I think this was a good mive and don't even understand why AMTC could add to the SIRI bottom line because restraints, companies, etc.. could go directly to SIRI for the service. Hopefully SIRI doesn't have a clause in their retail contract limiting multiple listeners or prohibiting companies from using the service. Perhaps a loophole could be to include earplugs with the appetizer.
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.
Nothing would surprise me Brandon. This basically supports the trading strategy of doing exactly the opposite of what Cramer says. More ammunition for Cramer's indictment and his inevitable meeting with Bubba in the shower. Sooner or later he will be reeled in by soemone cutting a deal with federal prosecuters. His buddy Eliot can't protect him any longer.
Sirius Retail Sales Questions Left Unanswered [View article]
Brandon, 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.
GM's Discount Promotion Could Boost Satellite Radio Subscription Numbers [View article]
Come on guys.. Give the Cramer thing a break. He's a crook and everyone knows it.
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.
Mel Karmazin Comments on the Sirius/XM Merger [View article]
cos1000: 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.
Mel Karmazin Comments on the Sirius/XM Merger [View article]
I think at this point it would be better for Mel to remain silent until signifigant news is available. He's starting to come across like a used car salesman and there's no sense in repeating what has already been said over and over. It's time to put up, or shut up Mel, and BS only goes so far so lets start seeing the numbers and setting up some guidance.
Mel Karmazin Delivers in Mad Money Interview [View article]
A few things: 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
Satellite Radio: Betting on Used Cars [View article]
The blind SIRI longs are almost cult like and will never sell their shares. They will hold it down till a nickle if the shorts decide to take it that far. Should be an interesting pissing contest over the next few months.
SIRI can only be held back for so long before the rat race to cover will begin and there's a lot of money on the sidelines that will come into play if the price continues to fall. Expect some Form3s as some big players step up to the plate during the next 30-90 days. Satellites in the sky are big feathers for the caps of people you would never expect.
I scanned through this blog, or as it has become; a messge board, looking for the deadliest 2 words an investor can hear. "Reverse Split". Don't you think that a RS will solve all their problems?. You have to admit that shareholder's can't be pizzed off much more than they already have, so why not just pull a 10 to 1 RS, and get all the bad news out before moving on. Heck, in 5 or so years nobody will remember anyway. I've heard all the pros and cons of RS and have gone through a few myself and I can say that they don't work out for short term investers.
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Latest comments | Highest ratedMore Evidence of Sirius Stock Manipulation [View article]
Sirius XM Shorts Scrambling to Cover [View article]
Sirius XM Belt Tightening Begins [View article]
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.
Sirius XM Cramer Wars Part II [View article]
Sirius Retail Sales Questions Left Unanswered [View article]
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.
GM's Discount Promotion Could Boost Satellite Radio Subscription Numbers [View article]
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.
Jim Cramer's Unnecessary Beating Over Sirius [View article]
Cramer needs to go to jail and meet bubba in the shower.
What Will the Future Hold for SIRI-XM? [View article]
Mel Karmazin Comments on the Sirius/XM Merger [View article]
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.
Mel Karmazin Comments on the Sirius/XM Merger [View article]
Disclosure: Long SIRI
Sirius XM 2009 Debt Is a Non Issue for Investors [View article]
You scrub my post and leave this trash?
Time to close the thread
Mel Karmazin Delivers in Mad Money Interview [View article]
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
Satellite Radio: Betting on Used Cars [View article]
Sirius XM Radio Analyst Roundup [View article]
Thanks for the summary and updates.
Disclosure: Long
Sirius XM's Long Road [View article]
Disclosure:
Looking to buy