sailboat's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/236718/comments http://seekingalpha.com/article/96287-more-evidence-of-sirius-stock-manipulation?source=feed#comment-259554 259554 Fri, 19 Sep 2008 17:15:07 -0400 http://seekingalpha.com/article/92927-sirius-xm-shorts-scrambling-to-cover?source=feed#comment-241308 241308 Thu, 28 Aug 2008 23:13:49 -0400 http://seekingalpha.com/article/92738-sirius-xm-belt-tightening-begins?source=feed#comment-239855 239855
All kidding aside, it looks like SIRI alone spent more that 100 million last quarter related to sales/marketing and acquisition costs and belt tightening can add substantially to the bottom like. Sales/Marketing cost savings are one of the biggest benefits of the merger and it's good to see management digging deep to cut costs.
]]> Wed, 27 Aug 2008 07:38:17 -0400
All kidding aside, it looks like SIRI alone spent more that 100 million last quarter related to sales/marketing and acquisition costs and belt tightening can add substantially to the bottom like. Sales/Marketing cost savings are one of the biggest benefits of the merger and it's good to see management digging deep to cut costs.
]]> http://seekingalpha.com/article/92460-sirius-xm-cramer-wars-part-ii?source=feed#comment-238196 238196 Mon, 25 Aug 2008 07:27:11 -0400 http://seekingalpha.com/article/92111-sirius-retail-sales-questions-left-unanswered?source=feed#comment-236979 236979 I picture you as James Bond, doing undercover work for us investors and appreciate your efforts. As for the comments about lack of media blitz; I'm sure it's coming. It takes weeks to put commercials and marketing plans together and Mel has his hands full with financials at this point. I'm not up on the staffing at SIRI but their marketing group must think differently now, rather than focusing on competition with XM, they now have to find ways to convince the masses to spend the 13 bucks for something they can't get for free.

Off Topic:
Mel hasn't forgotten us. My feeling is he was taken off guard and thought the bad debt deal to get the merger done would be swept under the rug and the investment community would move on after a short while. Now that he sees the tremendous negative impact of the deal he made, he is going elsewhere for a better deal and will provide the details around Labor day. The only question in my mind is this enough to finally get the fire started under SIRI.]]> Fri, 22 Aug 2008 22:28:54 -0400 I picture you as James Bond, doing undercover work for us investors and appreciate your efforts. As for the comments about lack of media blitz; I'm sure it's coming. It takes weeks to put commercials and marketing plans together and Mel has his hands full with financials at this point. I'm not up on the staffing at SIRI but their marketing group must think differently now, rather than focusing on competition with XM, they now have to find ways to convince the masses to spend the 13 bucks for something they can't get for free.

Off Topic:
Mel hasn't forgotten us. My feeling is he was taken off guard and thought the bad debt deal to get the merger done would be swept under the rug and the investment community would move on after a short while. Now that he sees the tremendous negative impact of the deal he made, he is going elsewhere for a better deal and will provide the details around Labor day. The only question in my mind is this enough to finally get the fire started under SIRI.]]> http://seekingalpha.com/article/91934-gm-s-discount-promotion-could-boost-satellite-radio-subscription-numbers?source=feed#comment-236970 236970
I think more people are seeing tech as standard rather than a luxury option to vehicles and the number of cars getting Sirius radio and nav will increase. I consider myself very tech savvy buy wouldn't think of getting Sat radio or nav 2 years ago. Although I just purchased a car off the lot with standard FM/CD, I really want the factory installed option and so do most people I talk to. ]]> Fri, 22 Aug 2008 22:05:44 -0400
I think more people are seeing tech as standard rather than a luxury option to vehicles and the number of cars getting Sirius radio and nav will increase. I consider myself very tech savvy buy wouldn't think of getting Sat radio or nav 2 years ago. Although I just purchased a car off the lot with standard FM/CD, I really want the factory installed option and so do most people I talk to. ]]> http://seekingalpha.com/article/91772-jim-cramer-s-unnecessary-beating-over-sirius?source=feed#comment-236075 236075 Cramer needs to go to jail and meet bubba in the shower.]]> Thu, 21 Aug 2008 21:52:34 -0400 Cramer needs to go to jail and meet bubba in the shower.]]> http://seekingalpha.com/article/91091-what-will-the-future-hold-for-siri-xm?source=feed#comment-231572 231572 Fri, 15 Aug 2008 18:00:52 -0400 http://seekingalpha.com/article/90906-mel-karmazin-comments-on-the-sirius-xm-merger?source=feed#comment-230741 230741 I wasn't even referring to the title video because I can't view it, probably don't have the right media player. My point was made after watching Mel on Bloomberg, Mad Money, and the CC. His points are becoming played out and now it's time for the meat and potatoes. In his defense, I can understand how he avoided specifics due the discovery process of the merger and it takes time to unravel the books but a cocky attitude behind new veneers will only keep people's interest for a short while.

I don't want to be conceived as a Mel basher and think he now is aware of what needs to be done and will lay everything out after Labor day. In my eyes, he gained a tot of credability by leaking out the iPhone news, but this too will backfire if not clearly address when he speaks. I also like Mel's attitude and street smarts in dealing with the shorts and his respect for the shareholders of the company. After just coming off a 3 month session with Motorola, I understand the value of a pro active leader.]]> Thu, 14 Aug 2008 20:51:07 -0400 I wasn't even referring to the title video because I can't view it, probably don't have the right media player. My point was made after watching Mel on Bloomberg, Mad Money, and the CC. His points are becoming played out and now it's time for the meat and potatoes. In his defense, I can understand how he avoided specifics due the discovery process of the merger and it takes time to unravel the books but a cocky attitude behind new veneers will only keep people's interest for a short while.

I don't want to be conceived as a Mel basher and think he now is aware of what needs to be done and will lay everything out after Labor day. In my eyes, he gained a tot of credability by leaking out the iPhone news, but this too will backfire if not clearly address when he speaks. I also like Mel's attitude and street smarts in dealing with the shorts and his respect for the shareholders of the company. After just coming off a 3 month session with Motorola, I understand the value of a pro active leader.]]> http://seekingalpha.com/article/90906-mel-karmazin-comments-on-the-sirius-xm-merger?source=feed#comment-230650 230650
Disclosure: Long SIRI]]> Thu, 14 Aug 2008 17:36:22 -0400
Disclosure: Long SIRI]]> http://seekingalpha.com/article/90492-sirius-xm-2009-debt-is-a-non-issue-for-investors?source=feed#comment-229836 229836 You scrub my post and leave this trash?
Time to close the thread]]> Wed, 13 Aug 2008 20:50:48 -0400 You scrub my post and leave this trash?
Time to close the thread]]> http://seekingalpha.com/article/90490-mel-karmazin-delivers-in-mad-money-interview?source=feed#comment-229045 229045 JohnBoy, You sound like a bitter bagholder and I ask you that if you approached SIRI today, without your past loss, would you buy at this price.?...Damn right you would. suck it up and get on board before you miss the boat.

I also agree Capt lag and Scott that satellite radio today is similar to cable of 10 years ago. Years ago, people also said they will not pay for cable when they can get free TV. Have you listened to the trash on FM today, commercials every 3 minutes and a "block" of 5 interrupted songs is considered a rarity. People have had it with being bombarded by the sales pitch and hyped up DJs.

Satellites in the sky mean much more than music and new applications such as worldwire marine weather, navigation assistance, mass transit and commercial apps can generate considerable revenue as does the retail demand. SIRIUS XM is in a unique position with a lock on a super high tech market, unique product offerring and almost impossible market entry point for competitors
]]> Tue, 12 Aug 2008 21:57:34 -0400 JohnBoy, You sound like a bitter bagholder and I ask you that if you approached SIRI today, without your past loss, would you buy at this price.?...Damn right you would. suck it up and get on board before you miss the boat.

I also agree Capt lag and Scott that satellite radio today is similar to cable of 10 years ago. Years ago, people also said they will not pay for cable when they can get free TV. Have you listened to the trash on FM today, commercials every 3 minutes and a "block" of 5 interrupted songs is considered a rarity. People have had it with being bombarded by the sales pitch and hyped up DJs.

Satellites in the sky mean much more than music and new applications such as worldwire marine weather, navigation assistance, mass transit and commercial apps can generate considerable revenue as does the retail demand. SIRIUS XM is in a unique position with a lock on a super high tech market, unique product offerring and almost impossible market entry point for competitors
]]> http://seekingalpha.com/article/89991-satellite-radio-betting-on-used-cars?source=feed#comment-228139 228139 Mon, 11 Aug 2008 16:51:58 -0400 http://seekingalpha.com/article/90208-sirius-xm-radio-analyst-roundup?source=feed#comment-227296 227296
Thanks for the summary and updates.

Disclosure: Long]]> Sun, 10 Aug 2008 17:08:06 -0400
Thanks for the summary and updates.

Disclosure: Long]]> http://seekingalpha.com/article/88553-sirius-xm-s-long-road?source=feed#comment-220907 220907
Disclosure:
Looking to buy ]]> Sat, 02 Aug 2008 09:23:56 -0400
Disclosure:
Looking to buy ]]>