longandshort

The Uncertain Future of Radio

FYI:
CCO= clear channel advertising
CCMO= clear channel broadcasting

Sirius XM Stock Action: Typical for Penny Land

Agreed.
Good recent example Conexant (CNXT). There will be an uptick initally after the RS but will head back down to penny stock status. SIRI investors are better getting out and investing in the broader market.


On May 20 08:27 AM underway wrote:

> RS has been the death knell for 90% of the companies that try it.
> There are exceptions (priceline.com for one). But, it's risky because
> the street usually attaches a negative view of the strategy and the
> selloff following RS causes the new, higher SP from RS, to drop like
> a rock, killing market cap. I hope the RS does NOT happen. Let this
> company move forward and show pos cash flow, and then profitability,
> and the SP will rise on its own. The only reason to RS is to maintain
> listing on NASDAQ. If SIRI can get over a buck on its own, no reason
> to RS. IMHO.

Sirius XM Has Long Term Staying Power

SiriusXMs founder says:
www.crunchgear.com/200.../

I have to agree. Using Satellites to deliver entertainment radio to individual subcribers is too late in the game. Our wireless and wireless earth based systems are cheaper and faster. The tie up with apple will work for apple device fans only, and provided they subcribe to 3G data plans. Edge and GPRS networks don't have the bandwidth.

Sirius needs to change their business model and deliver something new to a new audience, it needs to tap the world market, not just the US.

An iPhone With Satellite Radio - Gasp! Really?

I used to stream Sirius on my HTC windows mobile pda since 2006..thanks to geekstoolbox app Sirius WM5. It was great because it was a true mobile platform. BUT, it also proved that you must be on a 3G network to receive uninterrupted streaming data (slower networks work too but unpredictable). This also means a good battery lasts about 1 hour, maybe 1.5 hours to power 3G speeds...my battery lasts a max of 15 mins now when continuosly streaming.


So before we conclude that Apple could be a saviour...please remeber folks..the IPHONES even don't allow you to replace a battery...I'm not sure how long they hold a charge when new and continuosly streaming.

Also I don't see why the need for satellites anymore, since our mobile broadband network is pretty widespread and growing.

Positions: Sold Siri stock at a loss and quit Sirius a year ago..I was unhappy with the number of Non-Live shows days and an increase in Ads on Howard 100. Also there are tons of free music streaming sites out there with higer bit rates than Sirius.

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

Sirius needs to annouce something/anything to boost growth expectations... Its time to stick a satellite receiver chip into cell phones, we have GPS chips in cell phones alreadly. How about Sirius-Motorola???