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  • Status Report: Respironics - Royal Philips  [View article]
    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!




    Feb 01 16:42 pm |Rating: 0 0 |Link to Comment
  • 8 Satellite Radio Merger Points  [View article]
    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.
    Jan 25 09:30 am |Rating: 0 0 |Link to Comment
  • Sirus, XM Provide FCC with A-La-Carte Program Details [View article]
    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.



    Jan 23 12:09 pm |Rating: 0 0 |Link to Comment
  • Sirus, XM Provide FCC with A-La-Carte Program Details [View article]
    In my above post I forgot to add: read the actual .pdf doc, it makes great reading.

    fjallfoss.fcc.gov/prod...

    Jan 23 09:04 am |Rating: 0 0 |Link to Comment
  • Sirus, XM Provide FCC with A-La-Carte Program Details [View article]
    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!
    Jan 23 07:56 am |Rating: 0 0 |Link to Comment
  • Sirius, XM Satellite Radio: Good Things Come to Those Who Wait  [View article]
    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.
    Jan 16 16:30 pm |Rating: 0 0 |Link to Comment
  • Stanford, Deutsche Bank Analyze Sirius/XM Merger Odds [View article]
    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.

    Jan 16 16:26 pm |Rating: 0 0 |Link to Comment
  • Stifel Outlines XM/Sirius Merger Issues [View article]
    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.

    Jan 16 16:25 pm |Rating: 0 0 |Link to Comment
  • Deutsche Bank Reports on Sirius Subscribers [View article]
    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.

    Jan 16 16:24 pm |Rating: 0 0 |Link to Comment
  • Satellite Radio Offers Attractive Secular Growth - Citi [View article]
    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.
    Jan 16 16:07 pm |Rating: 0 0 |Link to Comment
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