omagod500's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/212820/comments http://seekingalpha.com/article/100224-the-most-dangerous-place-to-get-investing-advice?source=feed#comment-283925 283925 "Experience has taught me that the flip side of the panic coin is "opportunity." That's why, whenever I hear the word "crisis," I replace it with "opportunity": As in the "Greatest Opportunity Since the Great Depression.""

I have heard before that the Chinese symbol for opportunity and crisis are the same! just a factoid for everyone.....

]]> Thu, 16 Oct 2008 14:59:54 -0400 "Experience has taught me that the flip side of the panic coin is "opportunity." That's why, whenever I hear the word "crisis," I replace it with "opportunity": As in the "Greatest Opportunity Since the Great Depression.""

I have heard before that the Chinese symbol for opportunity and crisis are the same! just a factoid for everyone.....

]]> http://seekingalpha.com/article/99531-gm-chrysler-merger-could-be-very-interesting-for-sirius?source=feed#comment-281192 281192
Is the following situation an rough conceptual reflection (I fudged the numbers so they are not exact) of what is going on with SIRI and convertible bonds?

SIRI, trading at $2.25/share, needs cash to pay of some XM debt, which they needed to do to merge. They say "Hey we need some cash! Who wants some bonds??" At some points it becomes clear that they will not be able to obtain the necessary cash through standard bonds... their choices are to negotiate a ridiculous interest rate of offer a different type of bond with some other incentive for the bondholder... convertible bonds... Here is where I am cloudy...

A convertible bond is convertible into shares at some point? When? how does the $1.50 figure play into this? What happens if SIRI is trading at $0.50/share when they mature? What has all the mention of the $3.80 or some figure in that area that would be required to be met for something to happen?? Any help or explanations would be greatly appreciated!

RJO]]> Mon, 13 Oct 2008 09:30:03 -0400
Is the following situation an rough conceptual reflection (I fudged the numbers so they are not exact) of what is going on with SIRI and convertible bonds?

SIRI, trading at $2.25/share, needs cash to pay of some XM debt, which they needed to do to merge. They say "Hey we need some cash! Who wants some bonds??" At some points it becomes clear that they will not be able to obtain the necessary cash through standard bonds... their choices are to negotiate a ridiculous interest rate of offer a different type of bond with some other incentive for the bondholder... convertible bonds... Here is where I am cloudy...

A convertible bond is convertible into shares at some point? When? how does the $1.50 figure play into this? What happens if SIRI is trading at $0.50/share when they mature? What has all the mention of the $3.80 or some figure in that area that would be required to be met for something to happen?? Any help or explanations would be greatly appreciated!

RJO]]> http://seekingalpha.com/article/99531-gm-chrysler-merger-could-be-very-interesting-for-sirius?source=feed#comment-280667 280667 Sun, 12 Oct 2008 14:43:35 -0400 http://seekingalpha.com/article/98308-sirius-xm-s-bottom-line-could-get-a-boost-from-best-of-programming?source=feed#comment-272436 272436
health of financial sector as a whole---> availability of credit

Industry Penetration, Customer Sentiment, Auto Sales, Competition ---> Amount of Sirius cash and liquid assets ----> availability of credit (or hopefully ability to satisfy debt outright)

Industry Penetration, Customer Sentiment, Auto Sales, Competition ---> Improvement of Sirius's Cash Flow and Balance Sheet ----> availability of credit

Assuming the availability of credit or the cash to satisfy the long term debts as they become due is crucial to the survival of the firm as a stand alone company, I am sure there are more correlations and factors to be proposed. Thoughts?]]> Fri, 03 Oct 2008 08:23:01 -0400
health of financial sector as a whole---> availability of credit

Industry Penetration, Customer Sentiment, Auto Sales, Competition ---> Amount of Sirius cash and liquid assets ----> availability of credit (or hopefully ability to satisfy debt outright)

Industry Penetration, Customer Sentiment, Auto Sales, Competition ---> Improvement of Sirius's Cash Flow and Balance Sheet ----> availability of credit

Assuming the availability of credit or the cash to satisfy the long term debts as they become due is crucial to the survival of the firm as a stand alone company, I am sure there are more correlations and factors to be proposed. Thoughts?]]> http://seekingalpha.com/article/95893-don-t-believe-everything-you-hear-about-sirius?source=feed#comment-257336 257336
total financial system collapse = siri up

go figure....]]> Wed, 17 Sep 2008 16:59:29 -0400
total financial system collapse = siri up

go figure....]]> http://seekingalpha.com/article/94352-sirius-xm-merger-appeal-looks-groundless?source=feed#comment-248715 248715 ]]> Mon, 08 Sep 2008 16:33:31 -0400 ]]> http://seekingalpha.com/article/91772-jim-cramer-s-unnecessary-beating-over-sirius?source=feed#comment-234997 234997
"Everyone in here I hope has at least a diploma or G.E.D. equivalent so you should be able to spell at some degree."

- Spelling: A+
- Grammar: F]]> Wed, 20 Aug 2008 14:17:27 -0400
"Everyone in here I hope has at least a diploma or G.E.D. equivalent so you should be able to spell at some degree."

- Spelling: A+
- Grammar: F]]> http://seekingalpha.com/article/91348-cramer-continues-to-dig-a-sirius-hole-for-himself?source=feed#comment-233518 233518 Mon, 18 Aug 2008 19:15:50 -0400 http://seekingalpha.com/article/91317-whats-going-on-with-sirius-xm-stock?source=feed#comment-232497 232497 Sun, 17 Aug 2008 14:27:45 -0400 http://seekingalpha.com/article/89382-lehman-jp-morgan-weigh-in-on-newly-formed-sirius-xm-radio?source=feed#comment-224590 224590 Wed, 06 Aug 2008 21:56:47 -0400 http://seekingalpha.com/article/89111-sirius-stock-up-as-ceo-buys-two-million-shares?source=feed#comment-223648 223648 Tue, 05 Aug 2008 22:54:59 -0400 http://seekingalpha.com/article/89111-sirius-stock-up-as-ceo-buys-two-million-shares?source=feed#comment-223064 223064 Tue, 05 Aug 2008 09:55:58 -0400 http://seekingalpha.com/article/88798-sirius-xm-show-or-tell-a-rebuttal?source=feed#comment-222582 222582 Mon, 04 Aug 2008 15:29:00 -0400 http://seekingalpha.com/article/88798-sirius-xm-show-or-tell-a-rebuttal?source=feed#comment-222581 222581
I would get into more debates/arguments on these sights, but they too often just degenerate into personal insult contests.

]]> Mon, 04 Aug 2008 15:28:32 -0400
I would get into more debates/arguments on these sights, but they too often just degenerate into personal insult contests.

]]> http://seekingalpha.com/article/88553-sirius-xm-s-long-road?source=feed#comment-220721 220721
In fact, if someone is into video editing, I think a funny youtube clip would be the two somehow edited together.

And for those who say that Cramer doesn't affect the stock - this is a speculative stock. Like presidential elections, the single stockholder/voter holds little control over the strock price/election result, but it is how they flock that determines the outcome. And, Cramer and people like him affect these how the masses flock.

I wonder how much of the price drop can be attributed to the hoopla about a reverse split - when the whole thing was just a spin of a very politician-like answer by Mel Karmazin about the possibility.


]]> Fri, 01 Aug 2008 19:23:54 -0400
In fact, if someone is into video editing, I think a funny youtube clip would be the two somehow edited together.

And for those who say that Cramer doesn't affect the stock - this is a speculative stock. Like presidential elections, the single stockholder/voter holds little control over the strock price/election result, but it is how they flock that determines the outcome. And, Cramer and people like him affect these how the masses flock.

I wonder how much of the price drop can be attributed to the hoopla about a reverse split - when the whole thing was just a spin of a very politician-like answer by Mel Karmazin about the possibility.


]]> http://seekingalpha.com/article/88237-sirius-xm-radio-may-be-considering-reverse-split-so-what?source=feed#comment-219801 219801 Thu, 31 Jul 2008 22:17:13 -0400 http://seekingalpha.com/article/88234-what-the-sirius-xm-radio-future-may-hold?source=feed#comment-219540 219540 Thu, 31 Jul 2008 14:38:18 -0400 http://seekingalpha.com/article/87870-sirius-xm-complete-merger-investors-still-blue?source=feed#comment-218184 218184 Wed, 30 Jul 2008 08:48:38 -0400 http://seekingalpha.com/article/87335-sirius-xm-a-true-merger-of-equals?source=feed#comment-216852 216852 Mon, 28 Jul 2008 17:40:15 -0400 http://seekingalpha.com/article/87172-sirius-sm-merger-finally-approved-and-it-only-took-493-days?source=feed#comment-215120 215120 Sat, 26 Jul 2008 12:43:40 -0400 http://seekingalpha.com/article/87021-why-did-adelstein-reverse-his-position-on-the-siri-xm-merger?source=feed#comment-214899 214899 Fri, 25 Jul 2008 23:44:15 -0400 http://seekingalpha.com/article/87021-why-did-adelstein-reverse-his-position-on-the-siri-xm-merger?source=feed#comment-214071 214071
The FCC's handling of this merger has changed that.]]> Fri, 25 Jul 2008 07:46:29 -0400
The FCC's handling of this merger has changed that.]]> http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213635 213635
Working off memory - the landmark case is Chevron v. EPA, (pollution bubble case). More recently there have been many cases involving the FCC. The most important one (i think it was Brand X Cable v. FCC or something similar) involved the FCC's classification of cable modem service as an information service rather than a communication service for the purpose of the Telecommunication Act of 1996, which meant that the cable modem companies did not have to share their lines with smaller startups, as phone companied do. Brand X challenged the FCC's decision all the way to the supreme court and lost, if i remember correctly. I welcome any corrections.

The funny part is you can see that the FCC has a history of playing for the big guys (NAB) by beating down the small guys (SIRI) with their decisions.

I guess here (assuming Tate approves) supporters of sat radio should be please that they approved the deal at all.




]]> Thu, 24 Jul 2008 14:38:05 -0400
Working off memory - the landmark case is Chevron v. EPA, (pollution bubble case). More recently there have been many cases involving the FCC. The most important one (i think it was Brand X Cable v. FCC or something similar) involved the FCC's classification of cable modem service as an information service rather than a communication service for the purpose of the Telecommunication Act of 1996, which meant that the cable modem companies did not have to share their lines with smaller startups, as phone companied do. Brand X challenged the FCC's decision all the way to the supreme court and lost, if i remember correctly. I welcome any corrections.

The funny part is you can see that the FCC has a history of playing for the big guys (NAB) by beating down the small guys (SIRI) with their decisions.

I guess here (assuming Tate approves) supporters of sat radio should be please that they approved the deal at all.




]]> http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213502 213502 Thu, 24 Jul 2008 12:46:38 -0400 http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213474 213474
Is anyone else's receiver acting strange? Mine did the "updating channels" thing yesterday, which it has done once or twice before in the three years I have owned it - then it did it again today, and when it did it today it reset my reciever, and I lost all my presets and all artists and songs stored to memory...

Is it possible to add an artist or song without catching it on the radio and storing it to memory?
]]> Thu, 24 Jul 2008 12:26:50 -0400
Is anyone else's receiver acting strange? Mine did the "updating channels" thing yesterday, which it has done once or twice before in the three years I have owned it - then it did it again today, and when it did it today it reset my reciever, and I lost all my presets and all artists and songs stored to memory...

Is it possible to add an artist or song without catching it on the radio and storing it to memory?
]]> http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213397 213397 Thu, 24 Jul 2008 11:47:29 -0400 http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213283 213283 "XM-Sirius deal could be bad for consumers"]]> Thu, 24 Jul 2008 10:45:00 -0400 "XM-Sirius deal could be bad for consumers"]]> http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213276 213276
"Should I not trust the WSJ?" I'm sure you've heard this before - don't believe everything you read, even in the WSJ...]]> Thu, 24 Jul 2008 10:40:28 -0400
"Should I not trust the WSJ?" I'm sure you've heard this before - don't believe everything you read, even in the WSJ...]]> http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213239 213239 Thu, 24 Jul 2008 10:11:51 -0400 http://seekingalpha.com/article/86681-will-tate-approve-radio-merger-with-20-million-fine?source=feed#comment-213215 213215 Thu, 24 Jul 2008 09:58:03 -0400