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Sirius-XM: John Malone's 'Tony Soprano' Economics

Within the next 2 years we're going to see the emergence of satellite TV in every car, just like what happened to cable in the 1980's. The programming will explode Sirius into a profitable giant.IMO

Sirius-XM: John Malone's 'Tony Soprano' Economics

Even if 4Q numbers disappoint (you never know how wall street will react, they're so fickle), I believe 1Q 09 will be much better.They're generating revenue by renewing contracts at the old subscription price before march 11. I also believe that people that wanted to purchase a subscription but were afraid of bankruptcy(which makes no sense) will now buy.

Will John Malone Rescue Sirius XM?

It seems that the deal with Ergen is taking center stage and Malone is sitting tn the backdrop. I know there is bad blood between Mel and Ergen. Bloomberg TV just had a story about the lawsuit Ergen had against Mel in 2004 where he sued him for anti-trust offences. Apparently Viacom took 2 channels off of dish network and when angry customers called in they gave the customers Mels home number. Which IS kind of funny, but I think with Mels pride he would rather not do business with Ergen IMO.

Will John Malone Rescue Sirius XM?

BDP, I like your optimism and getting the SP over $1 would be an incredible feat. But I definitely see dilution happening sometime this year. Why wouldn't they do it???