HCSKnight

It's Time for Some Sirius Marketing

Agree regarding marketing, but this is an "easy" fix. And I think you could have added that SiriXM users are the greatest affirmation asset. Everyone I know who gets SiriXM, really likes it. And we are talking adults, not 20 somethings and below.

One thing, your "By my estimation there are at least 15 million deactivated Sirius and XM radios.".... it's a weak point. How many are deactivated because they are old and users have traded up? I know I have two accounts, one built into my new truck the other in my house and can mount in my car. But I also know there's an older model long relegated to the trash bag. There's also the fact that one tends to either love or not care about SiriXM type technologies. In effect they can get by with what's "free".

So by my math, I dont think the 15 million deactivated "raidos" are a target rich environment.

Sirius Is Finally in the Right Place at the Right Time

You're right in the points you make, but you're also missing the going forward company.

SiriXM is moving away from a being ONLY a content provider to cars and moving toward being a content provider to individuals.

SiriXM doesnt want to be in the business of making, being dependent upon or being tied to "SiriXM radios", whether it be cars or the personal type, Stiletto's. They will continue to support them, but it is not their future or where they are going.

Think of a company that owned all the cable companies in the country.... That's a far closer business analogy than to keep talking about or looking at SiriXM as a "car radio/media content" provider.

That more people havent figured this out is very very good for people trying to get in.

Not too far in the future you will begin to see the analysts and industry commentators beginning to talk about the "transformation" that SiriXM has begun to make and the growth from these moves.

HCSKnight