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Technology Stocks : Hughes Electronics (GMH) -- Ignore unavailable to you. Want to Upgrade?

To: Zoltan! who wrote (258)1/31/2002 9:30:40 AM
From: Lee L.  Read Replies (2) | Respond to of 277
Zoltan, I cannot access the article since I don't subscribe to the NYTimes.

Ergen doesn't seem to be helping himself -- taking on Disney (Business Week had a good article on this a couple of weeks ago) and failing to offer all required local channels without a second dish didn't help.

If we consider DTV and Echostar to be part of the overall Cable/Satellite market place, then Ergen has a strong argument (GM bought it) that the combined company would *not* be a monopoly. Uniform pricing plans also seem to address any rural issues.

I still think that the deal is at least 50/50. I would feel better about the deal if I saw progress on the lobbying and marketing front. To date, I haven't seen any real victories for Ergen in this area.