cos1000

Sirius XM On the Rise - Does Microsoft Want a Piece?

163888, I have taken no position on the Bail Out debate other than it is a distraction from the Sirius XM Radio situation. I choose not to debate politics or religion on these boards.

Sirius XM On the Rise - Does Microsoft Want a Piece?

163888, I am still confused that you would take offense at my statement of fact. The two nominees suspended their campaign schedules and flew to Washington for a meeting. That through the Bail Out negotiations into the Presidential Election and Politics, period. I did not comment on it being Democrat or Republican simply that it was now part of Presidential Politics, along with a litany of other events causing investors distress. Taking the phrase out of context simply confuses the intent of the meaning. This is what I said:

Credit markets have seized up, WAMU, just went under, and the bail out plan has been thrown into the Presidential election.

Sirius XM On the Rise - Does Microsoft Want a Piece?

163888, By the way, all fairness to every Sirius Long investor out there, even Mel said in his Wall Street Interview, (update), that he is aware that investors are no longer interested in what he says, but only in what he does. In that, February 09 debt is not done yet and he has time. He also said that they are looking to extend the credit facility in May 09, with the Banks that hold this Credit Line and we are still waiting for those details.

Sirius XM On the Rise - Does Microsoft Want a Piece?

163888. Good afternoon. What did I miss? You have me at a disadvantage. The only "Bail Out", or loan, I talked about was the auto industry cash by way of loan, $25 Billion @ 4% for manufacturing of energy efficient cars, that was passed during this other debacle going on in Washington.

Sirius XM On the Rise - Does Microsoft Want a Piece?

not Jim, who said anything about being a vertically challenged (short)....... fat bald guy. LOL! I read fat bald guy without a job.

Sirius XM On the Rise - Does Microsoft Want a Piece?

s162, Shorts, Burtbeck, are a necessary part of the market and legal shorting is relevant to marking to market the price of an equity and keeping "irrational exuberance" out of the SP. Its those "Naked Shorts" that I want to see go down. My not having a margin account and not having the "nature" to invest in failure may keep me a little less wealthy in cash but ,feeling good in spirit. Do not confuse my feeling good as a religion but simply a state of being.

Sirius XM On the Rise - Does Microsoft Want a Piece?

Burtbeck, congratulations on your windfall. Its so easy to take a comment out of context to prove your view. My comment was directed at looking at Sirius vs looking at the market conditions in general.

I am not arguing with the Tape, I am a Long investor who has improved his position in this company over time in the manner I described above. I refuse to have a Margin account because I do not want my shares lent to folks who are betting against my Long position and because I don't buy Stock on Credit. Again congratulation on your profits and time will tell on how my investment in this company plays out.

Sirius XM On the Rise - Does Microsoft Want a Piece?

s162, and I agree with your assessment of SP movement. It drifted around yesterday and the day before on low volume showing a lack of commitment to take it down. I was able to snatch 4000 shares this morning at .79 and .80 with the 3000 I sold at 1.06 last week. Now I will wait as time and business plan execution unfolds with a keen ear on the 2/09 debt Refi.

Sirius XM On the Rise - Does Microsoft Want a Piece?

Oh by the way.... the article above offers very little and represents more speculation of what might be. Microsoft? Apple? Google? Who Knows??

Sirius XM On the Rise - Does Microsoft Want a Piece?

Given the climate of Wall Street and Washington, DC on banking and brokerage credit leveraging abuse, it is easy to be pessimistic on any speculative stock and to be convincing. Credit markets have seized up, WAMU, just went under, and the bail out plan has been thrown into the Presidential election. These are not normal times for Wall Street or Main Street. Sometimes we SIRI investors are myopic in our view of the world and fail to look at the bigger picture.

All things are not Sirius XM Radio right now. On the bright side, although the Detroit bailout will not make money available at 4% to Sirius directly as a supplier, it will make that money available to the auto manufacturers for retooling of energy friendly autos. That makes existing auto capital available for other business lines, maybe a credit line to Sirius, maybe. Sirius will have a bad 3rd quarter and needs to solve the Feb 09 debt problem and will with help from its partners. Sirius pays its bills and is a growing revenue and free cash flow story. This is a tough partner to find in these days of financial woe. Bankruptcy at this time is out of the question because it fractures trust in the business model with Sirius' Partners and gives no reason for them to further invest in a failed model. They will not do this, not because of their loyalty to the common shareholders but because of the partnerships with Appollo, Honda, Ford, GM and Chrysler.

This is not a time or, should I say, this is the worst possible time for Mel to be out there talking about new products and programs. No one is listening. How many people heard about the $25Billion Auto Bailout, sorry Loan, at 4% yesterday? We need to get through the Politics of Washington and Wall Street before anyone will refocus on the Big Blue Dog. In a time perceived and real financial crisis it is not the time to waste advertising dollars on Sirius' new products and programs.

The Future of Radio Is Online

Gino....thank you for your comments. I hope our investment in Sirius is well placed and gives us a return x 3 for what we are being put through with the FCC delays. The evolution of technology, with Sirius not being the only stop along the way, is a statement that still dismisses the potential NOW for Satellite Radio. As much as you believe Internet Radio will be the Dominant force very, very, soon, you still haven't answered my questions about how, at what cost, who is subsidizing the radios, what OEM's are factory installing these devices, under what company will they be launched, etc. Your writing an article which right now is Science Fiction. Although I know full well that Science Fiction "Can" become fact, until you or someone can come up with the answers to the questions....your living in the land of "What If"

Goldman's Sirius Call: Solid Thesis, Poor Timing

Killerkaul.....do you hear someone trying to get our attention, the Vicar of what? Did I hear him say that The Oracle doesn't cheer lead his companies. He has one of the greatest shareholder annual meetings, touting his excellent management team and their successes every year, taking questions from his company's owners, shareholders, and given his vision of the business world and where it might be heading globally. Not a lot of numbers just a good feeling about the people he does business with and the products or services they provide. Warren should not be used by the Vicar to defame cheer leading the businesses that owners believe in, Blasphemy....Run Blue Dog Run!!!!!!

The Future of Radio Is Online

Plowboy....Please, before you even bother, spare me your lament that you are a satellite radio subscriber or investor. I would not want you in my foxhole, given the posts I've read from you defending Sirius.

The Future of Radio Is Online

Plowboy......I didn't think anyone was giving Gino shit. Obviously in his comments, neither did he. It's a debate about internet radio. More importantly it's an article that is tell readers that Satellite Radio is not going to be the top gun in the auto media market within five years. Conveniently this comes when satellite is being beaten up by NAB. So if you think that this article, and the author is doing satellite radio any favors by saying terrestrial radio is going to be dead and Internet Radio with be "Top Gun" your being foolish. This article is a ridiculous introduction of a technology, that the author himself admits, has no viable business plan. Excuse me, but Satellite Radio is soon to be "King of the Road" regardless of all this bullshit talk about Internet Radio. It doesn't exist in autos as a viable technology currently: PERIOD. I am currently heavily invested in SIRIUS and will defend this Company to anyone. It's my Company. It exists now. It provides consumers with a tremendous option to Terrestrial Radio. So EXCUSE MEEEE!!!!! For giving the author a F--cking Hard Time. Show me the BEEF or Shut the fup!

The Future of Radio Is Online

Bruce B......every median has a niche, local broadcasting is fine with certain demographics in certain areas of the country, where local radio exists. This is a big country geographically and satellite gets there where folks are starving for content. What your talking about is more of that home town "folksy feeling" that is lost on the national platform. So what. It's a choice. Most people know where the Hardware Store is and Know that there's a special going on at Pop's because of all the litter in their mail box. Local advertisers will keep your local radio station alive. This is an apples and oranges discussion.