I'm Not Jim Cramer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/253016/comments http://seekingalpha.com/article/175896-janco-partners-arenson-resumes-sirius-coverage-discusses-pros-and-cons?source=feed#comment-788536 788536 Still, here's the number one problem for the stock, the huge abundance of shares. Nothing good will happen to the stock until that is solved.
In my opinion Mel should have taken his lumps in the up market of this year, rather than the down market coming for 2010.
I'm guessing this company will struggle to reach for $1.00 until March, and do the reverse then, because it won't make it. Congrats to everybody who made a ton of money this year in the stock, but don't be foolish. Buy puts now to cover what's going to happen next year, while the VIX is low and the cost cheap. Good luck!]]> Thu, 03 Dec 2009 11:19:34 -0500 Still, here's the number one problem for the stock, the huge abundance of shares. Nothing good will happen to the stock until that is solved.
In my opinion Mel should have taken his lumps in the up market of this year, rather than the down market coming for 2010.
I'm guessing this company will struggle to reach for $1.00 until March, and do the reverse then, because it won't make it. Congrats to everybody who made a ton of money this year in the stock, but don't be foolish. Buy puts now to cover what's going to happen next year, while the VIX is low and the cost cheap. Good luck!]]> http://seekingalpha.com/article/149701-why-radio-and-television-should-partner-up?source=feed#comment-597091 597091 Tue, 21 Jul 2009 17:33:16 -0400 http://seekingalpha.com/article/148936-microsoft-should-take-music-siriusly?source=feed#comment-589403 589403
tech.yahoo.com/blogs/p...

Microsoft isn't going to buy sirius, It's not the way they do business. If they bought yahoo they would not only get the search business, but yahoo's interest in Rhapsody as well which streams online music. Tha would make much morre sense for them.

This proposal brings up the main reason why I could never be a long term investor in sirius. Their technology has been superceded by the internet, and so there is no barrier to entry into their business. They do have big name content locked up temporarily, but as for the music, anybody can become their competitor through the internet.

What this means to me is that sirius can never make a profit, as they never have. It's like the landscaping business in that you never have control over your prices because competition is too fierce. Lots of people bring up this or that idea to add millions of subscriptions, but overlook the fact that sirius does not make money on their subscription rate right now. In order for them to survive, they would have to not only raise the subscription price right now, but also in anticipation of paying more to keep their exclusive content like Howard and major league sports, as those contracts become due. Combine those increases, with the capital costs for satelllites which their competitors don't have, and of course the huge interest payments, and I just don't see any reasonable path to profitability.]]> Wed, 15 Jul 2009 14:21:02 -0400
tech.yahoo.com/blogs/p...

Microsoft isn't going to buy sirius, It's not the way they do business. If they bought yahoo they would not only get the search business, but yahoo's interest in Rhapsody as well which streams online music. Tha would make much morre sense for them.

This proposal brings up the main reason why I could never be a long term investor in sirius. Their technology has been superceded by the internet, and so there is no barrier to entry into their business. They do have big name content locked up temporarily, but as for the music, anybody can become their competitor through the internet.

What this means to me is that sirius can never make a profit, as they never have. It's like the landscaping business in that you never have control over your prices because competition is too fierce. Lots of people bring up this or that idea to add millions of subscriptions, but overlook the fact that sirius does not make money on their subscription rate right now. In order for them to survive, they would have to not only raise the subscription price right now, but also in anticipation of paying more to keep their exclusive content like Howard and major league sports, as those contracts become due. Combine those increases, with the capital costs for satelllites which their competitors don't have, and of course the huge interest payments, and I just don't see any reasonable path to profitability.]]> http://seekingalpha.com/article/148706-sirius-xm-explores-used-car-market-to-offset-new-car-declines?source=feed#comment-588156 588156 Tue, 14 Jul 2009 16:35:39 -0400 http://seekingalpha.com/article/146579-sirius-xm-silences-critics-with-new-contract-for-karmazin?source=feed#comment-582743 582743 Fri, 10 Jul 2009 16:50:51 -0400 http://seekingalpha.com/article/146579-sirius-xm-silences-critics-with-new-contract-for-karmazin?source=feed#comment-582547 582547
"Someday soon, going with him, someday soon"

LOL]]> Fri, 10 Jul 2009 14:30:13 -0400
"Someday soon, going with him, someday soon"

LOL]]> http://seekingalpha.com/article/146579-sirius-xm-silences-critics-with-new-contract-for-karmazin?source=feed#comment-582536 582536
Stop! You're killing me! LOL That's just plain mean to the long term investors. (they won't listen anyway, lol)]]> Fri, 10 Jul 2009 14:23:27 -0400
Stop! You're killing me! LOL That's just plain mean to the long term investors. (they won't listen anyway, lol)]]> http://seekingalpha.com/article/145587-movie-sheds-light-on-sirius-naked-shorts?source=feed#comment-564121 564121 Fri, 26 Jun 2009 16:22:46 -0400 http://seekingalpha.com/article/145587-movie-sheds-light-on-sirius-naked-shorts?source=feed#comment-564111 564111 Fri, 26 Jun 2009 16:11:48 -0400 http://seekingalpha.com/article/145587-movie-sheds-light-on-sirius-naked-shorts?source=feed#comment-564109 564109 Fri, 26 Jun 2009 16:09:15 -0400 http://seekingalpha.com/article/144119-sirius-xm-extends-itself-globally?source=feed#comment-554247 554247
Oh and if you ONLY bought it at .05, and not before, then you are a huge winner and I congratulate you. Very few people on these boards have that kind of timing. This stock is for experienced traders only! True believers should buy the service, not the stock.]]> Fri, 19 Jun 2009 15:32:00 -0400
Oh and if you ONLY bought it at .05, and not before, then you are a huge winner and I congratulate you. Very few people on these boards have that kind of timing. This stock is for experienced traders only! True believers should buy the service, not the stock.]]> http://seekingalpha.com/article/144119-sirius-xm-extends-itself-globally?source=feed#comment-554155 554155 Fri, 19 Jun 2009 14:27:50 -0400 http://seekingalpha.com/article/143960-sirius-xm-app-available-for-itunes-the-trade?source=feed#comment-553226 553226
Second, There are certainly millions of people who buy Sirius solely for the music, BUT, not enough millions, and they don't pay enough money for this company to make a profit. ]]> Thu, 18 Jun 2009 21:57:12 -0400
Second, There are certainly millions of people who buy Sirius solely for the music, BUT, not enough millions, and they don't pay enough money for this company to make a profit. ]]> http://seekingalpha.com/article/143960-sirius-xm-app-available-for-itunes-the-trade?source=feed#comment-552831 552831 Thu, 18 Jun 2009 17:10:38 -0400 http://seekingalpha.com/article/143960-sirius-xm-app-available-for-itunes-the-trade?source=feed#comment-552730 552730 Thu, 18 Jun 2009 16:30:48 -0400 http://seekingalpha.com/article/141878-short-interest-report-signals-easy-targets-will-sirius-movie-help?source=feed#comment-539898 539898 Tue, 09 Jun 2009 23:50:49 -0400 http://seekingalpha.com/article/140507-is-sirius-going-to-raise-subscription-rates?source=feed#comment-527632 527632
This, from today's MSNBC:

"Autonet Mobile sells its $499 routers through Chrysler and Cadillac dealers as manufacturer-endorsed, dealer-installed options for those cars, branded as Uconnect Web and Cadillac Wi-Fi, respectively. Its routers can also be added to any car after a vehicle is purchased."

So this is a small company, that if successful will be taken over by someone larger, and the economies of scale will drive the price down. The economy will eventually recover, and those families who now put Disney videos in their in car video players, will be delighted to have internet access in their cars when those kids become teenagers. Mobile web is still expensive for cell phones, and this company's rate is comparable.

So, as I said then, and I say now, Sirius future is totally dependent on content providing, not car instalations. With that in mind, watch for two key sequences. Howard is still a draw, so they HAVE to reup him. Sports are the only other key driver of exclusive content. Sirius contracts are only exclusive to satrad broadcasts, not internet streaming. Therefore in some sense, major league sports are not only Sirius partners, but their competitors. There is a tipping point at which major league sports demand more money from satrad than is profitable for Sirius to pay, because at some future point the consumer usage of streaming broadcasts, will intersect with those of satrad.

The length of time it takes for that to occur may determine how Sirius has as a business. ]]> Tue, 02 Jun 2009 02:51:32 -0400
This, from today's MSNBC:

"Autonet Mobile sells its $499 routers through Chrysler and Cadillac dealers as manufacturer-endorsed, dealer-installed options for those cars, branded as Uconnect Web and Cadillac Wi-Fi, respectively. Its routers can also be added to any car after a vehicle is purchased."

So this is a small company, that if successful will be taken over by someone larger, and the economies of scale will drive the price down. The economy will eventually recover, and those families who now put Disney videos in their in car video players, will be delighted to have internet access in their cars when those kids become teenagers. Mobile web is still expensive for cell phones, and this company's rate is comparable.

So, as I said then, and I say now, Sirius future is totally dependent on content providing, not car instalations. With that in mind, watch for two key sequences. Howard is still a draw, so they HAVE to reup him. Sports are the only other key driver of exclusive content. Sirius contracts are only exclusive to satrad broadcasts, not internet streaming. Therefore in some sense, major league sports are not only Sirius partners, but their competitors. There is a tipping point at which major league sports demand more money from satrad than is profitable for Sirius to pay, because at some future point the consumer usage of streaming broadcasts, will intersect with those of satrad.

The length of time it takes for that to occur may determine how Sirius has as a business. ]]> http://seekingalpha.com/article/140174-100-oem-penetration-doesn-t-make-sirius-sense-yet?source=feed#comment-523004 523004 Fri, 29 May 2009 12:19:31 -0400 http://seekingalpha.com/article/140174-100-oem-penetration-doesn-t-make-sirius-sense-yet?source=feed#comment-522426 522426 Fri, 29 May 2009 00:06:25 -0400 http://seekingalpha.com/article/139365-how-does-internet-radio-stack-up-against-satellite?source=feed#comment-517329 517329 Mon, 25 May 2009 23:04:13 -0400 http://seekingalpha.com/article/139365-how-does-internet-radio-stack-up-against-satellite?source=feed#comment-516519 516519
Robert99: Siriius isn't currently ON the path to profitability. That's why it sells for .34 a share. If you want something to love, buy a dog. It kills me that you might ride this stock all the way back down into the twenties, and half your profit. You can sell it and then buy it back again, over and over. The best part is, the "Sirius people" will never know you betrayed them, so they won't hunt you down for not believeing the stock will be a $1.00 by thde end of the year!]]> Mon, 25 May 2009 03:51:23 -0400
Robert99: Siriius isn't currently ON the path to profitability. That's why it sells for .34 a share. If you want something to love, buy a dog. It kills me that you might ride this stock all the way back down into the twenties, and half your profit. You can sell it and then buy it back again, over and over. The best part is, the "Sirius people" will never know you betrayed them, so they won't hunt you down for not believeing the stock will be a $1.00 by thde end of the year!]]> http://seekingalpha.com/article/139364-why-isn-t-sirius-xm-utilizing-effective-marketing-strategies?source=feed#comment-516517 516517 Mon, 25 May 2009 03:32:03 -0400 http://seekingalpha.com/article/138223-what-good-will-the-iphone-app-do-for-sirius-xm?source=feed#comment-509031 509031 Mon, 18 May 2009 21:52:06 -0400 http://seekingalpha.com/article/137183-sirius-still-promising-despite-disappointing-earnings?source=feed#comment-501461 501461 Tue, 12 May 2009 23:17:15 -0400 http://seekingalpha.com/article/136393-serious-subscriber-decline-bodes-ill-for-sirius-xm?source=feed#comment-495789 495789
There's a few of us that know Sirius is really Anna Nicole Smith. She looks great great for a night or a week or two, but if you let her move in she'll put on 30 pounds immediately, have a kid that isn't yours, and call your parents names in druken stupor when she answers the phone!

I'm just saying . . .]]> Fri, 08 May 2009 13:20:09 -0400
There's a few of us that know Sirius is really Anna Nicole Smith. She looks great great for a night or a week or two, but if you let her move in she'll put on 30 pounds immediately, have a kid that isn't yours, and call your parents names in druken stupor when she answers the phone!

I'm just saying . . .]]> http://seekingalpha.com/article/136393-serious-subscriber-decline-bodes-ill-for-sirius-xm?source=feed#comment-495302 495302 Fri, 08 May 2009 09:04:57 -0400 http://seekingalpha.com/article/136116-sirius-q1-highlights-the-cash-flow-growth-story?source=feed#comment-494397 494397 Thu, 07 May 2009 15:31:39 -0400 http://seekingalpha.com/article/136116-sirius-q1-highlights-the-cash-flow-growth-story?source=feed#comment-494322 494322 Thu, 07 May 2009 14:56:09 -0400 http://seekingalpha.com/article/136116-sirius-q1-highlights-the-cash-flow-growth-story?source=feed#comment-493909 493909 Thu, 07 May 2009 11:44:57 -0400 http://seekingalpha.com/article/136116-sirius-q1-highlights-the-cash-flow-growth-story?source=feed#comment-493896 493896 Thu, 07 May 2009 11:39:32 -0400