment is involved. Many modern marriages don't last that long.

DIRECTV continues to be surprised by the number of new subscribers but obviously as surprised as they are about that, those leaving are doing so in similarly large numbers as you suggest.