cos1000's Comments

October Auto Sales Look Positive for Sirius XM

Wed, 04 Nov 2009 23:57:24 -0500

pell.... how many times your ignorance.... wow..

On Nov 04 04:04 PM Pell wrote:

> Last time I comment on between the hedges to show his (And I have
> to say the word) Stupidity!
>
> AIG R/S changed the price to about $17 to $20 I can't quite remember
> exactly it could have been $13.
>
> BUT IT IS TRADING TODAY AT $36.
>
> THATS IT FOR YOU YOUR ARE DONE I WILL NO LONGER COMMENT ON ANYMORE
> OF YOUR POSTS.

Wall Street Takes a 'Wait and See' Attitude Towards Sirius XM

Tue, 03 Nov 2009 10:52:50 -0500

Johnny.... the math on the Dec 09 debt is fairly clear. The pushed 10% Bondholders out to 2011 in February / March to the tune of $172M. The snuck in the announcement of $179M being paid with the June 30th Notes Sold. That is $351M of a $400M Dec bond obligation paid, leaving $49M outstanding. There is also a $34M convertible due that has a convert rate of .69/share.... That may convert no one knows yet. They also have the $1.7M that will be paid for in cash. The convertible debt may cause further dilution of 49M shares or take some of their cash of the table. So it will either be a hit of $84M in cash or $50M and more dilution.... both are within range of the company to handle.... no drama, just business.....
> due in dec for Shares,look it up,i;m not doing it for you..they did
> FEB and dec bonds for shares exchanges before Liberty deal came along,only
> money due is 33mil and 1.7 mil.easily taken out in cash on hand...

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 14:51:41 -0400

1more4me.... sorry should say..... and not the R/S Authority

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 14:50:04 -0400

"Okay I may have offended you but I still believe there will too much other bad news (twisted news) during that time which may cool the iron even though the sword may be sharper."

Pell..... Not at all offended at all.... just not buying all the "cliches" and "metaphors"..... Between Irons being Hot, Twisted News, and Sharper Swords, I have not lost sight of the original debate.... I have given specific reasons why not to do a r/s, and when I think one would be appropriate to.... not offended or emotional about the discussion just do not agree with you.. or Brandon's take for that matter...

"1more4me".....
Check the 8K filing, April 29th... Yahoo, Edgar Online, SIRI. This filing and the R/S Authority was put into place to protect as a "poison pill" to prevent any change in Control or Ownership without the Authority of SXM's Board of Directors.

Item 1.01. Entry into a Material Definitive Agreement.
"On April 28, 2009, our Board of Directors (the “Board”) adopted a rights plan to protect against limitations on our ability to use our net operating loss carryforwards and certain other tax benefits (the “NOLs”) to reduce potential future federal income tax obligations. "

"The Rights Plan is intended to act as a deterrent to any person or group (an “Acquiring Person”) acquiring 4.9% or more of our outstanding common stock (assuming for purposes of this calculation that all of our outstanding convertible preferred stock is converted into common stock) without the approval of our Board."

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 13:39:31 -0400

Wow Pell..... so now.....

Missing Your Point = I Respectfully Disagree

"Cos you seem to be very text book intelligent but need to use a little more sense. This stock needs to be on the radar of all investors not just retail."

Again, maybe I'm missing your point but, with 3.8B shares issued, top 5 in Short Interest, and with every media hound on the Internet using is SIRI symbol to increase their per click traffic.... I think we have there attention... This is about the R/S. A Q3 r/s on that news may have the Iron only "Luke Warm" at best.... On News of Profit in 4Q and refinancing Toxic Debt, a point you seem to keep missing, will have the "Iron, Red Hot" in your century old analogy.

On Oct 13 01:15 PM Pell wrote:

> Sorry again COS you miss the point. We all know institution money can buy any stock with any value. The problem is most large institutions do not wish to waste expensive resources like their employees researching stock of that value that do not pay dividends. Large institutions are not day traders either. It's pretty simple. Cos you seem to be very text book intelligent but need to use a little more sense. This stock needs to be on the radar of all investors not just retail.
> The r/s will be a good thing followed buy continued earnings. But
> always "strike when the iron is hot"! Know that theory has held for
> centuries.

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 13:04:01 -0400

Money poured into this again..... is not the issue. I too have poured money in. I could care less about institutional investors at this time. There is nothing stopping International Retail Investors or for that matter Institutions from buying in to this Company right now and don't quote me how they can't buy any stock under a $5, or $3, because it is irrelevant. Most can and do. Go check the maffais.com report if you are wondering who. You can question motives all you want but, the debate with me has been about when not whether or not an r/s should occur... Don't pull the deflecting BS with me about motives... been here and around a long time... You'll need to do better than that to convince me.....

On Oct 13 12:54 PM Pell wrote:

> I love this stock and have poured a lot of my money into it. SiriusXM's
> stock has to hit $1 and sustain for 30 consecutive days. We all know
> that there are many investors who are not long and will take the
> profit the first day this stock hits $1. This stock is still a great
> investment but may only be this affordable for a period of time.
> Yes it will go over a $1 all by itself but it needs investors to
> maintain that value.
>
> I am telling all of you, SRIUS' best move is to use the first bit
> of good news to its advantage. This will not hurt you long positions,
> nor will the r/s. We need to get the attention of the large investors
> both internationally and institutionally and at a $1 a share with
> 3.9 Billion shares outstanding that will never happen. Never happen!
>
>
> So we need to sit back and hope as we all are predicting the 3Q numbers
> are good. Then we need to have a r/s taking more than 3 billion shares
> off the market. If profitability happens in 4Q and into 2011 we may
> see a 2 to 1 in our favor.
>
> I am starting to think that some of the positive SiriusXM posters
> here may have alternative motives. The US stock market will only
> have a short period to be extremely attractive to the international
> investor due to a weak US $. SiriusXM needs to capitalize on the
> first chance of good news. That is how the game is played. If they
> do not do the r/s after the first wave of good news they risk everything
> and that is our money.

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 12:53:41 -0400

"Your supposition about Q1 of 2010 and having to do the R/S at that time, is only that." should read:

....at that time would be bad,

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 12:50:46 -0400

Taking the emotional view out is how to best invest in this company's stock. With 75% of the shareholders being retail investors, what do you think will happen if they were to announce a R/S now? There would be a major sell of based on emotion.... Why do you think there will be a sell of at $1? Because of Retail Investor emotion. Your supposition about Q1 of 2010 and having to do the R/S at that time, is only that. The facts are that the company's bottom line performance is improving and there is no reason to think that will end in the near future. In the final analysis of when to do the r/s, it should only be done, First in the best interest of ALL Investors, not just those elite few holding shares to short the company, and Second, only if required to avoid NASDAQ delisting, which at this point in time has not been established.

"If It Bleeds It Leads", is great for cable television, the newspapers, and the "bazillion" web bloggers out there but, in the Board Room, sound fundamentals and the reality of the company's performance is what drives sound financial management.... In the end that is what will determine the Company's Stock Price... no some emotional and subjective view that depicts the "news" as favorable at this time. Go look up the News at this time and show me one favorable article in print to support your position. Headline in the media the day after the R/S: " Sirius Xm Radio Fails to Bring SP Over a Buck: R/S Only Hope At This Time" or "Investors Lose Again On Sirius Xm: Company Executes R/S To Avoid Delisting"..... What emotion will those headlines draw..??

On Oct 13 12:21 PM Pell wrote:

> Ok Cos but you are taking the emotional view out and media view out
> of the mix. If it bleeds it leads and waiting to 4Q is too close.
> Just think of all the bads new around that time. I hear it now, "poor
> xmas sales" unemployment hits 10, 2010 and we are still not out of
> recession and SIRIXM has a March 2010 delisting date because they
> couldn't hold the $1 share rice for 30 days.
>
> Although all those headlines could be twisted crap it is still headlines.
> XMas sales will be better but than last year but still below the
> norm that's how it will be reported, unemployment will hit 10 but
> guess what we all know that and yes it will be blown out of proportion,
> recession is still here but guess what it takes time but again that's
> not how it will be reported. And finally yes SIRIXM does have until
> Sept 2010 technically and although it did hit a $1 prior it was unable
> to maintain because there were huge profit taking from investors
> and that fact that they are now reporting good EBITDA will be lost
> in the mix. Why would they roll the dice otherwise? Take advantage
> of good news is the smart play.
>
> BUY BUY while we can afford. The split will happen on the first good
> news.

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 12:08:21 -0400

some things are just better off "dead".... not much insight here from what I can see...

On Oct 13 11:44 AM dead elvis wrote:

> Good Lord - whatever- Even Mel doesnt know what you just wrote
The
> putz ceo of enron didnt even know what zipcode the company was in.
> Do you really think that this Mel guy , this elder cigar smoking
> over tanned individual is knowledgable? No is the answer.
>
> Regardless of all that..stuff-The fundamentals of the company have
> been lost
>
> The premise- if you build it they will come- is a dead isssue
>
> The company is floating on their product at best.
>
> The questions during conference calls are lame and dont allow Mel
> to really state future guidance.
>
> So once again- just dumb- or dumb like fox?

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 12:07:20 -0400

Pell, no one can disagree that fewer shares are better..
Do not hang your hat on the third quarter just yet being the "Good News" your looking for. It is also a good thing that those who underwrite refinancing do not listen to the BS media to make their decisions... February would be a better time to announce an r/s with the refinancing of this debt.... The Q4 numbers will not have one time debt restructuring charges in them and growth to the top line revenue and subscriber numbers will be much better... To do it now, without the Q4 being realized and reported is bad management of this company's market capitalization. It takes risk to the SP way beyond what is needed at this point in time.... I am not buying it at this time..... I respectfully disagree with your timing on this issue...

On Oct 13 11:53 AM Pell wrote:

> Great points Cos but again there are way too many shares outstanding.
> There has to be a mid range solution prior to February 2010. Thats
> why I'm looking for SiriusXM to take advantage of good news from
> what we all hope is a 3Q income of -$.01 to + $.01. Waiting for negative
> press to those who do not understand the delisting info is a bad
> move. They need to act on good news not bad. The 2014 Bond Debt you
> refer may be easier to refi on good news not a looming bad news date.
> The reverse will happen when the good news comes first. Sometimes
> a lil common sense goes with investing. Your facts and delivery are
> fantastic but never negotiate with your back against the wall, Sirius
> will negotiate when they finally show good news. And that will be
> 3Q.
>
> And again fewer shares is a good thing. Sirius Long

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 11:40:30 -0400

The R/S is only advised after the Balance Sheet undergoes further restructuring, returning these lent shares back to the company, and attaining positive and strong Q over Q EBITDA. The returning of lent shares as outlined in my earlier posts also provides reverse dilution or a type of “share buy back” without paying for the shares. They just need to refinance the Bonds and pay them off in full. Other share buy back programs are prohibited because of “covenants” contained in other Note Agreements and can only be executed when all of these other debt issues are resolved….
In addition, understanding that these shares are not currently used in Company GAAP measurements such as EPS, but could be if interpretations of current reporting requirements change, is even more reason to remove them from the marketplace IMO…. Leaving these shares on the market will invite these "qualified entities", which are never you and me as Retail Investors, to Short the stock without any restraint, if the R/S is executed now.

Once this Debt is Removed, and the other Q over Q operating requirements have been achieved, giving the Company good momentum going into the R/S, I could fully endorse the action. Just in case anyone is listening or cares from the Company.......

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 11:33:32 -0400

For the purpose of providing some background to this "TOXIC Debt", information can be found by looking at the company's "The Share Lending Agreement”… Filings were made with the SEC in Aug. 2008, and reported in the Q3 reporting in the 10Q, in Nov. 2008. It was entered into with Morgan Stanley and UBS, London Branch as underwriters of the 2014, 7% Convertible Notes, for $550M. Two groups of shares were granted by Sirius so that the XM debt could be sold at the time of the merge. Xm Stock no longer existed, and Sirius Stock was on the Reg Sho list, so shares were scarce to borrow…. Convertible bonds come with the Bondholders “Shorting” the shares as a hedge and the first lot of 185M were lent for this purpose… once covered at any point in time by Bond Holders they are still available for the the purpose of shorting the equity… The second lot of 74M was more of an incentive, imo, to the underwriters for doing the deal, and were not tied to any Notes… they can be used to short the stock at any time… The price of all of these shares were “marked” at $1.50, and thus the precipitous drop after the merge in share price….. Its all in the Filings of Aug 2008…

When Should Sirius XM Implement a Reverse Split?

Tue, 13 Oct 2009 11:28:45 -0400

Brandon, Great article and it brings to the forefront the discussion of a R/S…. Too many “investors”, and with SIRI I use that term lightly, look at companies who implement this measure just prior to closing their doors and allow that fear to guide them. That is not the case for this company as you have pointed out and many of us know…

Unfortunately that is as much as we can agree on this point, because timing and balance sheet restructuring still have to take place, before a position of strength is realized going into the reverse split. The amount of outstanding shares really is irrelevant to the company’s capitalization or any investment house’s ability to invest in the company… That is roughly Mel’s stated opinion in an interview with David Faber, when asked about the r/s. Your quote about doing what is in the best interest of the shareholder is from the Annual Meeting legal speak and enforceable, when we all approved the r/s and extended its authority until June 2010.

Mel not the Board’s, integrity is on the line with his spoken, and committed to words, that the r/s would be used to avoid NASDAQ delisting. You and I know with that authority place, March 2010, is a technicality because a plan is already in place to get an additional 180 day extension from NASDAQ, bringing the “Drop Dead” date to September 2010, for $1 status and compliance. All that is needed is to approve a further authority extension at the May 2010, share holders meeting or if necessary accelerate the annual meeting to Feb 2010 to authority that goes beyond the Sept 2010, date.

Regardless of all that is known about the delisting technicalities, the company CANNOT execute a reverse split until they restructure the 2014 Bonds with 263M lent shares for the purpose of Shorting the company’s stock. I keep getting ignored on this point, but will not go away. Anyone who understand the fundamentals of this company cannot possibly support a R/S when the company has agreement out there for “Qualified Entities” to borrow shares Exlusively for the purpose of shorting the stock. So Please spare the “its a good time to do this because the fundamentals and financial results are positive” argument. The stock will tank before r/s, and in this case with your “Lowest SI” in recent history scenario, no need for shorts to cover before the split. So we will have REETs bailing, selling into the remaining shorts hands, and shorts with legally borrowed shares for the company, taking it down after the split.

Refinance this debt with decent terms, 9-11%, Senior Notes, and announce it when the company has very strong EBITDA, say Feb 2010, Q4 & 10K, and I am fully supportive of the R/S and will hold all the way through it and might even by some shares going into it taking advantage of all the “weak hands” selling out…. Would probably buy some “Put” insurance, but all would be good on the other side, IMO…
UN:D [1.7.0_948]

$2 Royalty Pass Along Is 'Sirius'ly Good Idea

Thu, 08 Oct 2009 09:05:24 -0400

This author has taken the time to present very useful information. Wow, in these days where rumors and half truths put on their lipstick and go out into the world as News, we have a rare breath of fresh air here. An author that can do the math and type too, while credit to this Company's Management for good financial sense.

The Motley Fool and TheStreet.com won't pick up a good piece of work like this, nor will the sinking ship previously admired and known as The Wall Street Journal. These hack organizations are to busy scrambling for ad and per click revenue to print facts, practically giving away their "so called" premium subscription services to uninformed consumers.

Its time for a change in who the Retail Investor looks to for real news and information on companies that their hard earned dollars are invested in. Promoting authors such as Jeffrey Mettel here is a good start. Keep up the good work and bring us the numbers good or bad.

Would TheStreet.com Be Worth More Without Jim Cramer?

Sun, 04 Oct 2009 22:20:00 -0400

I don't really understand how you can call these domain names "off balance sheet assets". They are part of the "Goodwill" and "Other Intangible Assets" on the company's balance sheet. With the last to quarters reported, Q4 2008, and Q1 2009, these "Assets" already suffered an Interim Evaluation Impairment Charge.... Bringing the Q4 quarter from $53.6M to a Q1, 2009 reported value of $30.4M. Although I realize that the domain names may still be worth something.... just saying there is definitely a problem with the current business model, in these dollar conscious times....

Inside Sirius Institutional Ownership

Wed, 19 Aug 2009 19:00:31 -0400

Hey folks,
Haven't been here for a long time and reading through all the posts here I can remember why I use to come here so often. Intelligent posters with good intentions....... even SIRI-Doom has, as he so clearly stated, his right to post his opinions... Normally that's fine but, in this case, with *-Doom, we are dealing with an obsessed individual who knows the facts.... or at least knows them as he interprets them. The rest is rather futile.... Engaging the *-Doom only furthers the obsession that this poster has with Mel and the management of the company most here who post, are invested in.... He / She or the Child that is *-Doom has knowledge of how the game works and I congratulate on that recent buy / sell trade..... (hands clapping) Now give us that info as it happens rather than your continuous antagonistic approach to being investors in this company. You are a shameless individual, who appears to take joy only from reading your own posts and the negative feedback that they embrace..... I hope that you do well and get some Sirius Help with your "hating" Mel issues.... For the rest here, who I know come for information and intelligent debate, utilizing the facts at hand, not "tea leaves" and "meaningless accusations" regarding management, I wish you all good luck on your trades.

Still with SIRI, Long and Strong, and as a friend of mine would say if he were here......"Runnnnnn Blue Dog Runnnn!"

Sirius XM Explores Used Car Market to Offset New Car Declines

Thu, 16 Jul 2009 06:38:01 -0400

Your kidding, right? Sirius Xm has been planting the seeds in OEM dashboards ever since they decided to partner up with GM, in the XM days, and Ford in the Sirius days..... They are simply starting to harvest investments made, planned, and counted on by both of these companies prior to the merge, and even more now that they have merged.... Two and Three Year leases, and owner turnarounds every two or three years for a new car are just starting to become ripe for the pickings by SXM... The economic and auto downturn has made demand grow as the existing car market ages on a frugal and worried consumer. Any sign of a recovery and the turnaround will increase new car sales, and flood the market with used cars all waiting to be turned on by a second generation owner. Look for much more to come, and much lower SAC as a result of Their Own good planning coming down the road here in the next few months....

On Jul 14 06:52 PM valuestocksonly wrote:

> I have been screaming the used car market for SIRI for 2 years. Now
> they finally are considering it. SIRI, i will offer my services CHEAP!

What a GM Bankruptcy Would Mean for Sirius XM Shareholders

Fri, 29 May 2009 17:06:02 -0400

This is what happens when a site doesn't have any moderators.... Rather than the comments becoming a discussion about the article and realities of the companies in question, it degrades to the IQ of an idiot who keeps changing his screen name.... Seeking Alpha Clean Up this BS......

Liberty Can Bring Multiple Leverage Possibilities to Sirius

Wed, 27 May 2009 08:45:34 -0400

Steve, with the economy in the tank and BK in their primary revenue driver's future, Chrysler & GM, it's understandable to see why the focus has been on the numbers for this Sirius Xm Radio. Some times its just hard to get around the facts on the ground... As you say though, there are a number of opportunities out their for synergies within the Liberty family of companies to assist and promote revenues in the future... Let's hope they arrive in time...

'Free' Should Not Be a Sirius Business Model

Fri, 22 May 2009 15:56:07 -0400

WOW this place has really turned to shat..... not an intelligent Basher among them... no comments about the merits of the article, just a bunch of idiots saying things like: " why pay for what I get for free"... and saying: "he spent a Billion to get that 605M" Geez, thanks for the detail on the financial situation Einstein.....

This is exactly why they should not give away their content.... and I agree that "Free" should not be SXM's business model.... All free does, without a hook, is give rise to Bashers like these idiots, saying how they tried it, didn't like it, Pandora and Slacker are better, and why should I pay SXM for what I get for Free..... The Company will only damage itself by providing these "Free Loaders" and opportunity to listen for nothing and then Bash from their experience.... No Thank You.....

There are many ways to create opportunities to give Free Trials while getting an upfront commitment from a potential longer term consumer.... With the new iPhone app around the corner offering a "Promotional Subscription" to New iPhone purchasers / customers to assist in the generation of new subscribers for Apple Wifi Compatible products and SXM is one way for the Companies to Partner in both of their growth opportunities... Giving the app free to existing SXM and iPhone users is another, with the internet feed cost being the additions cost to pay... Attracting new subs with a variety of promotional memberships to existing Apple Customers who sign on is an easy mechanism the gives "free trial" with some upfront commitment..... All this lets give it away for free for exposure, or lets put commercials on the free content is not necessary and stands to hurt the brand IMHO....

How Sirius Can Ensure Success for the New iPhone App

Fri, 22 May 2009 04:09:45 -0400

I don't know that giving away the service for three months is all that great an idea.... Yeah it gets the "free loaders" exposed to the service but, where's the hook? In the end the company needs paying customers in order to succeed and their are ways to get those iPhone users to subscribe... How about this...

1. Existing SXM Subscribers get the app for free and thanks for being our customer. They can use their existing internet feed at the 2.99 rate to cover the royalties.
2. New iPhone purchaser / customer gets 3 months free, with apple paying a reduced sub rate to SXM, say 1/2 price for the "Promotional Sub", helps get more Apple subscribers to their products... Sign up after that and 15 months for a year and we credit the app cost back....
3. Existing iPhone / Apple customer, pay for the application and get 60 days free... Sign up for month to month get an additional month free after 6 months and we credit the App Cost.... Other incentive plans available for longer terms...

I am not saying these are the only way to go but, the Content needs to maintained as the "Gold Standard" for audio entertainment just like Apple products are to their users. You just can't just give it away without some commitment from the consumer.. All the company needs is another group of "free loading" Bashers, who refused to sign on after the trial period because they were too cheep, I mean couldn't afford the service and are now preaching the glory of the "free services" like Pandora and Slacker with even louder voices... Also don't cheapen the content by running commercials... run the same premium content in all promotional periods, with only Up Sell advertising for SXM....

Free services like Pandora won't be around if they include expenses on their income statement called Royalties Paid to Artists... It's only a matter of time before their business model gets an adjustment to it and they won't be free either...

Apple's 3.0 Update Is a Sirius Game Changer

Sun, 17 May 2009 16:01:45 -0400

There will be a variety of ways that this relationship will generate revenue that goes almost directly to the bottom line.. Other than the split revenue agreement, whose details are yet to be known, advertising, & admin costs, the rest will drop to the bottom line. Some users will get the app and utilize their existing Internet Access, some will get the app and add internet access... These are existing subscribers. The rest will get the app., subscribe to the SXM content as a new sub or a add on multi sub with the internet access fee added in. In all cases the infrastructure is in place without a heavy capital investment... That's been made already by Apple and SXM. Apple provides the platform, SXM provides the Content and Both recieve revenues to their bottom line... I really do not see how this can lose ... Also there isn't anything that says this content cannot be made available with other platforms and companies... This is the direction that SXM is heading in as a Content Media Provider, not a technology company...

Apple and Sirius XM Partnership: Combined Strengths Too Big to Ignore

Mon, 11 May 2009 16:50:36 -0400

There streaming Internet...... not connecting to the satellite with iPhones...... so whats the significant technical issue again? My problem with this is that its great marketing but, I just don't see a significant increase in subscribers from the app... Internet royalties are currently very expensive in comparison to their current Sat. deal. Pandora is currently a thief like the early Napster site was... it will go away once the current court case is settled... and this "free" Pandora has to start paying their fair share to artists for using their music without permission....

Further as Brandon above pointed out, only non subscribers of satellite radio content would thing that Pandora and Slacker are a true apples to apples competitor.... not even close.....

On May 11 04:26 PM Charlie P wrote:

> There is a significant technical issue that makes an Apple / Sirius
> XM relationship unlikely. Apple IPod and I Phone usere would only
> be able to access the Sirius signal out of doors, and those divices
> would have to be equiped with some type of antenna. Communicating
> with a satilite reguires line of sight to the satilite. The 13 million
> IPods out there are simply not equiped to receive a satilite signal.
> If you have XM or Sirius now you have an antenna, its on you car
> or attached to the radio in your home.

Ad Supported Satellite Radio Possibilities

Wed, 29 Apr 2009 19:43:31 -0400

Soooo What's the Problem with trading this stock..... ?? Your sounding a little frantic..... like I was in the Fall.... but, now we have a decent trading pattern to make some money or gather shares on.... What's the Problem... sure there are other possibilities..... so what.....

On Apr 28 05:36 PM I'm Not Jim Cramer wrote:

> TRADE, TRADE, and above all, TRADE! It's not at all about whether
> you love it or not, it's about next week, or next month. The bottom
> line is that if you bought and held Sirius anytime before January
> of 2009 you are either underwater, or underground. That doesn't
> even mention the lost opportunities in not buying other stocks.
> Get six receivers and ten subscriptions if you want, but NEVER buy
> and hold on this stock for any significatn length of time.

Ad Supported Satellite Radio Possibilities

Wed, 29 Apr 2009 19:39:13 -0400

Well when you don't subscribe to the Service, this is the kind of "Dribble" you hear from die hard "I got to have my local Commercials", Terrestrial Radio supporters.... They tell it like they Want It To Be, because they know the end of FM days is near.... Stuck on a local station with static and blended stations as you pass into the next town... This is what You call a "Better Listening Experience". The rest of us just want to put on the MSNBC, Bloomberg, CNN, NPR, Talk Right or Left, Commercial Free Music Genres of Our Choice, while we drive Anywhere In the Country... Oh, did I mention that we can also listen to those same channels of music on the Internet on our Wifi Portable devices.... Oh well, Relegated to FM.... Keep Dreaming......

On Apr 28 08:43 PM coloneldebugger wrote:

> SIRI might as well fully assimilate themselves to FM since their
> music content and useless DJs have been there forever. The advantage
> XM and Sirius had over terrestrial was commercial free and unique
> content. Sirius took over XM and destroyed what was left of the
> unique content, now they're moving more and more toward giving up
> the commercial free advantage. The only thing they can offer better
> than FM today is live content like sports broadcasts.
>
> Full disclosure: XM subscriber for four years. Canceled last sub
> in Jan '09.

Ad Supported Satellite Radio Possibilities

Wed, 29 Apr 2009 18:37:51 -0400

mlongj, holding the Fort down I see....... Your right about the opportunities here with add based, free radio... I debated the idea over the weekend with Brandon on Satwaves, and was set straight that in fact the FCC understood the diverse nature of the marketplace when first licensing the SDARS industry / companies... Brandon did a great job in pointing out the open door to this possibility and the ability that it provides to introduce, at add placer's expense, consumers sat rad equipped in their cars, to the content available to them nationwide... By providing tiered offerings consumers will be able to get channel change free, nationwide programming, "free" or they can upgrade to a semi- premium to premium subscription depending on their individual tastes, commercial free...... For a fee they can get Music, Sports (All of Them), Navigation, Weather, Talk, oh and did I say Commercial Free Radio, on line, Wifi ready devices, .... need I go on..... And some here think Sat Radio is dead, Give me a Fracking Break...... Nice job with your postings and look forward to seeing you around...... set these bashers straight.....

On Apr 28 05:46 PM mlongj wrote:

> Ad supported radio possibilities are enormous going forward for SiriusXM.
> This would allow for additional revenue in the form of advertising
> dollars and would compete directly with the NAB. This is not a restrictred
> practice by the FCC, so it would be full of opportunities. Liberty
> is leading the way on many new initiatives with SatRad and we will
> be amazed as time passes as to what is unveiled. Never a dull moment!
>
>
> Long SiriusXM

Ad Supported Satellite Radio Possibilities

Wed, 29 Apr 2009 18:28:26 -0400

Not to squash your dreams too much and I always appreciate your enthusiasm but, the Satellite Radio network of satellites are licensed to operate on a very specific Licensed Band of frequencies.... In total they have 25MHz of Spectrum divided by the two companies, 12.5Mhz each... The Sats in Orbit cannot operate on any other frequency than what they were manufactured for and the Transponder / Repeater Network of Both companies has the same restrictions in technology.... They are assets at their current operating frequency levels, but only to them... Any other company, including Dish or Direct TV, cannot use their operating frequencies, ergo, satellites and repeaters at this time......

On Apr 28 10:11 PM BigVinnie wrote:

> My understanding is that liberty wants the XM satellites for more
> bandwidth of its HD programming. Liberty would want to extend most
> of its HD programming to a new 120HZ 1080 P signal, which can't be
> done with out the additional xm satellites. Most of directvs signal
> is only 60hz 1080i.
> It makes sense as a bargaining chip since liberty has 40% of stock
> that can be converted to asset at any time, which means they walk
> away with the XM satellites. This is just mere speculation,but I've
> been researching directv's new HD 1080P programming.
> All sirius really needs to keep, is the XM repeater netwrork which
> is compatible with sirius satellites.
> It's a win, win for both sirius/xm, and liberty. This stock is going
> to hit $3 in 2 years.

Ad Supported Satellite Radio Possibilities

Wed, 29 Apr 2009 18:21:17 -0400

BadCompany, When you get a license to drive to work an hour each way you will understand that MP3's have their place but, commercial free programming of current and past artists by genre are the way to go.... Not working all day, come home reprogram my MP3, spend some time with the wife and kids (OH I forgot you don't even have your license to drive yet) but, believe me, when these responsibilities are in your life, programming your MP3 and "texting" your friends, while playing Guitar Heroe, will move to the back burner.... That's when you'll get it.... In your car, listening mindlessly to the best programming available anywhere on the planet right now.... without interruption from someone trying to sell you a new mortgage, pharmaceutical (although you might need one right now), or some enlarging pill to make you Future Wife happy..... Good Luck Kid............ you got a lot of growing up to do.....

On Apr 28 02:07 PM BadCompany wrote:

> Sorry kids, satellite is a dated concept. When it was first introduced,
> mp3 players weren't the prevalent way to listen to music. Now, we
> can listen to all the music we want, commercial free, and we can
> also do our own programming, as opposed to some random programmer
> ramming his tastes down our throats.

Ad Supported Satellite Radio Possibilities

Wed, 29 Apr 2009 18:13:48 -0400

What a lying sack of shat that is..... just happened to buy at the absolute bottom and sell at the top.... go back to the yahoo board because the stuff is getting deep..... LMAO you idiot.....

On Apr 28 01:47 PM FloorHomo wrote:

> I am so glad that I sold all my 750,000 shares that I bought for
> a nickel and 7 cents for $.63 along with the rest of you. I would
> be kicking myself or even lying if I would have held them as I watched
> 40 % evaporate. Did anyone hold? ANYONE?

GM Restructuring Spells Sirius Gain

Tue, 07 Apr 2009 17:24:55 -0400

relmor, nice post my friend, nothing like bringing a few "facts" to bare a week attempt to diminish a company the INJC just trades for profit on the back of others good work and research... Now he's trying to take credit for his so called Predictions:

1) Sirius is beginning to see the future as a content provider, not a hardware company, as I predicted.

.... and I suppose your the one who came up with the phrase "Content is King" also... I guess you and Al Gore invented the Internet too....

2) They're trying to become a player through cell phones and the internet, because wi-fi, and wireless will make satellites obsolete for distribution of content, as I predicted.

This IS completely absurd... The company is Launching another State of the Art Satellite in June '09, (ahead of schedule) configured to broadcast across both company's licensed bandwidth.... and as always, capable of reaching where no current Wifi or 3G signal dares to yet go.... The satellite system is not becoming obsolete but, rather as a proven superior network, its just getting better...

The expansion of Superior Content into other platforms is just a good business decision. It give them maximum exposure of their Superior, Licensed and Royalty Paid, Content.... to those listeners who have had to listen to Pirated providers up to now who may soon go away if the courts and music industry have their Legal way with them... Stay tuned for announcements from Pandora and Slacker about their dyer future when Free is Free anymore on the Internet.

3) Also as I predicted MLB is leading the sports pack by offering direct competition to satrad by distribution of their content through cell phone apps because it is not barred by their contract with Sirius. I specifically told you that major league sports will not stay with satrad past the point in time that they become more effective distributers of their own content through cell phone and internet.
On Apr 07 11:13 AM relmar2003 wrote:

The Last I checked MLB, NFL, NBA and other major sports entities are still alive and well on Satellite Radio.... It is good business for these Sports Businesses to get as much exposure as possible, using all platforms available.. Satellite Radio is just another way that they can deliver their Sports Products to a welcoming consumer.. Also during this last check, XM still has MLB through 2012 with options in their contract to 2014... As a prediction I guess you might be as accurate as Broken Clock is, it does nothing and is right twice a day....

> Im Not Jim Cramer, I see your bad to lying. Yes, they have been
> positive EBITA. They achieved that prior to the merger even. Would
> have been all year in 08 if not for merger as well. Notice the merger
> related writedowns, and the added expenses of the merger, etc..
> Now that synergies are being realized, both companies will be positive
> EBITA ALL YEAR. Did I stutter? Dont think I did.Yes GM losing sales
> is GREAT FOR SIRIUS. Why? Well if you have 100 people buying a new
> car, and your worst contract is GM, and 5 people buy Ford instead
> of GM, but still buy, ITS MORE MONEY FOR Siruis. There, Jim, Did
> I stutter again? Or can you not read english. Or do you not understand
> basic math. Your 100 percetn wrong about sats being obsolute as
> a distribution mechanism. Ask DirectTV if they are abondoning their
> sats, and leasing Wifi towers.....LOL LOL Your making yourself
> look bad son. Why would you limit your distribution by using land
> based distribution when its cheaper in the long run and you get better
> feeds with sats? Get on board for the next leg up, you banked your
> profits on this leg, now stop wishing for sub .30 cents and just
> buy here. Remember who told you.