Walter Energy: Solidly Capable Of Navigating A Prolonged Met Coal Market Slump [View article]
No harm no foul EA....I've had similar edits once or twice myself in the past on articles I've written. After I commented above, and then went back to reading the rest of the article, I did notice that you had the correct number in your tables and calculations.
Let me describe how I believe iOS 7 in the car is going to work. It's basically going to be an iPad with 4G internet connection in your vehicle. Now that AT&T and Verizon are moving toward data plans where customers can have multiple devices using the same data plan, is a huge plus for Apple. All the applications you have available on your iPhone or iPad will be available for your car dash too. For iPhone users, you will be able to access your iPhone via bluetooth from the car dash. For those of you that don't like Apple or iOS 7, nothing will change other than you will be able to listen to your satellite or FM radio like you do now.
For those of you that sport a non iOS device, oh well. I don't see Apple going out on a limb for you guys/gals. They never have and probably never will.
I do see Google and Microsoft convincing auto manufacturers to allow them to have Android and Win 8 as options in their cars too in the future.
If Apple wanted to buy out Howard Stern, they could many times over. My guess is that Apple wouldn't touch Howard Stern simply because of the controversy he brings with him.
I believe the future for Sirius XM is distributing all of their available content via the internet. You are 100% correct in that the iOS 7 car dashboard will basically work like an iPad with an internet connection. You should be able to run Sirius XM Internet.
Apple SIRI will be the voice activation/navigation software controlling iOS 7 in cars. Apple MAPS will be the navigation software, iRadio will be the music software. As far as controlling other technologies like SIrius XM using Apple SIRI, i highly doubt it.
Crunching... if you watched the Apple WWDC video, you will notice that Apple not only will provide voice navigation/activation but they will be using MAPS as the navigation software. I don't think TomTom or Garmin will be on the iOS 7 Car display. :)
One thing to remember, the people that would be using iOS 7 in the car has to bring their iPhone. The music and service maybe free, but the cost to own an iPhone is much more expensive than Sirius XM. They paid money for the phone, committed to a 1 or 2 year contract, and have data limits of which they will have to pay more if they exceed.
Again, this argument I am hearing from Sirius XM die hards "I don't like Apple, I don't want it in my car, etc..." is not a good argument and most likely won't have a choice. Just like the people that don't want satellite in their car, probably don't have a choice either other than not subscribing.
Bottom line is it is just another choice for the consumer and will light a fire under the other competitors like Google and Microsoft to convince auto manufacturers to include Android and Windows 8 in their cars too.
I hope Sirius XM doesn't discount the likes of Apple, Microsoft, or Google or they will wake up one day wondering what happened.
I hear that argument all the time from the Sirius XM investors. My response is "If you don't like it, don't use it." It's just like every other option in you car today. You don't like AM/FM, don't listen. You don't like satellite, don't subscribe and don't listen. You don't like Apple, don't listen. However, just like their are 23 million subs that do like Sirius XM and paying for it... there are 4-5 times that in iOS users that I bet are willing to give old iOS 7 a try in their vehicle once it arrives. Call me crazy...
What do you think about Apple's iOS bold move for the car dash by 2014? Over a dozen or so major car makers have agreed to implement iOS 7 in their vehicles. This is yet another option for the consumer to listen to music and "free" music at that. I think Apple has a very good opportunity to change how we interact with our car (voice recognition, navigation, music, video, weather, etc...) Do you think Sirius XM is going to sit back and watch? I sure hope not.
p.s. Let's not forget Google and/or Microsoft throwing Android and Win8 into the car dash.
Sirius XM: Shorts Back Off By 10 Million Shares [View article]
Something doesn't add up here. I am having a very hard time believing that "some" of 368 million shorts got it right or 10 million shorts covered too early.
American Capital Agency And Mortage REITs Post-Memorial Day Sale [View article]
Good article CK and nicely explained. I get it but I don't think I could ever put it down on paper - at least not nearly as well as you have done here. As for who is holding this and selling - I have commented many times to investors I know who crow about the yield that they don't pay 15% for no risk. But these same people were bailing big time in the last week. Here's my $10,000 question: Do you think the bottom is in or does it have farther to fall?
Why AT&T Is An Income And No Growth Story [View article]
I enjoyed your article. AT&T has solid management and they continue to do an excellent job executing their wireless business. The wireless business is maturing so I am hoping they are focusing on U-Verse (TV, Internet, VOIP). U-verse is picking up steam but they really need to get those customers.
The new CEO, Randall Stephenson, has been good about reducing the yearly dividend increases. Whitacre was all about returning shareholder value but Stephenson is a numbers guy and he will keep the balance sheet in check.
Walter Energy: Solidly Capable Of Navigating A Prolonged Met Coal Market Slump [View article]
Walter Energy: Solidly Capable Of Navigating A Prolonged Met Coal Market Slump [View article]
Is Sirius XM's Buyback 'Terrible?' [View article]
For those of you that sport a non iOS device, oh well. I don't see Apple going out on a limb for you guys/gals. They never have and probably never will.
I do see Google and Microsoft convincing auto manufacturers to allow them to have Android and Win 8 as options in their cars too in the future.
Let the competition begin...
Is Sirius XM's Buyback 'Terrible?' [View article]
Is Sirius XM's Buyback 'Terrible?' [View article]
Is Sirius XM's Buyback 'Terrible?' [View article]
Is Sirius XM's Buyback 'Terrible?' [View article]
Is Sirius XM's Buyback 'Terrible?' [View article]
Is Sirius XM's Buyback 'Terrible?' [View article]
Again, this argument I am hearing from Sirius XM die hards "I don't like Apple, I don't want it in my car, etc..." is not a good argument and most likely won't have a choice. Just like the people that don't want satellite in their car, probably don't have a choice either other than not subscribing.
Bottom line is it is just another choice for the consumer and will light a fire under the other competitors like Google and Microsoft to convince auto manufacturers to include Android and Windows 8 in their cars too.
I hope Sirius XM doesn't discount the likes of Apple, Microsoft, or Google or they will wake up one day wondering what happened.
Is Sirius XM's Buyback 'Terrible?' [View article]
Is Sirius XM's Buyback 'Terrible?' [View article]
p.s. Let's not forget Google and/or Microsoft throwing Android and Win8 into the car dash.
Sirius XM: Shorts Back Off By 10 Million Shares [View article]
Sirius XM: Shorts Back Off By 10 Million Shares [View article]
American Capital Agency And Mortage REITs Post-Memorial Day Sale [View article]
As for who is holding this and selling - I have commented many times to investors I know who crow about the yield that they don't pay 15% for no risk. But these same people were bailing big time in the last week.
Here's my $10,000 question: Do you think the bottom is in or does it have farther to fall?
Why AT&T Is An Income And No Growth Story [View article]
The new CEO, Randall Stephenson, has been good about reducing the yearly dividend increases. Whitacre was all about returning shareholder value but Stephenson is a numbers guy and he will keep the balance sheet in check.