Dish Network Archive

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KOAT Radio to Discuss Recent Happenings In Media Space:Dish, Liberty, Apple, Google, Sirius XM

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By Relmor Demitrius -

As we all know the media and technology sectors are constantly evolving.  Keeping pace with what is going on can be difficult and confusing.  Are recent acquisitions in the media and technology sector confusing your investment perpective?  Is Netflix (NASDAQ:NLFX) a good investment long term?  Is satellite internet service only months away?  Is Dish Network (NASDAQ:DISH) involved in this?  What if any role would Sirius XM Radio (NASDAQ:SIRI) play? What is going on with the Google (NASDAQ:/GOOG)/Apple (NASDAQ:AAPL) music battle?  Can Liberty Media (NASDAQ:LINTA) make their Barnes and Noble acquistion pay off?

Have you ever wanted to discuss these topics with like minded investors like you? Well now you can.  Full discussion and answers to all these questions from you and our staff on Kingofalltrades blog talk radio show tonight at 9 PM eastern time.

Here is the link.

http://www.blogtalkradio.com/kingofalltrades/2011/05/25/king-of-all-trades

Call in live and discuss these and any media and technology sector related questions.  Callers welcome anytime at  (323) 784-9623.

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Sirius XM Radio Surges to New 52 Week High on High Volume

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By KOAT Staff

    Shares of Sirius XM Radio (NASDAQ:SIRI) surged to an intra day high today of $2.36, setting yet another 52 week high.  It had already established a new 52 week high on more than one occasion last week as well.  This move is coming on higher than average volume.  This may cause investors to ask the question, “Is this move news based?”.  It could very well be a news story yet to come or still solid demand from their strong quarter reported last week.  Whatever the cause the stock has been on a tear since September of 2010 and hasn’t slowed since. 

Investors are looking forward to the annual stockholders meeting in May, the expiration of the poison pill in August (as well as the time when Liberty Media (NASDAQ:LINTA) can make a tender offer for the entire company), and the June 30th expiration of the reverse split vote from 2010.  Not to mention the exciting news surrounding recent acquisitions of Dish Network (NASDAQ:DISH) in correlation with a Dish insider now sitting on the board of Sirius XM Radio. 

All these factors could be attributing to the rise, but one thing is certain.  Long sought after shareholder value from investors is finally being realized.  Evaluations are catching up as Wall Street is catching on to the Sirius XM success story.  They reported their highest earnings to date, at .02 cents a share in Q1.  With raised free cash flow guidance and adding more subscribers than expected, this stock still could have room to run.  Looking at the charts, if $2.40 breaks, $2.70 may not be far behind.  As most price targets from analysts are near $2 to $2.80 range, it will be interesting to see if these are raised as the targets are approached.

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KOAT Talk Radio Tonight: Discussion on Media/Technology Acquisitions:MSFT, SIRI, LINTA, DISH

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By Relmor Demitrius

Recent media and technology company acquisitions are presenting  interesting possibilities for the future.  Do you questions about what this future may look like?  What direction these companies may have?  What plans does Microsoft have for Skype?  Did they over pay?  Do you think Pandora has a future?  What plans does Dish have for Sirius XM Radio (NASDAQ:SIRI)?  Please join the King of All Trades staff for another round of talk radio.  We will air for 2 hours starting at 9 PM eastern time.  The show is accessible at the following link:  http://www.blogtalkradio.com/kingofalltrades/2011/05/11/king-of-all-trades-finanical-information.
Callers welcome at (323) 784-9623.

There will be on air experts in the media industry, specifically Sirius XM Radio (NASDAQ:SIRI) as usual.

Some new and exciting happenings are going on in the media/technology/communication sectors.  Steve Garcia, our media and technology expert will field any and all questions on Microsoft’s (NASDAQ:MSFT) acquisition of Skype, Dish Networks (NASDAQ:DISH) recent activity, or Liberty Media’s (NASDAQ:LINTA) as well.

Callers are welcome for all stock market and economic topics of discussion or about any individual trades or investments.

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SIRIUS XM, Liberty Media and DISH…..Pt 2

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In my last article I concentrated on why I was so excited to see a DISH(NASDAQ:DISH) Network executive on the Sirius XM Board after being recently appointed. Having given you an idea of how synergies can and will be achieved from a Dish perspective with Sirius XM(NASDAQ:SIRI), I will now explain how Liberty Media(NASDAQ:LCAPA) needed to be part of the picture.

DMX Music Inc. operates as a subsidiary of Liberty Media Corp. DMX offers media and music production and distribution services for the music and entertainment,
advertising and marketing industries. The company is international leader in
multi-sensory branding, DMX has been creating unforgettable brand experiences
for commercial environments since 1971. The first music service to license and
program original artist music, DMX has rigorously researched and tested the
effects of music, video, messaging and scent on human behavior. By integrating
them into a single compelling experience, DMX helps clients drive repeat business
and build brand loyalty with the consumer.

Sonic Tap is a DMX project whose digital music service is touted as the future of music discovery. Sonic Tap does the work for you, compiling playlists from millions of DRM free songs for every mood, atmosphere, environment or experience. Sonic Tap claims that no matter what type of music you like or what you need music for, their staff of Pros has created the perfect playlist. For those of you who do not remember, Direct TV dropped Sirius XM on its programming in favor of Sonic Tap back in 2009. Liberty, through DMX and sonic tap, has had a listening audience of over 300 million people worldwide for music. They have the technical and legal experts as well as some licensing needed to make a smooth transition and expansion to other markets and streamlined operations.

In any event, as you can see if you read part one of my 2 part article, there are some interesting possibilities relating to synergies between Sirius XM, DISH Network and Liberty Media now that cannot be simply coincidence. We have seen Sirius XM in recent months become much more aggressive in distinguishing its internet radio service from the satellite service. We have seen Sirius XM add value with internet only channels as well as adding Howard Stern to the premium internet experience if that is your primary subscription. We have heard of Teleca doing work on the new edition of Sirius XMs digital library which should be a part of the 2.0
launch. We have seen ROVI providing services to Sirius XM, and recently we have seen a Board Member from DISH network come to Sirius XM as well as a former Cable company executive.

What we are also witnessing is consolidation of Sirius XMs satellite spectrum. The company appears to be much further along to this regard than previously anticipated, as the new channel lineup starting May 4th suggests. Freeing up the NGSO Sirius satellites and a good portion of their spectrum appears to be the direction the company is taking. This will mean that the Sirius NGSO satellites
and their associated orbital slots in the short order, perhaps months, will have room for expansion of services in the future. Perhaps this will tie in with the DISH/DBSD situation. We now have three companies who all use satellites and satellite technology to broadcast their medium of media entertainment sitting on the Sirius XM board. In my revue of these companies, there are several overlaps in content and capabilities on a large scale that can be shared thereby reducing costs and CAPEX across all three companies. They also can share technology in a synergistic fashion which will reduce R&D costs to all three companies, and
finally, combined, this new media team will be able to capture a large portion of the social network through its dynamic lineup of programming and features which will be leveraged across home and mobile gateways and any future technologies as they become available. Please feel free to ask any questions you may have after reading the article.

Disclosure: Long Siri, no positions in any other company mentioned at this time

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DISH Network Prepares to Battle Netflix

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Last week, DISH Network (NASDAQ:DISH) released a PR which I find quite exciting. Here is the press release in its entirety:

DISH Network’s DISHOnline.com delivers HBO® and Cinemax® titles not available on Netflix’s online service

ENGLEWOOD, Colo., April 21, 2011 /PRNewswire/ — DISH Network L.L.C. today announced that DISHOnline.com now gives customers instant, unlimited access to HBO and Cinemax titles not offered by Netflix’s online service. In connection with Home Box Office, Inc.’s new online video destinations, HBO GO® and MAX GO®, DISH Network customers who subscribe to HBO or Cinemax premium channels can now instantly watch nearly all of the respective current HBO or Cinemax programming inventory – most of which is available in high definition – at DISHOnline.com. Customers have access to more than 1,800 titles including Hollywood hits such as Avatar, The Hangover and Up in the Air, original content like award-winning series Boardwalk Empire® and True Blood®, as well as independent films, cult favorites and more.

“DISH Network is thrilled to be working with HBO to bring this broad collection of top-billed content to our customers for instant access at DISHOnline.com,” said Dave Shull, senior vice president of Programming for DISH Network. “DISH Network customers with an HBO or Cinemax subscription can also get new series titles after their premiere – plus bonus content including interviews, recaps and behind-the-scenes extras – none of which are available through Netflix’s online service.”

DISH Network customers who subscribe to the HBO or Cinemax TV packages can enjoy the respective online content any time and from any U.S. location with a broadband connection by simply logging on to DISHOnline.com, HBOGO.com or MAXGO.com.

DISH Network’s DISHOnline.com is the only online video portal that gives customers the ability to integrate live and recorded TV with more than 150,000 popular movies, TV shows, clips and trailers into one easy-to-use-interface. For more information or to create an account, visit www.DISHOnline.com

This PR in and of itself is very good, but couple it with the recent winning bid for Blockbuster Video by DISH and I would say a certain other online movie service is in for a major battle; are you paying attention Netflix (NSADAQ: NFLX) ?  Perhaps due to waiting for final approval from the bankruptcy court and satisfaction of certain conditions related to the bankruptcy, DISH network has been relatively quiet about the winning auction bid for Blockbuster. In the April 21 filing with U.S. Bankruptcy Court in New York, lawyers for DISH said they needed more time to determine which of the 1,700 Blockbuster stores would remain in operation.

DISH has until May 5 to close the deal, which was previously extended to April 25. Blockbuster has agreed to waive a $500,000 daily fee that was to have been previously assessed to the sale when extended beyond the closing date. DISH has agreed to assume costs associated with continued store based operations, including employee costs and vacations. U.S. Bankruptcy Judge Burton Lifland is due to rule this week on granting Dish 90 additional days (to July 21) to assume or reject current store leases. In court filings, Dish listed about 575 stores it intends to keep operating.

However, this media powerhouse would appear to be a very formidable foe for NFLX and seems poised to beat NFLX at its own game and with considerably more available media and choices for the consumer. The video entertainment customer base will likely now have some exploring to do and choices to make once Charlie Ergen has that final approval of the sale in his hands. Make no mistake, Mr. Ergen is going to make sure that his Blockbuster purchase wields a significant profit and helps continue to accumulate significant market share for his media empire.  The combination of DISH and Blockbuster seems a very formidable opponent for Netflix or any other video or cable entity to try and fend off. Investors should pay attention to DISH news and filings in the coming weeks. The quarterly conference call for DISH is scheduled for May 2nd at noon. The dial in number is (800) 616-6729. Additional information can be found here;

http://dish.client.shareholder.com/releases.cfm

Disclosure:  No position in DISH, BLOAQ or NFLX currently