Joe F.'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/168708/comments http://seekingalpha.com/article/113004-sirius-xm-an-equity-adrift?source=feed#comment-345914 345914
The shorts and hedgies step on it and can't put it out; the NAB jumps up and down over and over, and yet it still glows.

Eventually they all leave thinking it will burn itself out.

Then the wind picks up just a bit, it dosn't rain for a few days and some leaves start to fall. The forest is dry.

You all know how the story ends, especially y'all from California.

Siri can ignite. No one has put it out yet. It ain't over till it's over and it only takes one small glowing ember to burn down an entire forest.]]> Sun, 04 Jan 2009 21:38:45 -0500
The shorts and hedgies step on it and can't put it out; the NAB jumps up and down over and over, and yet it still glows.

Eventually they all leave thinking it will burn itself out.

Then the wind picks up just a bit, it dosn't rain for a few days and some leaves start to fall. The forest is dry.

You all know how the story ends, especially y'all from California.

Siri can ignite. No one has put it out yet. It ain't over till it's over and it only takes one small glowing ember to burn down an entire forest.]]> http://seekingalpha.com/article/97645-is-sirius-xm-a-buy-sell-or-hold?source=feed#comment-267576 267576
So they want to dilute any positives that are released.]]> Sun, 28 Sep 2008 13:13:15 -0400
So they want to dilute any positives that are released.]]> http://seekingalpha.com/article/95274-open-letter-to-sirius-xm-radio?source=feed#comment-254438 254438 Tell me the issue and volume.

Yeh, I thought so.




]]> Sun, 14 Sep 2008 21:14:00 -0400 Tell me the issue and volume.

Yeh, I thought so.




]]> http://seekingalpha.com/article/95274-open-letter-to-sirius-xm-radio?source=feed#comment-254381 254381
My confucius comment for you. Respect everyone - fear no one.

]]> Sun, 14 Sep 2008 19:26:39 -0400
My confucius comment for you. Respect everyone - fear no one.

]]> http://seekingalpha.com/article/95274-open-letter-to-sirius-xm-radio?source=feed#comment-254355 254355 So crfceo and FNG take your plagerism shouts and stuff them in a sack.

I decided it needed more exposure and took the time to massage it a bit and post it here.

I've also sent this to Mel personally.

And as regards SL62's comments, the fact of the matter is, in order to entice people to want to refinance due convertibles, provide needed capital and go long the stock, SIRI needs a broad plan and they need to state what it is. They need to do this for the benefit of their current shareholders, the market and potential future consumers.

I'm not sure they have such a broad vision and can actually see the forest through the trees. In fact, they seem stuck on the minutia.
So again, Mel, what is YOUR vision? What is the future growth story?

I stand by what I have thought of and what I have printed.

'nuff said.]]> Sun, 14 Sep 2008 18:29:28 -0400 So crfceo and FNG take your plagerism shouts and stuff them in a sack.

I decided it needed more exposure and took the time to massage it a bit and post it here.

I've also sent this to Mel personally.

And as regards SL62's comments, the fact of the matter is, in order to entice people to want to refinance due convertibles, provide needed capital and go long the stock, SIRI needs a broad plan and they need to state what it is. They need to do this for the benefit of their current shareholders, the market and potential future consumers.

I'm not sure they have such a broad vision and can actually see the forest through the trees. In fact, they seem stuck on the minutia.
So again, Mel, what is YOUR vision? What is the future growth story?

I stand by what I have thought of and what I have printed.

'nuff said.]]> http://seekingalpha.com/article/91772-jim-cramer-s-unnecessary-beating-over-sirius?source=feed#comment-236074 236074
What happened to my comment? Don't make me post it again.
I see that you now can edit off the ones you really don't like.

EXCELLENT

Will you be getting a new haircut?

Ripped.]]> Thu, 21 Aug 2008 21:49:11 -0400
What happened to my comment? Don't make me post it again.
I see that you now can edit off the ones you really don't like.

EXCELLENT

Will you be getting a new haircut?

Ripped.]]> http://seekingalpha.com/article/90492-sirius-xm-2009-debt-is-a-non-issue-for-investors?source=feed#comment-228516 228516
And don't forget because they only issue the difference in cash those converted shares are then used to cover what the finaciers borrowed and shorted in the arb play. So it also actually adds buying pressure for a time.]]> Tue, 12 Aug 2008 09:15:44 -0400
And don't forget because they only issue the difference in cash those converted shares are then used to cover what the finaciers borrowed and shorted in the arb play. So it also actually adds buying pressure for a time.]]> http://seekingalpha.com/article/89987-sirius-xm-radio-good-quarter-average-call?source=feed#comment-226476 226476
I would expect that Mel kept some stuff under his hat and close to the vest for a reason.

They do compete with many others in the audio listening and subscription space and I'm sure they want to keep some of their strategies for organic growth and potential partnerships very quiet as a competitive advantage right now.

Aslo, having just cleared the FCC for the merger, I don't think they want to stretch their reach publically right now, though rest assured much is happening behind the scenes.]]> Fri, 08 Aug 2008 17:08:44 -0400
I would expect that Mel kept some stuff under his hat and close to the vest for a reason.

They do compete with many others in the audio listening and subscription space and I'm sure they want to keep some of their strategies for organic growth and potential partnerships very quiet as a competitive advantage right now.

Aslo, having just cleared the FCC for the merger, I don't think they want to stretch their reach publically right now, though rest assured much is happening behind the scenes.]]> http://seekingalpha.com/article/89679-satellite-radio-wall-street-isn-t-seeing-the-full-picture?source=feed#comment-224793 224793
Organic potential for Sat Rad includes not only immediate synergies and doubling of the subscribers via one entity, but also the following growth strategies extending across multiple verticals.

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011

9)

Also look for Sirius.TV which will be a show created for cable that covers Sirius, what it is up to and include special features.




]]> Thu, 07 Aug 2008 08:18:34 -0400
Organic potential for Sat Rad includes not only immediate synergies and doubling of the subscribers via one entity, but also the following growth strategies extending across multiple verticals.

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011

9)

Also look for Sirius.TV which will be a show created for cable that covers Sirius, what it is up to and include special features.




]]> http://seekingalpha.com/article/88805-satellite-radio-investing-made-simple?source=feed#comment-222043 222043
Each year, just based on the OEM auto channel alone they'll add about 2 million subs a year each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

]]> Mon, 04 Aug 2008 08:05:31 -0400
Each year, just based on the OEM auto channel alone they'll add about 2 million subs a year each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

]]> http://seekingalpha.com/article/87880-a-satellite-radio-giant-s-surprising-small-audience?source=feed#comment-221903 221903
"Professional portfolio managers won't touch this stock with other peoples' money. Why in the world would you buy it with your own hard-earned dollars?"


And we all know how well all those professional money managers do.

Watch them drive another hedge fund into bankcruptcy.

Yeh they know what side is up.

I make a living taking the other side of their sad trades.

With all their kings horses and all their kings men, oh vicar of viceroy, they can't even beat one man with one computer and a copy of barrons.

Let me post this again for you:

There's only one subscription media service with more than 18 million people today and that's comcast (from Mel's lips). There is only one radio company with more combined listeners today and that would be clear channel

Each year, just based on the OEM auto channel alone they'll add about 2 million subs each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

]]> Sun, 03 Aug 2008 23:03:04 -0400
"Professional portfolio managers won't touch this stock with other peoples' money. Why in the world would you buy it with your own hard-earned dollars?"


And we all know how well all those professional money managers do.

Watch them drive another hedge fund into bankcruptcy.

Yeh they know what side is up.

I make a living taking the other side of their sad trades.

With all their kings horses and all their kings men, oh vicar of viceroy, they can't even beat one man with one computer and a copy of barrons.

Let me post this again for you:

There's only one subscription media service with more than 18 million people today and that's comcast (from Mel's lips). There is only one radio company with more combined listeners today and that would be clear channel

Each year, just based on the OEM auto channel alone they'll add about 2 million subs each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

]]> http://seekingalpha.com/article/88553-sirius-xm-s-long-road?source=feed#comment-220673 220673
Two, Right now the combined company brings in 2 billion a year.

They add a minimum 1/4 billion each year at the current OEM penetration rate. They just cut their operating costs by just under 1/3.

At the current market cap they are trading at less than 1 time revenue.

And many of you make it sound like they have to pay the entire debt outstanding in one fell swoop or by next year or something.

All they have to do is control debt service which is not a problem even at the current run rate.

Now I want you to consider all of these additional facts:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011

If only half of these materialize it's still a monster future.

NO BRAINER!

'nough said.]]> Fri, 01 Aug 2008 17:44:18 -0400
Two, Right now the combined company brings in 2 billion a year.

They add a minimum 1/4 billion each year at the current OEM penetration rate. They just cut their operating costs by just under 1/3.

At the current market cap they are trading at less than 1 time revenue.

And many of you make it sound like they have to pay the entire debt outstanding in one fell swoop or by next year or something.

All they have to do is control debt service which is not a problem even at the current run rate.

Now I want you to consider all of these additional facts:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011

If only half of these materialize it's still a monster future.

NO BRAINER!

'nough said.]]> http://seekingalpha.com/article/88553-sirius-xm-s-long-road?source=feed#comment-220406 220406
So why would I opt for internet radio in the car. Any decent content would have to be subscriber based, or heavily advertiser sponsored.

So where is the real competition from that? Everybody prints this like they think internet radio is going to be able to offer everything and anything and they can do it for free.

Will never happen. So what's their competitve business model?

And it's guaranteed to cut in and out in temrs of reception. Internet nationwide mobile is 4 solid years away.

So put this away Gino.]]> Fri, 01 Aug 2008 13:23:53 -0400
So why would I opt for internet radio in the car. Any decent content would have to be subscriber based, or heavily advertiser sponsored.

So where is the real competition from that? Everybody prints this like they think internet radio is going to be able to offer everything and anything and they can do it for free.

Will never happen. So what's their competitve business model?

And it's guaranteed to cut in and out in temrs of reception. Internet nationwide mobile is 4 solid years away.

So put this away Gino.]]> http://seekingalpha.com/article/87870-sirius-xm-complete-merger-investors-still-blue?source=feed#comment-218941 218941
Here's some additional points.

According to Mel on CNBC this morning there's only one subscription service with more than 18 million people today and that's comcast. He also said there is only one radio company with more listeners today and that would be clear channel

Each year, just based on the OEM auto channel alone they'll add about 2 million subs a year each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

END OF STORY. ]]> Wed, 30 Jul 2008 22:55:59 -0400
Here's some additional points.

According to Mel on CNBC this morning there's only one subscription service with more than 18 million people today and that's comcast. He also said there is only one radio company with more listeners today and that would be clear channel

Each year, just based on the OEM auto channel alone they'll add about 2 million subs a year each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

END OF STORY. ]]> http://seekingalpha.com/article/87880-a-satellite-radio-giant-s-surprising-small-audience?source=feed#comment-218938 218938
According to Mel on CNBC this morning there's only one subscription service with more than 18 million people today and that's comcast. He also said there is only one radio company with more listeners today and that would be clear channel

Each year, just based on the OEM auto channel alone they'll add about 2 million subs a year each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

END OF STORY.]]> Wed, 30 Jul 2008 22:45:44 -0400
According to Mel on CNBC this morning there's only one subscription service with more than 18 million people today and that's comcast. He also said there is only one radio company with more listeners today and that would be clear channel

Each year, just based on the OEM auto channel alone they'll add about 2 million subs a year each paying roughly $120. That's an additional 1/4 billion of growth per year.

Right now, based on the current 18,000,000 subs they bring in over 2 billion a year and this doesn't factor in any of the growth from the following:

1)

Look for a Music library from the combined entity that dwarfs the itunes selections with minimal additional royalty arrangements. Look for high end tiers that will include 2 or 3 free downloads / month with your subscription. Library will be open to anybody for $.99 / song.

2)

Look for advertising revenues to bump up significantly given the 20 million audience and rising. Also look for 100% penetration, sooner rather than later, as OEM installs increase across the board.

3)

Watch for a clear strategy involving branding and a huge retail push across new hardware for the upcoming holiday season.

4)

This service will soon be re-invigorated on the desktop with new Operating System software.
OEM loaded this software will enhance the capture and delivery of streaming across devices such as the iphone and the new handsets from Nokia and Samsung, extending it's reach over multiple platforms.


5)

Look for this desktop software to include a Pandora like option, relative to the new library, that will be delivered via a streaming format. Structure will either be advertiser sponsored or subscription based.

6)

Be ready for Sirius to challenge Clear Channel, over time, relative to concert promotion and on demand broadcast of concerts nationwide. Both live and recorded. Look for them to include and share revenues with the artists regarding downloads of entire venues.


7)

Watch for expanded video offerings and GPS inclusion in new car installs.


8)

Look for expansion in Western Europe beginning with Britain in 2010 / 2011


IT IS A CASH COW THAT IS ABOUT TO CUT IT'S OPERATING EXPENSE BY JUST UNDER 1/3. IT HAS HUGE AVENUES FOR GROWTH BEYOND THE ALMOST GUARANTEED 10% / YEAR. EACH SUBSCRIBER FLOWS ALMOST COMPLETELY TO THE BOTTOM LINE GIVEN THE NOMINAL COSTS ASSOCIATED WITH HOOKING THEM UP AND DISTRIBUTING THE NETWORK TO A NEW CLIENT. THIS INCREMENTAL REVENUE WILL JUST PILE UP.

IF THERE IS ONE GROWTH STORY LEFT YOU ARE STARING IT RIGHT IN THE FACE! AN ABSOLUTE 10 BAGGER. ESPECIALLY BECAUSE EVERYBODY CURRENTLY DOUBTS IT.

END OF STORY.]]> http://seekingalpha.com/article/84979-radio-is-doomed-tear-down-the-broadcast-towers?source=feed#comment-206062 206062
You'll either have to pay for it or listen to comnmercials. Not bad if it's a radio station you like I guess.

Watch for a merged SAT RAD to offer all of this. Access to down loads) indeed, using free downloads to enhance certain subscription tiers; and also allowing for pandora type access on certain channels that users set for themselves.

In addition you'll get all the sat radio tier you subscribe to. You'll get a constant signal - nationwide. And it will scale to different hardware and platforms.

That is the niche you want to be in.]]> Tue, 15 Jul 2008 11:49:50 -0400
You'll either have to pay for it or listen to comnmercials. Not bad if it's a radio station you like I guess.

Watch for a merged SAT RAD to offer all of this. Access to down loads) indeed, using free downloads to enhance certain subscription tiers; and also allowing for pandora type access on certain channels that users set for themselves.

In addition you'll get all the sat radio tier you subscribe to. You'll get a constant signal - nationwide. And it will scale to different hardware and platforms.

That is the niche you want to be in.]]> http://seekingalpha.com/article/83088-why-did-satellite-stocks-head-north-friday?source=feed#comment-195232 195232 No law against having golf cart batteries in your car either.

Fact is, it isn't that far off for the sunshine states. It's happening now!

So I wouldn't be so dire.]]> Sun, 29 Jun 2008 12:29:59 -0400 No law against having golf cart batteries in your car either.

Fact is, it isn't that far off for the sunshine states. It's happening now!

So I wouldn't be so dire.]]> http://seekingalpha.com/article/83124-goldman-s-sirius-call-solid-thesis-poor-timing?source=feed#comment-195163 195163
Hello?]]> Sun, 29 Jun 2008 11:00:24 -0400
Hello?]]> http://seekingalpha.com/article/83088-why-did-satellite-stocks-head-north-friday?source=feed#comment-195161 195161
These cars travel up to 65 miles an hour and have very little maintenance engine costs.

If you get comcast internet go to the fan to see it in action.]]> Sun, 29 Jun 2008 10:58:05 -0400
These cars travel up to 65 miles an hour and have very little maintenance engine costs.

If you get comcast internet go to the fan to see it in action.]]> http://seekingalpha.com/article/83124-goldman-s-sirius-call-solid-thesis-poor-timing?source=feed#comment-195156 195156
You are such a very smart investor as is Mr. Stathis.]]> Sun, 29 Jun 2008 10:52:51 -0400
You are such a very smart investor as is Mr. Stathis.]]> http://seekingalpha.com/article/83124-goldman-s-sirius-call-solid-thesis-poor-timing?source=feed#comment-195142 195142
Slumping car sales are a back burner issue as penetration rates continue to increase and over any given period US car sales remain pretty constant with some years up and some down.
Mostly with a general bias up.

Also keep in mind that SDARS does not only go into american made vehicles. So I wouldn't over rate Ford and GM too heavily.

In any event, it really means very little as does the retail story until the issue of the merger is determined. You just can't mine the data for what it would mean going forward after a merger - period.

The i-pod story should not be overlooked. Sat rad on ANY portable device as part of a suscription becomes huge - especially for the Christmas season.

And, as I've always said, you will see a SDARS music library with subscriptions that include a set # of downloads per month with your subscription. This will be a huge marketing draw that I have seen no one mention at this point.

The NAB really does have a problem going forward as SDARS is destined to become ubiquitous. The recent i-pod story and the fact that it's making it into more and more cars everyday is driving the point home. The stocks got washed out with capitulation selling
and people are starting to understand that as well.

Upon the merger you'll start to see the forecasts ramp regarding all of the above. And the stock will climb as each and every brokerage firm will start recommending exposure to the industry for their clients.

There really will be some fireworks this July fourth. Count on it! ]]> Sun, 29 Jun 2008 10:36:30 -0400
Slumping car sales are a back burner issue as penetration rates continue to increase and over any given period US car sales remain pretty constant with some years up and some down.
Mostly with a general bias up.

Also keep in mind that SDARS does not only go into american made vehicles. So I wouldn't over rate Ford and GM too heavily.

In any event, it really means very little as does the retail story until the issue of the merger is determined. You just can't mine the data for what it would mean going forward after a merger - period.

The i-pod story should not be overlooked. Sat rad on ANY portable device as part of a suscription becomes huge - especially for the Christmas season.

And, as I've always said, you will see a SDARS music library with subscriptions that include a set # of downloads per month with your subscription. This will be a huge marketing draw that I have seen no one mention at this point.

The NAB really does have a problem going forward as SDARS is destined to become ubiquitous. The recent i-pod story and the fact that it's making it into more and more cars everyday is driving the point home. The stocks got washed out with capitulation selling
and people are starting to understand that as well.

Upon the merger you'll start to see the forecasts ramp regarding all of the above. And the stock will climb as each and every brokerage firm will start recommending exposure to the industry for their clients.

There really will be some fireworks this July fourth. Count on it! ]]> http://seekingalpha.com/article/83124-goldman-s-sirius-call-solid-thesis-poor-timing?source=feed#comment-195129 195129
How do you think internet radio beamed into cars will pay for the rights to broadcast their musical content? Do you think the artists and publishers are just going to let them do it for free once it becomes ubiquitous? How about other "prime" content, are they just going to produce it out of thin air?

Here's your problem, it going to cost them more money to establish it and they're either going to have commercials to subsidize content, or they are going to offer subscriptions. So it isn't the magic wand you are hoping for.

It's just going to be more radio with an inferior product.
It's also got an uphill battle and it's costs will be just as big.

End of story.


]]> Sun, 29 Jun 2008 10:23:45 -0400
How do you think internet radio beamed into cars will pay for the rights to broadcast their musical content? Do you think the artists and publishers are just going to let them do it for free once it becomes ubiquitous? How about other "prime" content, are they just going to produce it out of thin air?

Here's your problem, it going to cost them more money to establish it and they're either going to have commercials to subsidize content, or they are going to offer subscriptions. So it isn't the magic wand you are hoping for.

It's just going to be more radio with an inferior product.
It's also got an uphill battle and it's costs will be just as big.

End of story.


]]> http://seekingalpha.com/article/83088-why-did-satellite-stocks-head-north-friday?source=feed#comment-195123 195123
Slumping car sales are a back burner issue as penetration rates continue to increase and over any given period US car sales remain pretty constant with some years up and some down.
Mostly with a general bias up.

Also keep in mind that SDARS does not only go into american made vehicles. So I wouldn't over rate Ford and GM too heavily.

In any event, it really means very little as does the retail story until the issue of the merger is determined. You just can't mine the data for what it would mean going forward after a merger - period.

The i-pod story should not be overlooked. Sat rad on ANY portable device as part of a suscription becomes huge - especially for the Christmas season.

And, as I've always said, you will see a SDARS music library with subscriptions that include a set # of downloads per month with your subscription. This will be a huge marketing draw that I have seen no one mention at this point.

The NAB really does have a problem going forward as SDARS is destined to become ubiquitous. The recent i-pod story and the fact that it's making it into more and more cars everyday is driving the point home. The stocks got washed out with capitulation selling
and people are starting to understand that as well.

Upon the merger you'll start to see the forecasts ramp regarding all of the above. And the stock will climb as each and every brokerage firm will start recommending exposure to the industry for their clients.

There really will be some fireworks this July fourth. Count on it!]]> Sun, 29 Jun 2008 10:08:38 -0400
Slumping car sales are a back burner issue as penetration rates continue to increase and over any given period US car sales remain pretty constant with some years up and some down.
Mostly with a general bias up.

Also keep in mind that SDARS does not only go into american made vehicles. So I wouldn't over rate Ford and GM too heavily.

In any event, it really means very little as does the retail story until the issue of the merger is determined. You just can't mine the data for what it would mean going forward after a merger - period.

The i-pod story should not be overlooked. Sat rad on ANY portable device as part of a suscription becomes huge - especially for the Christmas season.

And, as I've always said, you will see a SDARS music library with subscriptions that include a set # of downloads per month with your subscription. This will be a huge marketing draw that I have seen no one mention at this point.

The NAB really does have a problem going forward as SDARS is destined to become ubiquitous. The recent i-pod story and the fact that it's making it into more and more cars everyday is driving the point home. The stocks got washed out with capitulation selling
and people are starting to understand that as well.

Upon the merger you'll start to see the forecasts ramp regarding all of the above. And the stock will climb as each and every brokerage firm will start recommending exposure to the industry for their clients.

There really will be some fireworks this July fourth. Count on it!]]> http://seekingalpha.com/article/82147-bearish-report-sends-satellite-radio-lower?source=feed#comment-189342 189342
It seems I know more than he does.

"Saw your dg today.

Can I ask you why you think the numbers over the last year would, in any way, have anything to do with the numbers post merger?

No one has been buying at retail because they don't know what to buy and because there has been zero marketing effort regarding it and very little dollars spent.

It's like comparing apples and oranges for you to say everybody has decided SatRad was the flavor of the day and now is not.

Let me also ask you about this. What kind of marketing muscle, aside from billions in cost savings, do you think the combined company will bring to market?

Let me give you a small example. Post merger watch for the combined entity to offer a subscription that offers SatRad with 3 free downloads / month from their new Music library service.

Watch that library and software become loaded onto the desktop as an OEM with Microsoft's new Op system.

Watch penetration rates of 100% on every new car over the next three years. And watch the deals with Nokia, Samsung and Motorola.

Even in light of your short sighted analysis, subscription rates increase each and every quarter. AND THAT IS WITH THE COMPLETE FOG OF THE MERGER!

Once that lifts the marketing message gets rammed home solidly. This xmas you will see SAT RAD re-invigorated.

Your analysis does not take any of this into consideration. You have not given enough weight to the pre -merger situation as it exists currently and how it has affected retail.

Essentially you've acted like the kid at the school yard who yells "Pig pile".

Your analysis is so lopsided and ill informed regarding the future plans for Sat Rad that your ultimate motives have to be questioned regarding all affiliations.

Are you tuned into how World Space would get folded into the post merger scenario and what is planned regarding Europe over the next 5 years as World space gets a new MO?

Of course you're not. You use the past as your crystal for the future. While your clout secures a self fulfilling prophecy that makes you right short term, you couldn't be more off base and ill informed about what a merged future means and will ultimately look like.

It's really not that hard to forecast. You should hire a futurist
because you can't seem to see the forest throught the trees.

But thank you, not since Elan was taken done to single digits has there been a pile on scenario like this that sets up the same
blast off. I'm on the other side of your trades big time.

Oh yeh, really nice quarter over there. . . keep up the good work and see how much more your firm can lose this year. Now there's a short!

Ripped.
]]> Fri, 20 Jun 2008 14:23:20 -0400
It seems I know more than he does.

"Saw your dg today.

Can I ask you why you think the numbers over the last year would, in any way, have anything to do with the numbers post merger?

No one has been buying at retail because they don't know what to buy and because there has been zero marketing effort regarding it and very little dollars spent.

It's like comparing apples and oranges for you to say everybody has decided SatRad was the flavor of the day and now is not.

Let me also ask you about this. What kind of marketing muscle, aside from billions in cost savings, do you think the combined company will bring to market?

Let me give you a small example. Post merger watch for the combined entity to offer a subscription that offers SatRad with 3 free downloads / month from their new Music library service.

Watch that library and software become loaded onto the desktop as an OEM with Microsoft's new Op system.

Watch penetration rates of 100% on every new car over the next three years. And watch the deals with Nokia, Samsung and Motorola.

Even in light of your short sighted analysis, subscription rates increase each and every quarter. AND THAT IS WITH THE COMPLETE FOG OF THE MERGER!

Once that lifts the marketing message gets rammed home solidly. This xmas you will see SAT RAD re-invigorated.

Your analysis does not take any of this into consideration. You have not given enough weight to the pre -merger situation as it exists currently and how it has affected retail.

Essentially you've acted like the kid at the school yard who yells "Pig pile".

Your analysis is so lopsided and ill informed regarding the future plans for Sat Rad that your ultimate motives have to be questioned regarding all affiliations.

Are you tuned into how World Space would get folded into the post merger scenario and what is planned regarding Europe over the next 5 years as World space gets a new MO?

Of course you're not. You use the past as your crystal for the future. While your clout secures a self fulfilling prophecy that makes you right short term, you couldn't be more off base and ill informed about what a merged future means and will ultimately look like.

It's really not that hard to forecast. You should hire a futurist
because you can't seem to see the forest throught the trees.

But thank you, not since Elan was taken done to single digits has there been a pile on scenario like this that sets up the same
blast off. I'm on the other side of your trades big time.

Oh yeh, really nice quarter over there. . . keep up the good work and see how much more your firm can lose this year. Now there's a short!

Ripped.
]]> http://seekingalpha.com/article/77568-xm-sirius-draw-merger-lines?source=feed#comment-168853 168853
So will they vote on what's proposed? Can they vote on the options.

Is it true that all that is needed is a 3 to 2 majority?

Is there a basis for the FCC to mandate loss of spectrum?

What would be the reasons sited to back up such a proposition.

Do XM and Sirius have an arena to defend a position that the FCC is stepping out of bounds from serving the mandate relative to this merger.

I can't believe, if the FCC rules on issues that are not really in their sphere, or if they rule in a way that is "justifiably" unreasonable, that Sirius and XM would not have recourse.

Otherwise the FCC would be acting in an Omnipotent fashion and where would the checks and balances be relative to this agency.

It can't be like the supreme court can it?

There has to be an appeal process relative to this agency,
but I guess that might have to work both ways if it was true.

Not for nothing, but it seems to me if they meet the workable options, that they may suceed with a 3 to 2 vote.
What is your read of the 5 members?]]> Fri, 16 May 2008 11:51:33 -0400
So will they vote on what's proposed? Can they vote on the options.

Is it true that all that is needed is a 3 to 2 majority?

Is there a basis for the FCC to mandate loss of spectrum?

What would be the reasons sited to back up such a proposition.

Do XM and Sirius have an arena to defend a position that the FCC is stepping out of bounds from serving the mandate relative to this merger.

I can't believe, if the FCC rules on issues that are not really in their sphere, or if they rule in a way that is "justifiably" unreasonable, that Sirius and XM would not have recourse.

Otherwise the FCC would be acting in an Omnipotent fashion and where would the checks and balances be relative to this agency.

It can't be like the supreme court can it?

There has to be an appeal process relative to this agency,
but I guess that might have to work both ways if it was true.

Not for nothing, but it seems to me if they meet the workable options, that they may suceed with a 3 to 2 vote.
What is your read of the 5 members?]]> http://seekingalpha.com/article/77365-sirius-xm-fcc-determined-to-establish-its-authority?source=feed#comment-168526 168526
Alot of what I see talked about here is outside what their decision must be based on.

Also, SAT RAD has a say regarding the outcome. Appeals may be brought regarding the decision and the FCC has to prove that they are in accordance with their mandate.

Otherwise it would be all about grease and politics. But even our government isn't that stupid. That's why we build in balances and it is why this takes so F*$%##g long.

News flash - according to their mandate there is no way the government can support a vote of NO regarding this merger with minimal terms. It can't be defended.

End of story.
]]> Thu, 15 May 2008 23:43:12 -0400
Alot of what I see talked about here is outside what their decision must be based on.

Also, SAT RAD has a say regarding the outcome. Appeals may be brought regarding the decision and the FCC has to prove that they are in accordance with their mandate.

Otherwise it would be all about grease and politics. But even our government isn't that stupid. That's why we build in balances and it is why this takes so F*$%##g long.

News flash - according to their mandate there is no way the government can support a vote of NO regarding this merger with minimal terms. It can't be defended.

End of story.
]]> http://seekingalpha.com/article/77001-a-look-at-satellite-radio-earnings-subscribers?source=feed#comment-167442 167442
Please tell me (I'm hoping you know) what the official mandate is regarding the FCC.

What exactly does it need to discern in order to rule on the XM / Sirius front. I understand the stuff about consumers. But what else is in it's sphere exactly relative to this merger.

Thank you.

Ripped.]]> Wed, 14 May 2008 11:12:42 -0400
Please tell me (I'm hoping you know) what the official mandate is regarding the FCC.

What exactly does it need to discern in order to rule on the XM / Sirius front. I understand the stuff about consumers. But what else is in it's sphere exactly relative to this merger.

Thank you.

Ripped.]]> http://seekingalpha.com/article/75766-8-proposed-minority-channels-good-for-radio-merger?source=feed#comment-162919 162919
163888 retired at 42. . .wow... what a country. Now go out and get a job and add some value to society instead of talking about gambling, going to vegas and buying and selling stocks like they were penny candy.

Here's a clue about the numbers you are so bent on studying. Every car manufacturer, bar none, is increasing availability of Sat Rad in more vehicles, across all model years each and every quarter.
Penetration of the technology will approach 100% accross all manufacturers as an option (if not standard) within 3 years.

There are more complimentary devices being created every year as well. All standing by to be introduced across all vehicles and other audio platforms. There are synergies you are not even capable of dreaming about and there is a future for SAT RAD that will dwarf your midget perception of what should really matter right now.

Think small and continue to be small. It wasn't that long ago when XMSR traveled from 4 to 40. There were other major cycles before that also.

Post merger there will be another bullish cycle as well, while you sit there and wonder why. You'll wish you could get it for $5.00 a share and it won't be available.

Keep studying the trees, oh great one, and miss the forest in front of your sad, retired face.

Again, later - as in much.

PA]]> Tue, 06 May 2008 16:59:01 -0400
163888 retired at 42. . .wow... what a country. Now go out and get a job and add some value to society instead of talking about gambling, going to vegas and buying and selling stocks like they were penny candy.

Here's a clue about the numbers you are so bent on studying. Every car manufacturer, bar none, is increasing availability of Sat Rad in more vehicles, across all model years each and every quarter.
Penetration of the technology will approach 100% accross all manufacturers as an option (if not standard) within 3 years.

There are more complimentary devices being created every year as well. All standing by to be introduced across all vehicles and other audio platforms. There are synergies you are not even capable of dreaming about and there is a future for SAT RAD that will dwarf your midget perception of what should really matter right now.

Think small and continue to be small. It wasn't that long ago when XMSR traveled from 4 to 40. There were other major cycles before that also.

Post merger there will be another bullish cycle as well, while you sit there and wonder why. You'll wish you could get it for $5.00 a share and it won't be available.

Keep studying the trees, oh great one, and miss the forest in front of your sad, retired face.

Again, later - as in much.

PA]]> http://seekingalpha.com/article/75766-8-proposed-minority-channels-good-for-radio-merger?source=feed#comment-162785 162785
I appreciate you taking one for me yesterday.]]> Tue, 06 May 2008 13:48:16 -0400
I appreciate you taking one for me yesterday.]]> http://seekingalpha.com/article/75766-8-proposed-minority-channels-good-for-radio-merger?source=feed#comment-162723 162723
Incidentally, I love the beard. it definitely adds some street cred.
But it looks like you've spent a lot of long nights up analyzing all the data.

Hey, I'm just adding some levity. Let's hope 16888 doesn't get all over my lily white in rushing to your defense again.

Although it did provide some entertainment watching all his mis-spelled posting rants.

You do an excellent job of getting us material Tyler and I really do appreciate what you find and post for us. Keep it coming!

Porcelain]]> Tue, 06 May 2008 12:51:26 -0400
Incidentally, I love the beard. it definitely adds some street cred.
But it looks like you've spent a lot of long nights up analyzing all the data.

Hey, I'm just adding some levity. Let's hope 16888 doesn't get all over my lily white in rushing to your defense again.

Although it did provide some entertainment watching all his mis-spelled posting rants.

You do an excellent job of getting us material Tyler and I really do appreciate what you find and post for us. Keep it coming!

Porcelain]]>