jswede

Sirius XM: Ramp Up in Marketing of iPhone App Is a Positive Sign

what do you know? - Mel gives himself a $250k/yr raise for a job well done. I was wondering what the extra $150mil they borrowed was going to.

As I said last week, borrowing more and pushing the maturities out a few years does nothing except give Mel & Co another year or two to pay themselves huge salaries -- before it all crumbles under the massive weight of the debt. good job Mel.

Sirius iPhone Application Soars in Popularity

Sirius issuing MORE DEBT???? no..... impossible -- they are "out of the woods"; "stock is going to $10", "with Apple, they are unstoppable"...

over 10% for 5yr debt anyone?.... do I hear 12%?...

The 15 Most Cash Rich Companies

exactly -- there is a fee involved to get a rating. no reason to pay it if you aren't going to use it. I don't believe MSFTs rating is still valid. (they recently filed a shelf so may issue in near future)


On Mar 14 09:33 PM ChipsAhoya wrote:

> Companies generally have to have issued public debt to be rated.
> GOOG doesn't have an AAA rating because they aren't rated at all.
> MSFT actually did issue debt and that's why they have a rating. Apple's
> rating was withdrawn in 2004 and hasn't been updated since because
> there isn't really a need for it to be.

Sirius XM Coming to iPhone in Q2

satellite radio over wireless internet.... hhmmm.

A Good Time to Buy Apple

at $89, your share price breaks down as follows:

* $57.50 for the company and operations
* $31.50 for the cash on its balance sheet

As long as you have faith that management will invest the $28bil in cash wisely, you're buying a debt free, growing cash machine for under $60, closer to 10 P/E, if you care for that metric....

Their recent cash investments have been to create iTunes and Apple Stores... I feel pretty good about that cash.

Apple: Like Starbucks and Whole Foods, A Trend That's Past Its Prime

*** 200 people/shoppers in each store, should say

Apple: Like Starbucks and Whole Foods, A Trend That's Past Its Prime

pretty sure this guy has never seen the inside of an apple store. there's - on average - about 200 in each of (what?) 250 to 300 apple stores... at all times.

Can You See Apple Under $60?

southbeach's comment about a "reasonable buy at $40" is just INSANE. That would mean you are buying the company itself at around $10-12.... the other $30 bought you the cash on the balance sheet.

but it's already insane that it's at $80..... I think the author may be correct with the mid-$60s call... after the Jan numbers we start back up though - the deferred iPhone revenues will be huge.

Is Sirius XM Headed the Way of Old Radio?

"LOL You messed. You should have stayed out of this one JSWEDE. You see now every knows your just a troll, and will never listen to you again. "

>>> hilarious. anyway, just for the record, I've been talking about IR as potentially damaging competition for SR since the spring. Well before I heard any analysts talk about it. Ask Cos. Now several analysts, including permabull (since $8) Stifel are acknowledging it.

Is Sirius XM Headed the Way of Old Radio?

I really think you are too stuck in September 2008 in your analysis, 163888.... look forward... future.

Anyway --- I hear you - your comments/thoughts are not without merit, imo. just a difference in opinion about where this is going.

Is Sirius XM Headed the Way of Old Radio?

I don't disagree with your last post all too much, 163888. That is pretty much the current state... but it's all evolving. Listening to IR away from the house was fantasy a few years ago -- as of this summer, I do it all the time.... and I'll say again:

what's to stop anyone from creating an internet radio station and utilizing the exact same subscription/content platform as SiriXM?

Much of Siri's problems are that they had to build the infrastructure themselves -- at prices they locked into years ago, when that cost was much higher, and they are still deep in debt from it. IR doesn't have that problem at all - the infrastructure is built - and delivery over wireless improving by the month.

I am NOT saying IR is going to take over - certainly not anytime soon. I am NOT saying IR is a viable competitor as it stands TODAY.... I AM saying that Sat Radio will have competition going fwd from IR. and Sat Radio cannot afford even a little competition.

I concur with the author that eventually, IR will win.

Is Sirius XM Headed the Way of Old Radio?

"No specialty shoes, live concerts, sports, howard, oprah, mad dog, and those funny guys. The content will win out. "

>>> with no debt to deal with, why couldn't a competitor using internet radio pay for content?

Is Sirius XM Headed the Way of Old Radio?

I'm not saying "taking over", Relmor --- just saying that it's competition... however little bit it takes into Siri revenues, Siri cannot afford it...

Is Sirius XM Headed the Way of Old Radio?

my point about internet radio is not specific to any one company - Pandora is just an example - if they go away, there will be more and more

the point is that as the internet radio platform matures, there's no stopping anyone to step in and use the exact same subscription/content platform that SiriXM uses, only over internet radio. virtually no startup costs, no debt to deal with, and the hardware will be cheap.... with my laptop/iPhone, and soon standard in cars, I already have the "player"...

Is Sirius XM Headed the Way of Old Radio?

"Hence proof of this Pantora, and the exact reason they gave for having to shut their doors. "

>> just turned on Pandora on my iPhone. works just fine.