Paul in FL

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    • Mon Sep 15th 12:16 PM
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      How Will Sirius XM Refinance Its Debt Now?
      There's 18.5 million subscribers each paying $12.95 a month for this service. That's a lot of money each month towards cash flow. The merged company picked up a lot of baggage from the previous companies and this baggage has to be unloaded. When that happens there should be a profit. The problem seems to be in getting to that point. So far there has been a lot of talk about synergies, but very little action. Let Sirius XM start eliminating duplicate positions and consolidating offices. There's still way too much fat. Do something!!!!
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    • Thu Jul 31st 10:59 AM
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      What the Sirius XM Radio Future May Hold
      I really hate to say this, but subscription based radio is always going to be a tough sell. I get cable TV and high speed Internet through that same cable. Typically I watch two hours of TV every day made up of a half hour regular news, a half hour business news and one hour of History Channel or something like that. I don't listen to radio two hours every day as my commute is short. Nevertheless I do have a subscription to XM because that is what came in the car and on longer commutes or travel it is a blessing. Many people cannot justify $10 a month for radio alone. The point that I want to make is that for auto manufacturers to embrace satrad it will have to become 100% free advertising supported. Only then will absolutely everybody in the US will demand it and auto manufacturers will make it a standard OEM device like AM-FM radio and a CD player. Some stations, say 20% or so, can remain commercial free but the others will earn their keep. This is the only way that I see satrad being the absolute gangbuster successs that we as investors have hoped and prayed for these past five years. I might be wrong, but the curent business model is sort of leaning towards my thinking. Look at AOL. It held out to the near very end before going free. One last thing, if there's a buyout of Sirius XM then I am convinced that the buyer will do exactly that. There's much more money in advertising than subscriptions could ever bring in.
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    • Thu Jun 26th 11:24 AM
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      Sirius-XM Combination: A Future Microsoft Acquisition?
      There is no way that the merged Sirius-XM company will remain a stand alone entity. It's too juicy a fruit on the tree for the large media conglomerates to pass up on. The merged company will be the ONLY satrad game in town with capabilities yet to be discovered and they can have it if they have the money. Once it's gone it is gone for good. Just watch the bidding to buy it. Satellite radio is not what it is today, but like the fledgling PC business of the 1980's satrad is about what it can become. Some would call it a once in a lifetime opportunity. I would be one of those.
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