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  • What Is the Motivation Behind Negative Press on Sirius XM? [View article]
    I think Brandon is right with the ulterior motives of the law suit filer, Cable Tv already passes these types of cost thru above their stated rates, they call them Franchise fees. While I don't know, but i suspect this lawsuit is a nonstarter because the precedence for what Sirius did has already been established in law.
    Dec 09 10:13 am |Rating: +5 -2 |Link to Comment
  • It's Hard to Be Sirius [View article]
    Mark, I saw criticism's but not where they left you out. What are your tastes that they didn't fulfill? Personally, I don't listen to all 100+ stations, at times I do have a long drive and I'll flip to expand my taste or not, but I love the news, i love the baseball (XM side) and I have about 5 music stations I flip to, when I'm just being me. Likewise I'm not against listening to the radio, but I love my Sat.
    It sounds like you wanted to know what it was all about abd were looking for the next best thing to sliced bread... I don't think it works that way. Its about knowing what you want won't fade, isn't available on most FM ( baseball and CNBC ) and a little music to push me on down the road.
    Sep 21 14:41 pm |Rating: +6 0 |Link to Comment
  • 'Free' Should Not Be a Sirius Business Model  [View article]
    Brandon just lost credibility with this one, the goal is exposure to something that you can't live without, but you don't know it until exposed. Two obstacles exist, equipment access, so use of the internet as a free platform and then existing installed radios currently not under contract ( still won't reach a lot of people for years). The 2nd obstacle, what is broadcast over the internet doesn't provide what makes it unique in my world, the news lineup and mlb.
    Finally, a limited period longer than a week but certainly less than 90 days is needed. Expose them, let them build the habit, if it didn't happen in a month, it won't.
    May 22 08:48 am |Rating: 0 -2 |Link to Comment
  • Sirius XM: An Equity Adrift  [View article]
    Tyler's last paragraph in which Sirius is dependent on outside sources says it all. I do believe the auto industry will recover.... slowly. I have no clue on their ability to refinance. I think the gov't is flooding the markets with liquidity but i'm unsure how and when that filters to Sirius. The synergies of the merger are key to carrying this company in the meantime and the question comes back to time or timing. It would appear Mel knew the merger needed completed a year ahead of when it was done for the synergies. Its like professional sports, the owners drive the prices up and then complain its the players. Here we have the aggressive competition from 5 years ago catching up to the companies.
    Jan 04 14:17 pm |Rating: +1 0 |Link to Comment
  • Sirius' Future Looks More Promising Than Ever [View article]
    I have to agree, fundamentals are the issue at this point. With the stock down to 12 cents, its hard for the shorts to hammer it much more. Do a RS without improving the fundamentals and we'll probably end up at 12 cents all again. We've taken the pain, why set ourselves up for a second round. Focus on the fundamentals and RS after the momenteum has changed direction. That said, fixing one of the fundamentals .... the debt, may require the RS, but I hope not.
    Jan 02 09:32 am |Rating: +4 0 |Link to Comment
  • Auto Sales Drop Could Have Bad Impact on Satellite Radio [View article]
    I have thought before taht putting their eggs all in one basket with the auto's was a mistake. Likewise, counting on retailers to sell the product doesn't work. I find the salesman at Best Buy give very little attention to the Satrad locations. Mostly because they don't know the details themselves. This is a large hole in the current strategy, one that I wish they would address.
    Nov 04 12:56 pm |Rating: 0 0 |Link to Comment
  • Leave Sirius Alone! [View article]
    If the FCC has mandated that Siri XM allow others to manufacture their radios I would think this would free Siri XM from HD deployment, let these other companies be the innovaters in design and functionality... I believe opening the door to other manufacturers of SatRad frees Siri XM from needing to worry about HD
    Aug 29 09:07 am |Rating: 0 0 |Link to Comment
  • Sirius Retail Sales Questions Left Unanswered [View article]
    I think more than anything this shows that the OEM channel sells itself and is quite easy to evaluate, but Satrad doesn't have a solid plan for retail yet, but when they do, I think thats when we'll see the big gains in subscriber growth... assuming its more than teh 18 year olds at BBY and CC being the whole plan. Even the Kiosks in the malls are manned by only marginally trained people on the equipment.
    Aug 22 12:29 pm |Rating: 0 0 |Link to Comment
  • Taking a Bite from SIRI's Apple Connection Enthusiasm [View article]
    I continue to appreciate Tylers enlightening us on some of the details that get overlooked. I'd rather have his honesty on the iphone than a blip up and then sinking like rock when someone else comes on and bashes it on the over hype. The good news is we don't necessarily need to view the iphone as the enemy, maybe someday it will be just one more revenue stream that drives the company to the top.
    Aug 15 23:47 pm |Rating: 0 0 |Link to Comment
  • Is the 'Mad Dog' Headed to Sirius XM's Sports Channel? [View article]
    i was just thinking about cable tv and how they give away the box... but they still own it! if they took this approach with radios wouldn't this impact the bottomline per GAAP, depreciation vs subsidy. Cash Flow is similar, the difference is what the consumers pay (non oem) So my question is how do they recognize the cost of the subsidized radio?
    Aug 15 13:36 pm |Rating: 0 0 |Link to Comment
  • Satellite Radio: Betting on Used Cars [View article]
    Neal and Tyler are making the same point, for used cars to be measurable Sirius XM needs to come up with a plan to reach these customers and then measure the success. I think this is part of the greater problem with the retail chain. Maybe these Kiosks need to be expanded so people can accomplish something at them. Counting on BBY and CC for new sales just seems silly. The Ipod can stand alone, but ITunes is the killer app, Sirius XM needs something to draw interest, create retail sales and used car signups.... it needs a face.
    Aug 08 10:16 am |Rating: 0 0 |Link to Comment
  • Sirius and Netflix Should Partner [View article]
    The blockbuster comment has merit, I've always felt the retail channel as a sales tool sucked because the retailers have an easier sale with IPOD's and dont' actually man the siri xm sites very well. That might change if they could control the retail sale. Lets not pin ALL or hopes on cars just yet.
    Aug 03 22:03 pm |Rating: 0 0 |Link to Comment
  • FCC Commissioner Adelstein Puts Forth Radio Merger Offer [View article]
    I agree the 25% is ludicrous. That effectively reduces growth and variety. Maybe he meant 25% of xm or siri existing but not both, which would be in the 10% range... ie maybe he's a non math person.
    Jul 18 08:09 am |Rating: 0 0 |Link to Comment
  • Positive Radio Merger Outcome About Two Weeks Away [View article]
    Out of curiousity what are SIRI/XM recourse if the DOJ has approved, Martin has approved with say 1 other person so the vote falls short within the FCC? And I do agree, we have investor burnout, a changing user market that people are mistaking the extended acquisition and purchase delays too, so we'll see a pickup in demand as the transition gets completed in the next year.
    Jun 18 08:51 am |Rating: 0 0 |Link to Comment
  • Political Interests at Play in Satellite Radio Merger  [View article]
    The politicians site public interest and I while I am long both siri and xm, I wonder if we should further explore this public interest they site. And I'd like to see some balanced arguements, ie objectivity... I'm not sure what I'm missing in my pro merger views. My son showed my news on what is happening in New Orleans with public housing etc, and my thoughts were, this is amazing how little national attention is being spent there. So while technology provides options that didn't exist 10 years ago, is that being offset by a concentration of ownership in the media? FYI, I listen to XM for CNBC and MLB.... music at times, I love it.
    May 22 08:08 am |Rating: 0 0 |Link to Comment
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