The challenge posed to Sirius XM (SIRI) by Internet radio doesn't just come from Pandora (P),...

|About: Pandora Media (P)|By:, SA News Editor

The challenge posed to Sirius XM (SIRI) by Internet radio doesn't just come from Pandora (P), claims Robert Weinstein. Rather, it comes from a whole slew of service providers leveraging carrier networks and Apple and Google's mobile ecosystems. Like railroad owners dealing with the rise of the Interstate Highway system, Sirius XM will have trouble competing with rivals who have far lower infrastructure costs.