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Pandora (P) now -16.9% in response to the WSJ's report (I, II) on Apple's (AAPL) Internet radio...

Pandora (P) now -16.9% in response to the WSJ's report (I, II) on Apple's (AAPL) Internet radio ambitions. Pandora has thus far been successful in weathering challenges from Clear Channel, Spotify, and others, in part because of the time invested by its users in building custom stations. But a service that comes pre-installed on iOS devices, features tight iTunes integration, and is backed by Apple's brand and marketing machine would present a different kind of competition.
Comments (17)
  • I used pandora like once, got bored of it. make own playlists on youtube and find that better.
    7 Sep 2012, 09:14 AM Reply Like
  • Great, another ionly service...
    7 Sep 2012, 09:20 AM Reply Like
  • Apple should have offered to buy them out at half of their current market cap. After P inevitably refuses, apple should go about their business destroying them, and making pandora wish they had taken them up on the offer even though it seemed ridiculous at the time.
    7 Sep 2012, 09:21 AM Reply Like
  • And now companies with walled garden applications (Itunes, Google Play, etc.) take pause to realize the advantage they might have given to the owners of the garden. Apple can see the popularity and margin that is out there based on the apps in it's store. Additionally apps in Itunes have very restricted limitations on branding, logos and protection. Apple might be effectively running the worlds biggest crowd-funded prototype product search.
    And Pandora, you just gave them their next greatest idea.
    7 Sep 2012, 09:21 AM Reply Like
  • Padora ... What is Pandora? Ah, Pandora ... Thanks, I have Youtube! Grooveshark.
    I always said, poor business model. The music business, forget it
    7 Sep 2012, 09:23 AM Reply Like
  • Pandora is a great site. It works well and is dependable. It seems that P is on the verge of finnally making money. Going in the right direction for sure. Would be such a good buy for Apple to buy them. Just good common sense for P to sell at 18. Hey this..
    7 Sep 2012, 10:57 AM Reply Like
  • No. Apple does not help. Apple operates worldwide. Pandora operates in the U.S. only. Pandora must go into the world! For now Pandora is a tiny dot. Sirius passes over
    7 Sep 2012, 11:01 AM Reply Like
  • You expect Apple to pay $3B for a company losing $.20/share?
    7 Sep 2012, 11:02 AM Reply Like
  • No. Not at all. Pandora does not serve directly. I guess no one should want to purchase this company. It has almost nothing good and its business model is finished
    7 Sep 2012, 11:05 AM Reply Like
  • Pandora is crap as far as a business model see Amazon, and FB they are not making any money or are barely making any, these three companies are mostly smoke and mirrors, stay away from those companies as a investment.
    7 Sep 2012, 12:26 PM Reply Like
  • Lots of hate for Pandora here but it is in fact in the top ten of all the app stores, believe it or not. So, someone likes it.
    7 Sep 2012, 01:00 PM Reply Like
  • Thanks. I was wondering whether there was anyone left that looks any further than their own personal preferences.


    For some reason, technology seems to draw a lot of product love/hate investment analysis.


    I might like Pandora but look at it as not a great long term investment because it's a one trick pony.


    You could argue that people would be better off investing in companies of the products they don't like as odd as that sounds. You're less likely to be emotional about it.


    I think the Lumia 920 is "ugly as sin". But "ugly as sin" could be the next hot thing. I'll shrug my shoulders and ask ... is it making money?


    I certainly don't feel a need to bash the 50 million viewers of professional wrestling. I'm sure advertisers are quite happy to capture the eyeballs of 50 million viewers.
    8 Sep 2012, 10:14 AM Reply Like
  • Liking Pandora, the service (I do) is one thing. Liking Pandora, the stock is quite another. I've bought and sold it a couple times, but I'm not convinced of their long term prospects. If they turn belly up I don't want to be missing my money as well as the channels I've set up.
    7 Sep 2012, 01:45 PM Reply Like
  • Kml, free is always popular example Facebook.
    7 Sep 2012, 02:13 PM Reply Like
  • what does pandora do that is different ?
    7 Sep 2012, 07:02 PM Reply Like
  • You definitely have not used the service; but in case you were genuinely asking; it's a service that tailors what you hear based on your taste and selections. You usually start with a "seed" of a song or group you like, then it intelligently plays things similar or based on your overall tastes in music.


    The stock sucks though; and I wouldn't recommend it to anyone personally; but there seem to be two distinct conversations going on throughout this thread......the service is actually quite remarkable, but the stock is not.
    11 Sep 2012, 11:26 AM Reply Like
  • Sure, sure the service is very good ... but that, the company serves only the service to be good? I think not .. more questions ... is profitable music business? I think the thread is very fine, or you're doing very well with the music or you sink. Lots of illegality in this area. Also as I said above, the Pandora service is so limited that it does only in one country.
    And on top of that, Apple gets in competence. I think Pandora would expect more bad than good.
    11 Sep 2012, 12:47 PM Reply Like
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