PROGRAM: TUESDAY, OCTOBER 14, 2008

As of September 4, 2008; subject to change without notice.

Venue: 3 West Club · 3 West 51st Street · New York, NY 10019 · www.3westclub.com

8:00–8:45 am   ISIS NYC '08 Networking Breakfast

9:00–9:30 am   Welcome

9:30–10:30 am   Session #1: Mobile Satellite Devices: Does Wall Street Hit Pay Dirt by 2010?

From the U.S. to China, from MSV to EchoStar, savvy vendors are finding ways to add new layers of service to satellite platforms, not the least of which is mobile services carried directly to devices via satellites, be they hundreds or thousands of miles distant. What will Orbcomm, Globalstar, and Iridium do in terms of future software and hardware developments? How does the explosion of GPS and its deployment into just about every consumer electronics device fit this mix? The decades-old dream, is it happening? If so, what does it mean to this financial audience?

10:30–11:00 am   Coffee and Networking Break

Sponsored by:

11:00 am–12:00 pm   Session # 2: Pure vs. Hybrid Satellites: Forecasting New Apps and Economic Models

This panel reviews what engineering geniuses have created, marrying different business models and technologies, such as satellite and terrestrial. Satellite video content is incorporated into terrestrial handheld units by Qualcomm. Does that get profitable? How soon? Satellites are used for cellular backhaul, and for the delivery of broadband, especially in rural and remote locales. SES Americom’s IP Prime, HughesNet’s Spaceway, TerraStar, and WildBlue come to mind quickly in this topic area. Does the delivery of the Internet from space become more and more the bull and the magical elixir of global communications, offering users everything from video, to data, to who knows what else? Acronyms like ATC quickly come to mind, but just what do they signify?

12:00–1:15 pm   Keynote Luncheon

1:15–2:15 pm   Session #3: Satellites and the Analog-to-Digital Transition: Show Me the Money

February 17, 2009, is the all-important analog-to-digital transition date for terrestrial broadcast TV. What opportunities are there for satellite vendors, their financiers and vice versa, especially as it relates to some pretty agile and capable competitors? As between cable, telco and satellite, how much share will each take of new subs who opt for subscription TV over over-the-air ad-supported TV? What financial opportunities can be uncovered with the spectrum transition? Are there any economic downsides? By that time and going forward, how many DMAs will DIRECTV and DISH carry, and how does that compare to rivals'? What is their role in providing the $39 digital converter boxes? What about the long-term financial impact from greater competition?

2:30–3:30 pm   Session #4: Sports and News By Satellite: the Red and Black of Content Contribution and Distribution

Niche programming is the core of this session, specifically sports and news, but the lessons ripple from there. What does the revenue windfall of pay satellite sports packages, be it NFL Sunday Ticket, NBA League Pass, MLB Extra Innings, or NASCAR HotPass, teach us? It's more than the fact that DIRECTV and EchoStar today are one of the top revenue generators for these leagues. What are the other financial metrics to consider going forward? On the news side, what technical tools allow per unit costs to decline, while, correspondingly, the news gathering capabilities increase? What new channels are being planned and deployed, by big and small, well-known and unknown? From successful to not-so-successful, what financial lessons can we learn from these pioneers?

3:30–4:00 pm   Coffee and Networking Break

Sponsored by:

4:00–5:00 pm   Session #5: From Satellite Radio Merger To EchoStar-DirecTV? The Financial Report

By a narrow 3-2 FCC majority, Mel Karmazin won his hard-fought merger. But, what now for this satellite radio giant? What are the consumer electronics, OEM and other measurements for now and five to ten years hence? What does it all mean for the financial future of mergers like this, especially the forever-talked-about DIRECTV-EchoStar DISH Network merger? Are the two the same or apples and oranges? Will Charlie and Dr. John reach their own version of Rocky Mtn. Rapport? What about rural America? How financially competitive are the telco video components offered by telcos such as Verizon and AT&T? And what of the cable bundles offered by the Comcasts, Charters, Cablevisions, and Cox's of the telecom world? What of them? With Rupert Murdoch apparently out of the merger picture, is everything economically, politically, and financially different?

5:00–5:25 pm   Closing Keynote and Closing Remarks

Return to Top of Page