dayworker

Positive Cash Flow Signals New Era for Sirius XM

R.A.F. /Pell and like SIRI advertisers should check out what's happening in the media field to know the competition
SIRI is up against. Go to iphone apps website and realise that the entertainment/music/ne... streams are up all over the place. Some FREE and some PAID. The problem going forward is that SIRI will have greater challenges very soon. If the economy picks up by next summer will the consumer go out and spend it on sat rad or iphone/cell phone. If you compare SIRI website to iphone, there is a lot more on apps and it's exciting with the layout of choices
compared to SIRI. I own a lot of SIRI stock and heavily invested and want the p/s to rise. However, unless the players see the competition and not put their head in sand then SIRI won't be able to compete. The problem is management still doesn't get it. If in 6 months to next summer the consumer switches to the iphone technology and by passes sat rad then the co. is in trouble. SIRI has to make it's mark soon as being relevant. All the talk about the great content future doesn't hold up to the content future on the iphone apps. Don't be afraid and go check it out and do your own comparisons. Part of being investors is to know what's happening in your field.

Positive Cash Flow Signals New Era for Sirius XM

Jerrold, Stern has a pretty cool website. Lot's of great features and easy to access his radio show segments. Who do you think owns the rights to his website and all the material on it? NBC, ABC, CBS all have websites with segments, shows, new and old and who do you think owns the rights to the web material? And when these websites can be accessed by the iphone where the listner can tap into any feature then your point about the rights is moot? Sterns show can now be accessed thru his website and so the block you are talking about as far as rights is non existence as it will be with other media. That is point i'm talking about that you don't get how the access to enetrtainment is going way beyond sat rad. That is the future and it's happening fast. Everything can be put on websites and then accessed from many different tech tools which opens everything up way beyond what sat rad can do. The whole notion of audio rights may apply in some situations but will not be a factor thru websites and links. That's why you are missing the point about iphones and in general the whole cell phone technology link to everything. People will want connections thru their phone before shelling out for sat rad. It's a technology that is already being replaced. Get it now.

Positive Cash Flow Signals New Era for Sirius XM

Jerrold always on the defensive. Does not get the points of many others here. Only has is own ideology. My guess a staunch right wing
conservative with very little tolerance for expanding a mind set. Can't read between the lines. Everyone who owns this stock wants it go up.
So what is the problem with the p/s stalling? My view and i'm stciking to it is management is the problem? Bad financial planning, selfish and greedy as to how much they take and pays out to much in high talent fees to friends and hurts the bottom line. I also think the programming has gone into the toliet. When a new sub goes to see what the programs SIRI has they see all the right wing stuff it's a turn off. Christian channel is not entertainment. Why not have a Mormon, Jewish, Muslim channel. Why only one religion? Why only a Bloomberg channel and not a Socialists, or Communist, or Union
channel. The bias is now becoming narrow in focus to a right wing
ideology, none which has anything to do withn entertainment. So
the reason SIRI is becomimg a turn off is because of the management's mind set. It is old thinking and out of date. And their financial model will not work based against future charges, debts and expenses. It is based on subs growth with auto and skydock. Neither are guaranteed to rise at the pace everyone thinks they will. And if they don't then SIRI is in the toliet. So that after these many years of running the co. by Mel and team they have come up short. And now with the new technology breathing down their necks they are definitely behind the 8 ball. Jerrold give it a rest about constantly cheer leading for Mel and Co. it's annoying your one trick pony act.
The iphone and apps will change entertainmernt and SIRI will not be the first choice for young people to get their entertainment from as long as they think of SIRI as the Christian Radio network.

Positive Cash Flow Signals New Era for Sirius XM

Jerrold, attacking me isn't going to make the P/S change. I don't have anything to do with P/S. Obviously the market doesn't think the goods are there either. There are a lot of bloggers here that are just writing
glowing advertising and spin for SIRI. It's so obvious they want to keep some kind of fantasy spin going that this stock is about to take off.
They keep pumping, like you, that this sat rad is really happening now.
You got it right about the economy. If people don't have the extra money and can only purchase fewer items and subsriptions, it won't be sat rad it will be iphones. You may want to knock the younger people and say they don't know much or have experience and wisdom, but when it comes time for war there never seems to be a problem about sending young people to war.I guess they don't have the wisdom or experience to be in war so therefore they don't have wisdom to know what technology to choose.
All some of you guys want to do is quash people from blogger here if they go against you. Blogging is to hear other views. The fact that you and others want people to go away only shows that something is getting under your skin. There seems to be this fear some of you are running on when people challenge you, all you can do is say go away. It's not the maturity of someone with security or confidence if they are right. If you are so right then don't worry about my blog or view.
The problem is that you are out of touch with what's happening on the youth level and how they spend their money. I know you are trying to protect SIRI's share by saying the auto biz is going to pump up subs, but I got news for you old timers the movement is going somewhere else for entertainment. Just as you say young people will mature to another level so does time wind down the era of the old and tried and true and worn out old players with the same song. Don't bother with me, I'm just expressing another view that SIRI and sat rad will be old technology and the apps will be the new wave. The money will go to apps. That's just a fact.
The generation now into entertainmnt are not going to sat rad just some left over old timers trying to get the stock to save their retirement funds. In fact it's so hard for them to get it up they have to use their viagra to get the stock up.
You're completely wrong about the mobile rights and the ability and costs for the other big players to go audio thru apps. There are provisions in contracts that allocate the use of a product with in the known universe that extends to use thru othe media outlets. A good entertainment contract attorney always makes sure that there are options for future rights and distributions, because, old fart, they know technology changes and they have to protect the distributor's full access to develop product with any and all new technology that may arise.
The P/S is not going up becaus I write something on this blog, it's not going up because investor's don't see that the potential anticipated growth of subs thru either auto or skydock will be enough in the long run to sustain the business model. That is because the programming on SIRI is basically out of date and pretty useless for growth against the rising costs, debts and the way Mel and co take the money out for themselves first. I know you want to say that SIRI is all things to all listners. But I think your cataracts are clouding your vision. Unfortunately most old timers want to just hang on and hang on, they don't want to let it go and let the new generation come along. They don't know when to step aside. So don't attack me if the P/S doesn't go up, it's because so many others see what you guys can't and won't. I'm going nowhere.

Sirius XM: Not Completely Out of the Woods Yet

Well big Nov. call arrived. Big P/S jump. I don't think so. Why not?
Go to SIRI programming and see all the crap. If people had a choice to put an iphone or ipod in the auto dock or sat rad the choice is iphone. More apps and more versatility. All the other media bundle companies will soon have apps. Liberty, Time Warner, Comcast,
ABC, NBC, CBS, and the like will have audio apps. SIRI will not be the only entertaiment bundle on audio apps. And besides, SIRI programs are not entertainment for young people who spend more on music, films, and games. Christian channel is not entertainment.
Unless you consider it a joke. SIRI is becomming very right wing and will have the reputation of a republican bias entity. (Yes, I know
Stern is there, Oprah and Rosie, but there is a right wing element now). The P/S is stuck and probably going down because SIRI's
time has passed. There are new forces moving into new technology and ,sat rad is going to be an old delivery system for entertainment. If Mel and co had made SIRI something special earlier they would have had the edge, but they couldn't do it. Mel and co are the problem and people still don't want to see that. They are stuck in the past. Now the new app technology is coming on fast and SIRI is still trying to catch up. Sure there will be loyalists and some will stay with sat rad, but it's at the peak. The change will be to apps and other media bundles will be bigger than SIRI.
P/S is not going anywhere because after looking at the programming now, young people don't want to buy. Just like it was said, if it wasn't put in the auto they wouldn't go out and get it,
but they would iphones. And besides SIRI is dependent now on iphone app for portability. A big problem because people will have options at many apps, especially with arrival soon of other media audio apps.

October Auto Sales Look Positive for Sirius XM

Sleep tight tonite boys, there is an earthquake a commin'.

October Auto Sales Look Positive for Sirius XM

In fact if Liberty/Malone were on the ball they could do their own app with their programs. They wouldn't need SIRI to run a program schedule they could do it on their own. But first they have to get their money back. In fact they could go audio with everything they have on the satelite network. The tv shows, news, sports, any channel they have a contract to put on cable they could put thru an audio app. The whole line up on Liberty audio app. They could create a full additional revenue stream with the cable program schedule they have now only with an audio app link. They could completely by pass SIRI and blow them out of the water. Imagine that all Liberty on audio app on the iphone. In fact Comcast cable could do it, Time Warner, or even record companies could do full
schedule of their recording artist, for free to sell cd's. Boy the times they are a changn.

October Auto Sales Look Positive for Sirius XM

Jerrold read my comment on the last thread. SIRI can only survive with the iphone app. Younger people are not tuned into the old fart programming. They use their ipods and iphones to find their entertainment. If they want SIRI out of the auto they most likely have to use an iphone. What makes you guys think the old fogey programs on SIRI are going to appeal to young people who spend more on entertaiment and buy more cars. How many of you old fart
republicans are buying cars and music and dvd's. I know you sit there and watch baseball and bake cupcakes with
Martha, and get your thrills with Stern having girls show some tit. Wow, that's entertaiment that will save the day.
SIRI is now dependent on the iphone app. Except that the apps will out pace any programming SIRI will come up with.
The list of entertaining apps is too long to run by you Jerrold. If you weren't so long in the tooth you would see them but you have to be a lot younger. Sure when I see
the program choices on SIRI, I just about puke now. A good thing once but now a sludge thru crap. Oh by the way
I suppose the Christian channel is now the hot item. Right.
Barf, Barf, Barf. SIRI better pray another multi programmer doesn't come up with a new an app for new generation that wants ENTERTAINMENT.

October Auto Sales Look Positive for Sirius XM

Wow. Nothing has happened except a few up ticks in car sales and the caffeine crowd is hitting the ceiling.
It's along way to start counting the sales of your stock at higher price share when the budget is running on empty.
What's the incentive for the investor. The same old tired programming that Mel and Co have created for the elder set. Anything new for the younger crowd who are buying cars. Oh maybe they are just tuned into their ipods and iphones for some more independent and original programs.
Watch out the apps are coming to get you.

Sirius XM Q3 Earnings Preview: Unknowns Abound

Jerrold you get my point. Siri is now an app on iphone. SIRI is just a bunch of programs in one location. It lacks originality and independent
choices. All tired old acts. But you got the point. It is already an iphone app. Take your iphone any where and go to any app. Listners won't have to go SIRI soon for something, they will have a greater choice thru apps, including new and original independent entertainment.
With SIRI it's the old tried and true. Boring. Yes some will still be loyal listner's. But the advantage is to those who have an app and it hits big.Their will be new personalities and music that comes along and some of those apps will make it big. You got the point. SIRI has to use the iphone app to try and stay in the game. And so the app world grows and only some of SIRI programs will stay strong. But my beef is that Mel and Co are not up to the programing task to keep up with new age that is coming. Another example will be apps by musicians, comedians, news etc. that are basically free to the listner because they want to sell their music, dvd's, video's, books,
and what ever. The apps are free because they are promotional sales tools. So say if Madonna wanted to have a Madonna app
to play all Madonna she could do it for free, very little cost, and she could use it to sell cd's, her concerts, video archives , photography, movies and what ever. Just like SIRI is doing now. They give the app away free so people will sign up for the program line up. I fully understand it's like cable tv only audio. I'm only saying Mel and co
are the problem. If they had done something that really had made it
a must years ago then it would have been ahead of the game. Now they are still playing catch up. The problem is the technology is moving on and SIRI is late to the party. It's all going apps and digital.
The money is spent by young people and they are in another place generational wise. I understand you want SIRI to win and take off, but people are looking beyond sat rad now. It's not where the future is. It's going to be old technology soon. Young people will want their
entertainment directly from the app sources thru cell phones.

Sirius XM Q3 Earnings Preview: Unknowns Abound

You got it. That's exactly what's happening. The Huffington Post did just that. You can also bundle on apps. Politico did that. Many of the writers who wrote for papers went over to Politico. As you probably know many newspapers have gone out of business. The subscription for papers are dropping drastically. You probably check on a newspaper or mag once in awhile on the computer. With didgital there will be lots of bundles. Say 4-5 music groups bundle on an app and call it Musicguys. Maybe they have a following of 1 mil listners. At $.49 per month they could get $500k
or $6mil per year, as well as promote and sell cd's etc. The point being as it all goes digital content will not be confined to a group like Mel and SIRI. Just look at how itunes has changed music buying.
Now Blockbuster is going digital because actual sales of dvd's has
dropped. Sure people will want music and entertainment in the auto
but how are you going to take sat rad into the house, dorm, office,motel,or sports events. With a cell phone just take it anywhere. There are auto docks now for the iphone. When I go on the road I take the kindle and have all my papers right there when ever I want them. No stacks and a back date of a months supply.
It also has the latest book i'm reading. So when people start using imagination to bundle and distribute with apps it will be a force to reckon with. Sat rad gives you some auto listening, but isn't SIRI also doing some TV now as well. The young consumer will not be going with sat rad, it will be digital,cell phones and apps.

Sirius XM Q3 Earnings Preview: Unknowns Abound

Stern can have an app on iphone. Just push and you have his show.
How many people listen to his show now, 5 mil. At $1.99, that's about
$10 mil a month, $120 mil per year. If he has 10 mil listners then he's at about $240 mil per year, less expenses. Sounds good to me.
As far as kindle goes, say a subscription to the NY times runs about
$60 per month, LA Times about $20 per month, ad in Washington Post, Newsweek and few other mag's and it's well over $100 per month. With the kindle i'm, probably down to around $25-30 per month. That's a big savings. Plus it's all on one machine and i can
take it everywhere. Add in all the blogs and it becomes a floating entertainment machine.
Sorry, I did get the Rosie mixed. No difference though.
The point being digital is moving entertainment to other electronic distribution systems. Whether it's podcasts, kindle for print, itunes and ipods, and the big gorilla in the room ,iphone. Technology moves fast. You say there 160 channels on SIRI. How many apps are on iphone, 500, maybe more. What happens when entertainers,
especially radio personalities and music entertainers start having apps and with a push you could have them all you want for $.49 or
$.99 and maybe with video.
And it will happen with video, and tv and films. Once they complete
a universal docking system all we will have to do is plug a cell phone to a monitor, a computer or what ever. The application for a broader reach is greater than SIRI. What's the full capacity of sat.
compared to iphone digital. Iphone may eventually be thousands.
Costs could drop to pennies per use ala carte.

Sirius XM Q3 Earnings Preview: Unknowns Abound

It's just a matter of time. Once Apple started the smart phone as the leader everyone followed. Once a leader breaks thru then many will follow. Some of the personalities you mention have a reputation at stake and they are not strong like Stern. They wouldn't risk it at this point in being a pioneer or a leader. Once Stern sets the mould others will follow. There is no reason to stay at a multi headquarter unless you can't bring in the numbers. And many of them can't bring in the numbers. Smaller players won't mind smaller numbers. We'll see. The model that exists now to provide entertainment is to expensive. To management and overhead costly.

Sirius XM Q3 Earnings Preview: Unknowns Abound

I'm going to give a really good example. Stern is big for SIRI. Brings a lot of subs who follow Stern. When Stern's contract is up what do you think he will do? Resign with SIRI? What for.
He can launch his own Stern show via an app and Website. He can charge $.99 a month or $1.99 a month. Consider how many millions listen to him, he can take them all with him to his independent show under his own management. No bosses, no SIRI. Just Stern production. The money is all his. That is the future now, my friend. And that's what everyone else will start doing.
Once they see someone like Stern do it, then the flood gates will open and everyone can take a shot on a small upfront cost. Like Blair Witch or Paranormal. There will be a virtual avalanche of content. (Virtual-no pun intended)
Get my point. The whole field of content will change. I use a kindle
reader, so I don't get newspapers and magazines any more. I get blogs off the internet and the kindle. Some are fee based. I buy at prices from $.49 to $1.99 subscription. I buy the independent content I want. People will go out and buy independent shows and personalities they want ala carte. They won't need SIRI. Also,once the talent and personalities realise they can put on their own shows thru apps and websites, why go to SIRI. The writing is on the wall.
It's over. We're going into a new era. That's just a fact.

Sirius XM Q3 Earnings Preview: Unknowns Abound

Everything, everywhere, music, tv, film, video, games , you tube, direct to you thru your cell phone. Sat rad is extraneous. Sorry, but that's the truth. Good bye stock price.