po'd in Plano

6 Comments

    • Cowen Sees Upside for Sirius [view article]
      turn on your IBM-compatible PC running Intel chips w/ MS Office software...there's your monopoly.

      SIRI/XM will only become a monopoly for radio listening if people choose to refrain from all the following alternatives: Ipods/Itunes, terrestrial radio (which is free), web-based services like Pandora and Live365. That's just naming a few competitive options.

      A merged SIRI/XM will just be the big fish in a small pond       May 21 06:59 PM
    • Sirius, XM: FCC Determined to Establish Its Authority [view article]
      Well if Cramerica is right the rest of us must be wrong - or can we? I trust JimC as fer as I can toss the clean-slate head of his. Cramer also thought Bear Stearns should be alright...not so much.

      Our wonderful govvys at work. Protect us from the big bad satellite company! I don't want the service but they forced the money out ! good grief..I am surprised their is not a HUGE outpouring of grief to the FCC from the larger institutional holders here.       May 15 07:18 PM
    • Sirius, XM: Price Targets and Expectations [view article]
      It's odd, a simple comparison of market caps in the space shows some big-time players: CBS has a market cap north of $10 billion, Clear Channel also a market cap north of $10 billion (and they just went private in a heated LBO transaction).

      SIRI and XM combined have ~ $8 billion market cap. Rupert Mudoch can own ~ any dang thing he desires to have but Mel you just have to wait.       May 15 08:12 AM
    • Sirius, XM: Price Targets and Expectations [view article]
      Thanks for the article referral, I will definitely check it out. If/when/whether the FCC finally makes the merger a go, my educated guess on the resultant entity trading under a single ticker is within 60-90 days. Reg filings, etc. so probably looking at one final quarter of reporting for both companies May 14 09:48 PM
    • Sirius, XM: Price Targets and Expectations [view article]
      Can anyone please enlighten me as to why / how a 3rd party like the investment shop Georgetown PArtners is provided an audience with the FCC's finest for numerous visits YTD? I understand if this entity is voicing concerns regards the ultimate company, but who are they are demanding a 20% cut-out for minority-focused programs? Shouldn't Georgetown own a substantial share of Siruis or XM to make such a claim?

      This is beyond me...they don't show on the screens as institutional holder of SIRI. Last I checked both companies are for-profit entities, not some masqurade of an NPR outfit.       May 14 07:35 PM
    • Georgetown Partners Records 23 Meetings with FCC on Radio Meger [view article]
      The delay in his merger approval smacks of double-dealing and bass ackwards capitalism. Someone could probably tell me, but I doubt the following mergers received such a lengthy "debate" by the FCC: Time-Warner & AOL, Exxon & Mobil, Texaco & Chevron. Repeat after me FCC commissioners: 2 money-losing companies do not = 1 great monolith that can inflate prices as they deem fit. Both reported earnings today, guess what? SIRI lost money, but less than same period in 2007...woo-hoo!

      Karmazin has to be blindly furious...       May 12 08:58 PM
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