ahcema

Ballmer Wisely Doesn't Overplay Microsoft's Hand

I *hope* MSFT buys AOL (minus the useless access business) making TWX go up. I have held that sucker for way too long now. :)

Sirius Opportunity in Satellite Radio

The Oracle raised several points that all of you SIRI fans have not even bothered to address. one of you has, haha, way too much money invested in SIRI to bother asking/answering questions such as ...

1. both companies have Lots of debt
2. loads of Capex for Sirrus to replace their ageing satellites
3. no profits, despite years of operation.(siri)
4. both, grossly overspent for content
5. proposed synergies from the merger are grossly overstated and will take years to obtain

Do you have any answers to any of these points are are you going to start calling me names now?

Sirius Opportunity in Satellite Radio

pcat is obviously not aware of kelly criterion. if you put 5% of your portfolio on a stock you are betting 10-9 that it will go up. if that is the confidence you have in your analysis, you are better off investing in S&P500.