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s : skyreport@mediabizcorp.com 3 December 2010 • 4:02PM -0500

DIRECTV Going Forward
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<tr><td colspan="2" class="article_heading" >Headlines for Friday, December 3, 2010:</td></tr>









<tr><td width="10" class="article_nav" > </td><td class="article_nav" ><a href="#article4" class="article_nav" >DIRECTV Going Forward</a></td></tr>



<tr><td width="10" class="article_nav" > </td><td class="article_nav" ><a href="#article5" class="article_nav" >Shaking at the Top:  Diller & Malone; CBS</a></td></tr>



<tr><td width="10" class="article_nav" > </td><td class="article_nav" ><a href="#article6" class="article_nav" >SkyLog:  DISH Adds MoviePlex; Money Woes for LightSquared; Hulu Looks Overseas</a></td></tr>



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<div class="article_title" >DIRECTV Going Forward</div>


<div class="article" ><span style="font-weight: bold; text-decoration: underline;"><br></span>With nearly 200 slides and a packed roster of speakers, <span style="font-weight: bold;">DIRECTV</span>'s investors' day failed to wow Wall Street which drove the stock down by -0.78% (32¢).  But that, says <span
style="font-weight: bold;">Collins Stewart </span>analyst <span style="font-style: italic;">Tom Eagan,</span> is 'likely reacting to 2011 guidance."  <br><br>The   DBS provider's revenue guidance calls for growth of 5% to 8% for 2011   and 5% to 8% for 2012-2013.  Both estimates, Eagan
suggests, are   "conservative."<br><br>In looking to the future, DIRECTV sees strong   growth from its Latin American operations and stronger than expected   long-term US growth.  Among key initiatives in the US will be:<br><br>• An increasingly segmented approach to marketing and services to
match an increasingly segmented user base;<br><br>• A push to insure that 40% of DIRECTV subscribers are connected to the internet by 2013;<br><br>• The building of an in-house sales tool to allow DIRECTV to sell its own bundles "efficiently and effectively;"  and<br><br>• Deploying a set of
initiatives (think DIRECTV Cinema) to "own the movie segment."•<br> <P>
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<div class="article_title" >Shaking at the Top:  Diller & Malone; CBS</div>


<div class="article" ><br>Big moves at the top as<span style="font-weight: bold;"> IAC/InterActive</span>'s<span style="font-style: italic;"> Barry Diller</span> steps down as CEO in favor of <span style="font-weight: bold;">Match.com</span>'s <span style="font-style: italic;">Greg Blatt</span>.   Diller says
he'll remain as chairman at IAC which is now <span style="font-style: italic;">John Malone</span>-less as <span style="font-weight: bold;">Liberty</span> traded its IAC shares for $220M in cash plus the <span style="font-style: italic;">Evite</span> and <span style="font-style:
italic;">Gifts.com</span> businesses. As tempers cool,<span style="font-weight: bold;"> Lazard Capital</span> analyst<span style="font-style: italic;"> Barton Crockett </span>says IAC may be able to trade in its 24% (potentially $1.9B tax free) stake in <span style="font-weight:
bold;">Expedia</span>, where both Diller and Malone sit on the board. (It's complicated, folks.  For the official release, go <a href="http://iac.mediaroom.com/index.php?s=43&item=1865">here</a>.)  <br><br>In other top dog news, <span style="font-weight: bold;">CBS</span> has
named<span style="font-style: italic;"> David Berson</span> EVP, CBS Sports and president, CBS College Sports Network. Berson was formerly with <span style="font-weight: bold;">ESPN</span>. Meanwhile, COO <span style="font-style: italic;">Bruce Tobey </span>is out at CBS Films after failing to find
a hit this year.•<br> <P>
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<div class="article_title" >SkyLog:  DISH Adds MoviePlex; Money Woes for LightSquared; Hulu Looks Overseas</div>


<div class="article" ><br>  <span style="font-weight: bold; text-decoration: underline;">Programming</span>:  <span style="font-weight: bold;">DISH Network</span> has cut a deal to add <span style="font-weight: bold;">Starz Entertainment'</span>s   MoviePlex movie channel onto its HD Platinum package.  The
multiyear   deal includes hundreds of titles and will be available on demand and via   DISHOnline.com in the near future.  --- Big cable net winners for November were <span style="font-weight: bold;">History</span>, <span style="font-weight: bold;">ABC Family</span>, <span style="font-weight:
bold;">Bravo</span>, <span style="font-weight: bold;">Oxygen Media</span> and <span style="font-weight: bold;">Investigation Discovery</span>, all with year-to-year metrics up significantly. --- <span style="font-weight: bold;">ESPN</span> got a strong thumbs up from <span style="font-weight:
bold;">Beta Research Corp</span>.'s   annual survey of cable subs. ESPN and ESPNU ranked first and second as   the top two nets for perceived value.  ESPN, ESPN2 and ESPNU tied for   first with <span style="font-weight: bold;">Discovery Channel</span> and <span style="font-weight:
bold;">History Channel</span> in viewer satisfaction among men 18+. --- <span style="font-weight: bold;">Comcast</span> has launched <span style="font-weight: bold;">Cinema Asian America</span> on demand. <br><br><span style="font-weight: bold; text-decoration: underline;">Up in the
Sky</span>:  According to the <span style="font-style: italic;">NYT</span>, <span style="font-weight: bold;">LightSquared</span>/<span style="font-weight: bold;">Harbinger</span> honcho <span style="font-style: italic;">Philip Falcone</span> could be in a serious cash crunch as evidenced
(partly) by using his personal art collection to back a loan.  Go <a href="http://www.nytimes.com/2010/12/02/business/02hedge.html?_r=1&scp=2&sq=lisa%20maria%20falcone&st=cse">here</a> for the article. --- EU regulators have given themselves more time to decide on <span
style="font-weight: bold;">News Corp</span>.'s $12.5B bid for outstanding shares of BSkyB.  New deadline is Dec. 22.<br><br><span style="font-weight: bold; text-decoration: underline;">The Deal</span>:  It's coming together, say <span style="font-weight: bold;">Stifel Nicolaus</span>
analysts <span style="font-style: italic;">Rebecca Arbogast</span> and <span style="font-style: italic;">David Kaut</span>   ... albeit with conditions that "may have some bite."  Access to online   video remains a key point as do net neutrality conditions.  <br>  <br>  <span
style="font-weight: bold; text-decoration: underline;">More Takes on Net Neutrality</span>:  <span style="font-weight: bold;">Collins Stewart </span>analyst <span style="font-style: italic;">Tom Eagan</span> notes that cable stocks rallied on the <span style="font-weight: bold;">FCC</span>'s
latest net neutrality proposal.  Among his key take-aways:  "Innovative   marketing methods such as usage-based priced are condoned as they   promote efficient use of the network; and Broadband "providers" are   obligated to transparently show how their networks are being managed to
consumers."   Meanwhile statements continued to pour in with the <span style="font-weight: bold;">US Telecom</span> folks saying <span style="font-weight: bold;">Congress</span>, rather than the FCC, should undertake any internet regulation ... <span style="font-weight: bold;">Time Warner
Cable</span> lauded the proposal's "appropriate balance" and said "we believe that we can support it" ... while the <span style="font-weight: bold;">DISH Network</span>'s <span style="font-style: italic;">Charlie Ergen</span> pronounced Genachowski's proposal as "a solid framework for protecting the
open internet."<br>  <br>  <span style="font-weight: bold; text-decoration: underline;">$$$$$:</span>   According to the <span style="font-style: italic;">WSJ</span>, <span style="font-weight: bold;">Hulu</span> wants to launch its service overseas and may take on new investors to do
so.  <br>  <br>  <span style="font-weight: bold; text-decoration: underline;">OTT</span>:  The <span style="font-weight: bold;">BBC</span> will launch an international version of its popular iPlayer via <span style="font-weight: bold;">Apple</span>'s iPad.  <span style="font-style:
italic;">FT.com</span> notes the Global iPlayer, currently in pilot form, will be available only outside the UK.  ---  According to the <span style="font-style: italic;">NY Post</span>, <span style="font-weight: bold;">Netflix</span> is offering between $70K and $100K per episode for
primetime shows.  According to <span style="font-weight: bold;">Time Warner</span>'s <span style="font-style: italic;">Jeff Bewkes</span>, the Netflix business model doesn't quite add up.•<span style="font-weight: bold; text-decoration: underline;"></span><br> <P>
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