Isaac, Rotterdam, Holland

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10 Comments

    • Fri Feb 1st 16:42 PM | Rating: 0 0
      Commented on:
      Status Report: Respironics - Royal Philips
      Jh: would be nice if you took effort to comment on the content of the article as well -- or is that beyond your spelling capability?

      I think it is well and factually written and documents an unusual and inefficient delay in shuffling papers within the EU for such an enormous and largest ever 5-billion+ takeover by PHG.

      What do you think?
      Isaac

      PS I actually own and nightly use a Respironics CPAP, stopping my sleep-apnoea!




      View article »
    • Fri Jan 25th 09:30 AM | Rating: 0 0
      Commented on:
      8 Satellite Radio Merger Points
      Tyler, good article.

      Now, Mr Schaeffler is/was paid by NAB, so we may not question his objectivity as a researcher/analyst.

      His 'ping-pong' report effort was adamant proof.

      Second, in an almost classical erred way Mr S confuses medium and message. He must have read somewhere that 'the message is the medium' and optimistically followed that line of thinking.

      He chose to base his article on a fundamentally wrong supposition: the delivery method and went on to use an embarrassing parrallel to the wine industry.

      Maybe Mrs. Schaeffler presented him with the idea whilst complaining about the $ 2 to $ 3 pricerise?

      He shot himself in the foot and did not do NAB a favour with the article. KISS is not always right.
      View article »
    • Wed Jan 23rd 12:09 PM | Rating: 0 0
      Commented on:
      Sirus, XM Provide FCC with A-La-Carte Program Details
      Watch for the "FCC's Items on Circulation" list update Friday next after office hours:

      www.fcc.gov/fcc-bin/ci...

      Current version: 18 Jan 08; no trace of XMSR/SIRI

      No circulation, no decision.



      View article »
    • Wed Jan 23rd 09:04 AM | Rating: 0 0
      Commented on:
      Sirus, XM Provide FCC with A-La-Carte Program Details
      In my above post I forgot to add: read the actual .pdf doc, it makes great reading.

      fjallfoss.fcc.gov/prod...

      View article »
    • Wed Jan 23rd 07:56 AM | Rating: 0 0
      Commented on:
      Sirus, XM Provide FCC with A-La-Carte Program Details
      Excellent, calm & clear convincingly written piece.

      "The “Best of Both” Offerings Will Provide Consumers with An Option They Have Long Desired – Popular Programming From Both Satellite RadioProviders Available on One Radio and at One Price " section + the mixed offering options of XM and/or Sirius content is very elegant and convincing.

      Let's roll!
      View article »
    • Wed Jan 16th 16:30 PM | Rating: 0 0
      Commented on:
      Sirius, XM Satellite Radio: Good Things Come to Those Who Wait
      Just think of the tons of filematerial the DoJ requested and got: 6 million pages to study.

      I do realise it is important not to create a positive precedent for a
      merger which is alledgedly viewed as a monopoly.

      Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benefits for the consumer, their astonishing 17 Million Voluntary Subscribers!

      For years I had not studied anti-trust law and boy, what subject to read. However, it comes down to recognizing market power and monopoly power and cross-elasticity -- neither do apply in this case.

      In my view therefore a monopoly is 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or iPod or even cassette.

      Even if the happily merged companies nastily would up their charges to say $39.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!

      So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
      View article »
    • Wed Jan 16th 16:26 PM | Rating: 0 0
      Commented on:
      Stanford, Deutsche Bank Analyze Sirius/XM Merger Odds
      Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly.
      Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!

      For years I had not studied anti-trust law and boy, what subject to read.
      However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.

      In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
      Even if the happily merged companies nastily would up their charges to say $ 39.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
      So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.

      View article »
    • Wed Jan 16th 16:25 PM | Rating: 0 0
      Commented on:
      Stifel Outlines XM/Sirius Merger Issues
      Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly.
      Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!

      For years I had not studied anti-trust law and boy, what subject to read.
      However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.

      In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
      Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
      So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.

      View article »
    • Wed Jan 16th 16:24 PM | Rating: 0 0
      Commented on:
      Deutsche Bank Reports on Sirius Subscribers
      Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly.
      Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!

      For years I had not studied anti-trust law and boy, what subject to read.
      However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.

      In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
      Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
      So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.

      View article »
    • Wed Jan 16th 16:07 PM | Rating: 0 0
      Commented on:
      Satellite Radio Offers Attractive Secular Growth - Citi
      Just think of the file material the DoJ requested and got: 6 million pages to study. I know it is important not to create a positive precedent for a merger which is alledgedly viewed as a monopoly.
      Of course, there is this 10-year-old FCC limitation in that one company should not be able to control the entire sprectum. But that was 10 years ago. Moreover, it is a merger of equals, combining forces to obtain efficiency and benfits for the consumer, their astonishing 17 Million Voluntary Subscribers!

      For years I had not studied anti-trust law and boy, what subject to read.
      However, it comes down to recognizing market power and monopoly power -- both do not apply in this case.

      In my view therefore a monopoly 100% not the case -- as the strongest merger-opponent is the NAB: why would they worry, if not fishing in the same, wide pond? Cross-elasticity is the word; it is not as if radiolisteners have starved from entertainment before the SDARS were there... on the contrary: the market landscape has become so wide every consumer has a free choice of radioconsumption. If as a consumer you desire uninterrupted, ad-free reception and CD-quality throughout the country, driving from coast-to-coast of course you buy one, or two or soon: just one supplier of this service. If you can't or do not want to pay: fine, stick to good old FM or AM or CD or even cassette.
      Even if the happily merged companies nastily would up their charges to say $29.99/month , they would shoot in their feet as consumers still have a choice and would churn rapidly. This is not about about a milk-cartel!
      So DoJ, so FCC: this is 2008 go ahead, give the merger a greenlight and get back to bigger matters.
      View article »
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