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basant
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Quote basant Replybullet Posted: 13/Jun/2007 at 2:18pm
Originally posted by tigershark

i read aquote from a tata sky official that the roll out of CAS will be really great news.could anyone explain how is that i thought the set top box will compete with the dth platform or can the dth itself be marketed as conditional take only what you want
 
See it is GREAT news for everyone who is connected with the industry. Even if they compete against each other imagine seeding the country with about (20 million set top boxes/DTH) over the next 3 years. The very fundamental of this industry will change.
 
Where did you read this. SOmehow I feel that this news is just too good to be trueSmile


Edited by basant - 13/Jun/2007 at 2:23pm
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tigershark
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Quote tigershark Replybullet Posted: 13/Jun/2007 at 2:29pm
exact date i forget but on one of the colouredsections of bussinessline or bs 2 weeks back where there was an interview with tataskys md soon after they hit the 6 lacs mark.i usually remember such news
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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Quote tigershark Replybullet Posted: 14/Jun/2007 at 1:56pm
trai has recomended roll out of cas in 55 cities with a population of more than a million starting oct2008.however the reprt has also stressed on the need for mandating interconnection and tariffs between broadcasters and operators to ensure successful implementation of the cas.the system would not work according to the report unless all operators offered cas simultaneously and unless there existed a regulated environment.the hindhubussinesline
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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kaushalchawla
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Quote kaushalchawla Replybullet Posted: 14/Jun/2007 at 6:35am
I have not been actually following this story. But i would like to know a few things:-
1. Name of players positively impacted by CAS? How big is this market?
2. Name of players positively impacted by DTH? how big is this market?
3. Which one is better to invest in? Which is the best player to invest in - one from market leader perspective and other from valuations perspective.
 
I will be thankful for this information.
Warm Regards,
Kaushal
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basant
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Quote basant Replybullet Posted: 14/Jun/2007 at 9:30am
ANswers as I see them:
1) ALl broadcasters especially the ones with less competition or the leaders
2) DIsh Tv
3) The ones in our Equitydesk XI are the stocks I would like to bet on.
 
The potential is HUGE some stocks could go up 5-10 times over the next 3-5 years. QUestion is which ones?
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Quote tigershark Replybullet Posted: 14/Jun/2007 at 10:21am
so would yu recomend to own the FAMOUS BASKET of media stocks? ha ha ha!
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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basant
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Quote basant Replybullet Posted: 14/Jun/2007 at 10:38am

Yes.But we have all sector leaders in this basket.LOL

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Quote tigershark Replybullet Posted: 15/Jun/2007 at 2:29pm
so the BASKET looks like this TV18,NW18,GBN,DISH,ZEE NEWS.have i missed out on something?
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