pats

Sirius XM's New Brand Campaign Signals a Major Change in Direction

I've been sitting on 20,000 at ASP of .30. Good to see us moving above the 50 & 200 DMA

Apple, Internet Radio Will Not Cancel Out Satellite Radio

Gino
You missed my point. The WIFI standard is fixed point short range. The BCM4329 chip does not exist in any Iphone and your guess is based on a bunch of rumors. If you are going to discuss 802.11 standards, then you are talking fixed location not mobile. The 802.11 standard is more then capable of streaming high fidelity audio and video. Apple does not need to use FM to talk to the radio, most modern car radios have line in which allows the signal to travel via a wired connection. The FM would provide a convenience but I use my line in on my XM equipped car radio. The problem I have with your argument is you seem to have a very limited understanding of the network technologies, but you then conclude that satellite is superior and the other technologies will never close that gap. The reality is ATT network works great where they have decent 3G network coverage but they do not have the coverage of the satellite network. Most users could care less that the signal comes from Satellite or land based cell towers. The time window of opportunity for satellite is limited. The cell phone companies continue to build out their network coverage. Will they ever cover the whole world? No, but if an individual can get a decent cell signal in 95% of the places they travel, then most will skip the $12 per month charge unless the content is unique for the service. SIRI needs to build the user base and with the car market in the dumps and the economy they failed to grow the user base this quarter. I hope they succeed but to say satellite radio will succeed means they need at some point soon turn a profit. They have high fixed costs and need to add users since the marginal user adds very little cost. I wish you luck. I currently have a small position in SIRI 20K and much larger position in AAPL but I can't see myself holding the SIRI long term.

Apple, Internet Radio Will Not Cancel Out Satellite Radio

Dude
Do a little better research please before you publish. The Iphone moving in a car would not use 802.11n. That is a wifi fixed location standard. The Iphone uses the ATT 3G HSPA or 2G Edge network to move data. The cost of the data network is 30 per month unlimited data. Don't cloud your discussion with 100$ phone charge. I pay 9.99 for the phone on a family plan but what does that have to do with sat radio. On the current Iphone you can use a line-out via the dock connector. This provides minimal signal loss if your radio supports line-in. The FM you talk about would be for older model radio which are not equipped with line-in. I agree with your issues on buffering and stream quality, but I have listen to streams via Pandora and normally have no issues. The service is free not $12. The $ 30 data plan is a sunk cost if I want to get my email and surf the web so I now get streaming audio from all over the world for free. The quality is professional as I can stream about any station. Satellite may not be dead, but an Iphone can be a suitable replacement in all kinds of situations. As an example avid sports fans might subscribe to XM to get their fix of baseball. The Apple App store has a major league baseball app cost $10 and has streaming home and visit play by play. I can pay 10 for a season or about $70 for XM.