rational one

Which Banks Are Left to Help with Sirius's Financing Needs?

Why isn't anyone talking about Mel's riduculously low projections for '09. 2M net new subscriptions with a 50% penetration in the new car market? That means a 4M US car market in '09? Try 14M at an absolute minimum. They are also adding ESPN and CNN to their TV lineup in '09 cars......buy deep, it's ready to run!!!!

How Sirius XM Should Handle Supply and Demand

Mel is low balling....but why? Forecasting 2 million ads next year is ridiculous. With a 50% new car penetration, that puts the car industry at 4 million for 2009? Try 14 million at an absolute minimum. Subscriber growth will be huge next year. They are also adding ESPN and CNN to their TV lineup....far cry from the current Disney channel. Buy or regret it!!

Why Is Sirius XM Radio Stock Going Down?

2 million added subscribers in 2009 is ridiculously low. They will have a 50% penetration in the new car market and a very low churn rate. 4-4.5 million new cars sold in the US in 2009? Don't think so...try 14 million at a minimum. The are also adding ESPN and CNN to their TV lineup in 2009 vehicles. Buy deep while it's cheap!!!

Sirius XM's Challenges in the Eyes of Merrill

Adding 2M subscribers in '09 is ludicrously low. A 50% penetration rate in new autos with a very low churn rate means they're forecasting a 4-4.5 million new car market in 2009? The car market will very conservatively be 14 million units next year. Buy deep. Also....Sirius is adding ESPN and CNN to their TV lineup......in 2009 vehicles.