An interesting article in today Wall Street Journal on Rupert Murdoch's plans for DirecTV:
http://online.wsj.com/article/0,,SB1..._whats_news_us
I think this article is available to non-subscribers, but if not, here's a quick summary of what's in the works:
* Roll out of a new generation of "heavily subsidized" advanced set-top boxes. Not clear if these would be from traditional DirecTV providers or from the sources used by BskyB and other News Corp. satellite services internationally (NDS Group) ;
* More interactive features, such as being able to vote directly for American Idol contestants (yawn) and picking your own camera angles for NFL Sunday Ticket games (hey, don't make me choose between chips and beer);
* A lowball pricing strategy is expected in order to stem defections (20% per year) and drive subscriber numbers. On the other hand, the focus is to provide lots of value-added pay services that will ultimately drive billing-per-subscriber;
* By 2006, it expects to install at least 1 million "fully integrated digital video recorders" annually. Currently DTV is claiming 750,000 DVRs installed. (My opinion only, but I expect this development to further delay HD TiVo, but I really hope that I'm wrong);
* Murdoch believes that DirecTV has the potential to grow from its current base of 12 million subscribers currently to 20 million by the end of this decade;
* Investment of at least $1 billion to expand satellite bandwidth to carry more local channels, facilitate interactive services and allow for HD programming (BTW, the only reference to HD in the article); and
* Article notes that one of the keys to News Corp.'s success in other markets has been its ability to lock up key sports programming, such as the Premiership soccer league games in the UK, and that it will be more difficult to replicate that success in the US market.