kingfrogcash

STEC Revisited: Will It Go from Good to Great?

Great article. Thanks.
I thought the Cable TV vendors for VOD had a the software for their long tail. Newly released movies in RAM to old movies on disk.
Having OEM's qualify STEC isn't enough. Ordering the product cures all. Flash needs to be JBOD. Commonplace not specialized.

Liberty's Sirius Preferred Stake Expected to Be Spun Off

I think Liberty will do a tracking stock with SIRI preferred combined with Worldspace if he gets control in bankruptcy court. Gary Parsons would the perfect person to run the new Worldspace and eventually merge with SIRI for a world wide footprint. The extra authorized stock SIRI has will be used to pay the outrageous options to management as well as lure Howard to re-sign next year.

Liberty's Sirius Preferred Stake Expected to Be Spun Off

To me, "spun off" means another tracking stock that pays a dividend. Liberty is the king of tracking stocks.

CCUR: Unknown Stock, Huge Opportunity

I think your being a little generous on the cash from A/R since they also have A/P. They have either lost Comcast or at least won't be in their second generation upgrades. CCUR isn't unknown, they were dropped by the analyst community before the reverse split. The earnings press release and analyst calls are almost totally void of color on what made up their sales. By every indication they are late to the game for portability. Their one success is a video pump and it's unknown on how long they can ride it. At the last two vendor shows, they only had hotel suites instead vendor booths. They are being very secretive. Based on their history of the last 5 years, one may be more inclined to think, they have nothing rather than something.They had cut costs and have not increased R&D. Their main competitor Seachange (SEAC) has sales in the +40m per Qtr talks color big time while boasting offshore R&D.
Yet SEAC produces very little profit to their shareholders.
Investors quick to hear CCUR (before the current management team) say STEC was their vendor for flash. I would suggest you look at STEC instead of the VOD vendors for growth.

Sirius XM Gets Creative on YouTube

Unless it's just my PC's that have the SIRI cookies, it appears that SIRI is spending a lot with internet advertising.

Taking a Bite from SIRI's Apple Connection Enthusiasm

having SIRI/XM portable improves the retention and take rate of the OEM subscription. Subscribers feel they are getting better value for their monthly fee.