Sirius XM's Game Changer About to Rock [View article]
Me too!!! One system without all of the strange cords, bells and whistles to be added. I have a couple of boxes of old electronic junk-----except for one piece and that is my 1968 Sony Transistor Radio that still works. That is precisely what Siri/XM needs ---one unit.
On Aug 20 03:45 PM JamesPS wrote:
> I'm excited about the potential of the announcments, but I'm thinking > that the number of iPhone Owners without Sirius or XM already in > their car is limited. In other words, If you are paying out for an > iPhone, you probably drive a relativly new car with Sirius XM already > in it. > > What I am excited about is the possibiilty that that will announce > a pure Sirius XM boombox. One that doesn't require a plug in receiver. > I mean a pure and simple Sirius XM boom box! > > I'd also like to see a portable SiriusXM Assessory, so I could take > an iphone into a basesball stadium and listed to MLB when not in > my car.
Your point is well-made. Finish the current undertakings with Satellite while simultaneously moving into the WIFI 'ubiqitious'---------.
Most people, including myself, have little understanding of how and if WIFI will work consistently and efficiently or if Satellites and Wifi can interface with each other.
Regarding the marketing of the IPhone applications-------Dustin Hermes makes some excellent points. One step at a time .
To this I would ad for consideration that personalities wax and wain in the entertainment and political fields-----Stern has been the key personality responsible for Siri's present day sucess. Eventually there will be a new personality or several as Stern becomes the gray eminence as is beginning to happen with the late night television shows.
On Jun 21 12:10 PM winindthedust wrote:
> All true- but they would do well to provide some competition to "ubiquitous > wifi" first, by providing "ubiquitous satellite internet" first. > This is in their best interests. Make a mobile sat internet device > that connects to the iPhone. Allow it to tether. Allow it broadcast > a personal wifi hotspot. > > In the end, you are correct, but providing this service will help > get us/them get there faster, and make use of those satellites while > they have them. And who knows, maybe it will be profitable and win > out as part of the global wifi initiative?
Long Awaited Sirius XM iPhone App Available, Sans Howard Stern [View article]
Tyler, go to the internet and look at the come ons for the various market letters.
First they give you a little sampling by naming 3 stocks. Then the next is a full subscription for say 60 days------and yes you may cancel. Then the next is the year subscription-------all for the purpose of reading their analysis---their opinion--- right or wrong.
Siri is unique in this market----they don't need to give away the whole smear of stations as a sampling via the Apple application.
That's marketing, that's sampling the market------and yes I think SIRI/XM did it right.
Time for Sirius Action as Stock Faces Removal from Russell Indexes [View article]
Now is not the time to do a reverse split. A reverse split would simply play into the hands of more hedge funds shorting and doing naked shorting.
Those folks simply will continue doing what they know to do best------reverse split and the vultures will descend to take the price of the stock back down.
How many times have I and we seen this happen with stocks with reverse splits.
I just finished going over the Russell 3,000---there is no need for Siri/XM to be on the Russell 3,000 and be one of simply a consumer discretionary stock amongst 3000 other stocks.
I don't view Siri/XM as a discretionary stock----it is after all the only American company with the capabilities that it has------why hide it under that title.
Call it what it is------a Satellite Communications Stock that just happens to be the leader in bringing live radio to the consumer from the sky.
Apple's 3.0 Update Is a Sirius Game Changer [View article]
Why would Sirius/Xm have to be exclusive to the Ipod-----why not have contracts with Blackberry and any of the other companies who want to have access?
IPOD has been around for awhile-----why not keep options open for other combinations?
On May 17 12:18 PM iphonerulez wrote:
> But what makes this so special for Apple's iPhone? Sirius-XM could > just as soon go with RIM and the BlackBerry and get better results > since there are far more BlackBerrys on many more carriers. If that > was the case, why not go with Nokia since they're they have the biggest > global smartphone market share. Both RIM and Nokia would be willing > to build special models that would boost the image of Sirius-XM and > Apple would never go that far. > > So how is this just an exclusive for the iPhone? For all you know, > Microsoft may buy out Sirius-XM and keep it all for itself to run > on all WinMo devices and it's rumored Zune HD. > > I doubt if this is as big a win for the iPhone as you say it is. > Any of the iPhone competitors can build a Sirius-XM app for their > own respective platforms.
Serious Subscriber Decline Bodes Ill for Sirius XM [View article]
To Julia Boorstein:
I invite you to look at the caption you used for your writing and then to read the paragraph that you wrote.
"Serious Subscriber Decline Bodes Ill for Sirius XM 85 comments"
"The company, the result of a merger of Sirius Satellite Radio and XM Satellite Radio Holdings last July, has been struggling. And Thursday morning's quarterly results were worse than expected. Sirius XM finished the third quarter with 18.6 million subscribers, and while that's an increase of 3.5 percent from last year, it's also down by 400,000 from just three months earlier."
The company finished the 3rd Quarter with 18.6 million subscribers which is a "3.5 percent increase in 1 years time" in subscribers----this is an "increase "
Now, note that the decline in subscribers in percentage is ------ 400,000 divided by 18,600,000 Million and is equal to just 0. 021% of the annual total of 3.5 percent increase in a year's time.
Is that really a "serious decline in number of subscribers"?
Please go back and consider your use of the word "Serious"-----is it accurate to call this a "Serious" decline. I think not.
This is hyberbole and appears to have been used to have a catchy headline for your article.
You are young and have a future--------don't fall into the trap of sensational journalistic headlines which is what you used either knowingly or unknowingly for the purpose of attracting attention to your articles for whatever purpose you intend.
Serious Subscriber Decline Bodes Ill for Sirius XM [View article]
The title of this thread is the kind of title that is meant to instill fear about a stock or company.
Siri/XM is an innovative American company and the only innovative company in America at this time----taking communications to the skies.
I haven't had a chance to read the full article----will be back later to read and assess why the author is so negative in titling her writing.------and comment further.
Rights and warrants are great vehicles for companies to utilize. In this case, it appears that Siri/xm is using the rights as a protective measure against a hostile takeover of the company----i.e. the poision pill.
While May 11th is the magical date of record for stockholders to receive these rights, what isn't clear to this writer is whether or not any stock bought on let's say-----May 12th or after will receive the rights. (
Another way of utilizing rights and warrants is for them to trade on the public market as a company's stock price increases and utilized as a vehicle for raising funds.
When a company needs funds but doesn't want to be beholden to a creditor this is a great way to go----I would seriously encourage the BOD of Siri/xm to consider this use of rights and warrants also.
Better to buy a stock that will increase in value at 50 cents than to buy a $50.00 stock that has peaked.
Having been through several major corrections, I find that one buys when nobody wants them----many of these under $5.00 stocks are just that.
While people ultimately lost $ in MCI-Worldcom when it crashed as MCI from $12.00 to about $1.00 a share----it was a buy------in the 1970's. Anybody who read Popular Science and had the guts to buy did well-----as Popular Science was where the technical info was about the telephone monopoly that was about to be broken up.
In addition to saying that cheap stocks are not always bargains as the author writes--------higher priced stocks may be overpriced and also not bargains.
Brandon , great research----I wondered about the same as you did--- "Yesterday was an interesting day for those invested in Sirius XM (SIRI). The stock began an amazing upswing which was met with some resistance following a Washington Post article that was written by an outfit called PaidContent.org. My initial reaction was to question who might have paid for such content to be published at that moment and I decided to look into it."
Sirius: RBC Urges Investors to Remain on Sidelines Following Latest Earnings [View article]
RBC is being cautious. The question I would ask RBC is when would you consider buying Sirius/XM stock?
The article indicates the number of subscriptions was lower than expected--------not surprising-------it's just now becoming spring and summer when people will be looking at the new offerings in autos which is a big part of Sirius market.
What will happen with Sirius I do not know-----one thing I do know is what a great market technician told me-----you buy when there is blood in the streets (figuratively speaking) ----------long term investors have been bloodied in this stock and numerous other stocks.
IMHO a lot of people have an unknown interest in bashing Sirius/XM-------the former founder, how many years ago?, obviously has a reason to not support the company as indicated in his/her article.
Barrington Sees Elements of Good News and Bad News for Sirius [View article]
Considering the past two years with the merger, I am amazed that the loss estimates are not greater.
With the negative remarks and writing that has surrounded the merged company. I fully expected disastrous losses. Not so----these losses are not the losses of several dollars per share that one often sees with companies headed for bankruptcy.
The one negative is the 15% interest rate-----I would like to see Sirs/XM and Malone rework this rate.
As Barrington Research noted / "SIRI plans to release Q4/08 and full-year 2008 earnings results on March 17, 2009, with a conference call to be webcast at 7:00 a.m. CDT. Our EPS estimates are for a loss per share of $(0.06) for the quarter and $(0.23) for the year. Consensus estimates are $(0.07) and $(0.30) for the same periods, respectively-----"
Whatever the loss I expect it will be received negatively by the analysts and press as they parse every penny---rather than focus on the favorable aspect of it not being greater.
Let the investors, traders and market decide----not the press and analysts.
Tyler, thanks for posting the info reg. Barrington's opinion.
Sirius XM: Media's Fear-Mongering Has Gone on Long Enough [View article]
Just plain skeptical ---------
Those who bash or pump Sirus/Xm in the media have an interest in doing so-----is it about competition and control. Do the main stream media bashers want to control Sirius/XM, the new voice of Americans that embraces free speech.
Well go back to the FCC hearings----we all know the story------and those players haven't disappeared. Due to those delayed hearings after DOJ approved the merger the merger was delayed for virtually no reason.
Now that the merger is over, the debt is being paid the the new company, Sirius/XM is a desirable entity.
In fact the new company is a challenge to mainstream media as it takes the conversation to the skies via Satellites.
This is both the old and the new frontier and those who bash in and out of the media know it.
Sirius/Xm investors via commonshares and bonds know that also----that's why we all invested in this company.
There is another entity that is very aware of the value of the new company---------those who politically wish to control the airwaves. While the Motley Fool guys raised the issue and then negated it, I would caution that is not a issue to be taken lightly.
The time to oppose that issue is now-----if you are concerned about Nationalization of this company or any company then start your phone calls now opposing the Naitonalization of this company and other companies.
Tuesday Trading May Bring New Life to Sirius [View article]
Many on this board worked, and I do mean worked hard, without pay to give Mel K. and Sirius and XM support in getting the merger approved.
For many reasons the merger was delayed----read my previous posts and you'll understand what shareholders were able to glean during the days of merger talks.-----as well as the posts of the others from the early days of merger talk.
What I would ask of Mr. Karmazin and of Mr. Malone is that they not take the road of least resistance which would be chapter 11 voluntary Bankruptcy. While it clears debt----it also leads to lawsuits that will last for years--------and I do mean years.
I would ask that they take the high road and the road less traveled by companies seeking to avoid debts and obligations------work to make the company solvent and profitable.
There is another option that I suggest that both consider-----going directly to the Sirius/XM common shareholders. There are many creative ways to solve the paying off of debt.
1.. Provide an incentive to the Common Shareholders issue and attach rights or warrants to the commonstock to trade either with the stock or to trade separately.
2. A Sirius XM---Radio Marathon/Auction to raise dollars to cover the debt to keep the music, shows and freedom of speech flowing. There are many ways to set this up-------it's done legally all of the time for charities and non-charities such as politics.
Just a few ideas that can be made to work.
Incidentally, Tyler thanks for starting this message board----it has been a gathering point for many intelligent and knowledgeable people.
Sirius XM's Game Changer About to Rock [View article]
On Aug 20 03:45 PM JamesPS wrote:
> I'm excited about the potential of the announcments, but I'm thinking
> that the number of iPhone Owners without Sirius or XM already in
> their car is limited. In other words, If you are paying out for an
> iPhone, you probably drive a relativly new car with Sirius XM already
> in it.
>
> What I am excited about is the possibiilty that that will announce
> a pure Sirius XM boombox. One that doesn't require a plug in receiver.
> I mean a pure and simple Sirius XM boom box!
>
> I'd also like to see a portable SiriusXM Assessory, so I could take
> an iphone into a basesball stadium and listed to MLB when not in
> my car.
New Sirius Revenue Sources [View article]
Most people, including myself, have little understanding of how and if WIFI will work consistently and efficiently or if Satellites and Wifi can interface with each other.
Regarding the marketing of the IPhone applications-------Dustin Hermes makes some excellent points. One step at a time .
To this I would ad for consideration that personalities wax and wain in the entertainment and political fields-----Stern has been the key personality responsible for Siri's present day sucess. Eventually there will be a new personality or several as Stern becomes the gray eminence as is beginning to happen with the late night television shows.
On Jun 21 12:10 PM winindthedust wrote:
> All true- but they would do well to provide some competition to "ubiquitous
> wifi" first, by providing "ubiquitous satellite internet" first.
> This is in their best interests. Make a mobile sat internet device
> that connects to the iPhone. Allow it to tether. Allow it broadcast
> a personal wifi hotspot.
>
> In the end, you are correct, but providing this service will help
> get us/them get there faster, and make use of those satellites while
> they have them. And who knows, maybe it will be profitable and win
> out as part of the global wifi initiative?
Long Awaited Sirius XM iPhone App Available, Sans Howard Stern [View article]
First they give you a little sampling by naming 3 stocks. Then the next is a full subscription for say 60 days------and yes you may cancel. Then the next is the year subscription-------all for the purpose of reading their analysis---their opinion--- right or wrong.
Siri is unique in this market----they don't need to give away the whole smear of stations as a sampling via the Apple application.
That's marketing, that's sampling the market------and yes I think SIRI/XM did it right.
Time for Sirius Action as Stock Faces Removal from Russell Indexes [View article]
Those folks simply will continue doing what they know to do best------reverse split and the vultures will descend to take the price of the stock back down.
How many times have I and we seen this happen with stocks with reverse splits.
I just finished going over the Russell 3,000---there is no need for Siri/XM to be on the Russell 3,000 and be one of simply a consumer discretionary stock amongst 3000 other stocks.
I don't view Siri/XM as a discretionary stock----it is after all the only American company with the capabilities that it has------why hide it under that title.
Call it what it is------a Satellite Communications Stock that just happens to be the leader in bringing live radio to the consumer from the sky.
Apple's 3.0 Update Is a Sirius Game Changer [View article]
IPOD has been around for awhile-----why not keep options open for other combinations?
On May 17 12:18 PM iphonerulez wrote:
> But what makes this so special for Apple's iPhone? Sirius-XM could
> just as soon go with RIM and the BlackBerry and get better results
> since there are far more BlackBerrys on many more carriers. If that
> was the case, why not go with Nokia since they're they have the biggest
> global smartphone market share. Both RIM and Nokia would be willing
> to build special models that would boost the image of Sirius-XM and
> Apple would never go that far.
>
> So how is this just an exclusive for the iPhone? For all you know,
> Microsoft may buy out Sirius-XM and keep it all for itself to run
> on all WinMo devices and it's rumored Zune HD.
>
> I doubt if this is as big a win for the iPhone as you say it is.
> Any of the iPhone competitors can build a Sirius-XM app for their
> own respective platforms.
Serious Subscriber Decline Bodes Ill for Sirius XM [View article]
I invite you to look at the caption you used for your writing and then to read the paragraph that you wrote.
"Serious Subscriber Decline Bodes Ill for Sirius XM 85 comments"
"The company, the result of a merger of Sirius Satellite Radio and XM Satellite Radio Holdings last July, has been struggling. And Thursday morning's quarterly results were worse than expected. Sirius XM finished the third quarter with 18.6 million subscribers, and while that's an increase of 3.5 percent from last year, it's also down by 400,000 from just three months earlier."
The company finished the 3rd Quarter with 18.6 million subscribers which is a "3.5 percent increase in 1 years time" in subscribers----this is an "increase "
Now, note that the decline in subscribers in percentage is ------ 400,000 divided by 18,600,000 Million and is equal to just 0. 021% of the annual total of 3.5 percent increase in a year's time.
Is that really a "serious decline in number of subscribers"?
Please go back and consider your use of the word "Serious"-----is it accurate to call this a "Serious" decline. I think not.
This is hyberbole and appears to have been used to have a catchy headline for your article.
You are young and have a future--------don't fall into the trap of sensational journalistic headlines which is what you used either knowingly or unknowingly for the purpose of attracting attention to your articles for whatever purpose you intend.
Sirius Investors Should Note Liberty Media's Conference Call Friday [View article]
Why are you advocating selling. And why should I do what you say.
I checked in on this board to see what Tyler had to say ----and here you are again saying, sel, sell, sell.
Thanks-----please state your reasons clearly.
On May 08 03:52 PM wholesalecd wrote:
> This is just the beginning for several days to the downside. I would
> sell now and get back in at .25 to .30.
>
> JAY BOY BILLY
Serious Subscriber Decline Bodes Ill for Sirius XM [View article]
Siri/XM is an innovative American company and the only innovative company in America at this time----taking communications to the skies.
I haven't had a chance to read the full article----will be back later to read and assess why the author is so negative in titling her writing.------and comment further.
Is Sirius Up for Sale? [View article]
While May 11th is the magical date of record for stockholders to receive these rights, what isn't clear to this writer is whether or not any stock bought on let's say-----May 12th or after will receive the rights. (
Another way of utilizing rights and warrants is for them to trade on the public market as a company's stock price increases and utilized as a vehicle for raising funds.
When a company needs funds but doesn't want to be beholden to a creditor this is a great way to go----I would seriously encourage the BOD of Siri/xm to consider this use of rights and warrants also.
Cheap Stocks Aren't Always Bargains - Barron's [View article]
Having been through several major corrections, I find that one buys when nobody wants them----many of these under $5.00 stocks are just that.
While people ultimately lost $ in MCI-Worldcom when it crashed as MCI from $12.00 to about $1.00 a share----it was a buy------in the 1970's. Anybody who read Popular Science and had the guts to buy did well-----as Popular Science was where the technical info was about the telephone monopoly that was about to be broken up.
In addition to saying that cheap stocks are not always bargains as the author writes--------higher priced stocks may be overpriced and also not bargains.
Exercise your due diligence-----
Sirius XM’s British Invasion [View article]
"Yesterday was an interesting day for those invested in Sirius XM (SIRI). The stock began an amazing upswing which was met with some resistance following a Washington Post article that was written by an outfit called PaidContent.org. My initial reaction was to question who might have paid for such content to be published at that moment and I decided to look into it."
Thanks for helping us stay informed.
Sirius: RBC Urges Investors to Remain on Sidelines Following Latest Earnings [View article]
The article indicates the number of subscriptions was lower than expected--------not surprising-------it's just now becoming spring and summer when people will be looking at the new offerings in autos which is a big part of Sirius market.
What will happen with Sirius I do not know-----one thing I do know is what a great market technician told me-----you buy when there is blood in the streets (figuratively speaking) ----------long term investors have been bloodied in this stock and numerous other stocks.
IMHO a lot of people have an unknown interest in bashing Sirius/XM-------the former founder, how many years ago?, obviously has a reason to not support the company as indicated in his/her article.
Personally I'll bet on Mel and Malone.
Barrington Sees Elements of Good News and Bad News for Sirius [View article]
Considering the past two years with the merger, I am amazed that the loss estimates are not greater.
With the negative remarks and writing that has surrounded the merged company. I fully expected disastrous losses. Not so----these losses are not the losses of several dollars per share that one often sees with companies headed for bankruptcy.
The one negative is the 15% interest rate-----I would like to see Sirs/XM and Malone rework this rate.
As Barrington Research noted
/
"SIRI plans to release Q4/08 and full-year 2008 earnings results on March 17, 2009, with a conference call to be webcast at 7:00 a.m. CDT. Our EPS estimates are for a loss per share of $(0.06) for the quarter and $(0.23) for the year. Consensus estimates are $(0.07) and $(0.30) for the same periods, respectively-----"
Whatever the loss I expect it will be received negatively by the analysts and press as they parse every penny---rather than focus on the favorable aspect of it not being greater.
Let the investors, traders and market decide----not the press and analysts.
Tyler, thanks for posting the info reg. Barrington's opinion.
Sirius XM: Media's Fear-Mongering Has Gone on Long Enough [View article]
Those who bash or pump Sirus/Xm in the media have an interest in doing so-----is it about competition and control. Do the main stream media bashers want to control Sirius/XM, the new voice of Americans that embraces free speech.
Well go back to the FCC hearings----we all know the story------and those players haven't disappeared. Due to those delayed hearings after DOJ approved the merger the merger was delayed for virtually no reason.
Now that the merger is over, the debt is being paid the the new company, Sirius/XM is a desirable entity.
In fact the new company is a challenge to mainstream media as it takes the conversation to the skies via Satellites.
This is both the old and the new frontier and those who bash in and out of the media know it.
Sirius/Xm investors via commonshares and bonds know that also----that's why we all invested in this company.
There is another entity that is very aware of the value of the new company---------those who politically wish to control the airwaves. While the Motley Fool guys raised the issue and then negated it, I would caution that is not a issue to be taken lightly.
The time to oppose that issue is now-----if you are concerned about Nationalization of this company or any company then start your phone calls now opposing the Naitonalization of this company and other companies.
Tuesday Trading May Bring New Life to Sirius [View article]
For many reasons the merger was delayed----read my previous posts and you'll understand what shareholders were able to glean during the days of merger talks.-----as well as the posts of the others from the early days of merger talk.
What I would ask of Mr. Karmazin and of Mr. Malone is that they not take the road of least resistance which would be chapter 11 voluntary Bankruptcy. While it clears debt----it also leads to lawsuits that will last for years--------and I do mean years.
I would ask that they take the high road and the road less traveled by companies seeking to avoid debts and obligations------work to make the company solvent and profitable.
There is another option that I suggest that both consider-----going directly to the Sirius/XM common shareholders. There are many creative ways to solve the paying off of debt.
1.. Provide an incentive to the Common Shareholders issue and attach rights or warrants to the commonstock to trade either with the stock or to trade separately.
2. A Sirius XM---Radio Marathon/Auction to raise dollars to cover the debt to keep the music, shows and freedom of speech flowing. There are many ways to set this up-------it's done legally all of the time for charities and non-charities such as politics.
Just a few ideas that can be made to work.
Incidentally, Tyler thanks for starting this message board----it has been a gathering point for many intelligent and knowledgeable people.