Sirius XM Dead in 3 Years? Pshaw!

• Report this Comment On April 26, 2010, at 11:31 AM, Fredlee009 wrote:

  Ya, its so crazy, i didnt even see the article until you wrote about it. I know where you will be in 3 years. Out of work with articles like this.

  Your a fool for even giving it credance.

• Report this Comment On April 26, 2010, at 11:33 AM, RationalOvi wrote:

  I don't get it why there are so many articles on this one company all the time. Does somebody here have an ownership stake?

• Report this Comment On April 26, 2010, at 11:47 AM, tepi wrote:

  It is annoying when people write "your" instead of "you're". Just doesn't look intelligent.

• Report this Comment On April 26, 2010, at 11:58 AM, rouben45 wrote:

  Sorry Rick, Whoever has paid your $250n to write this article is trying to short this stock, what you say is absolutely B.St. No one is going stream Opera or msnbc or any other very popular show into your car free of charge. The game is an old one to bash this stock. Sirius will be 5$ in less than 18 months. I suggest you get in the game, even with the 250$ you got for this article, it will buy you now 200 shares.But if you wait for a few months you won' be able to buy even 40. Don't waste you and out time. Good kluck and good day.

• Report this Comment On April 26, 2010, at 12:03 PM, draland wrote:

  The way I understood it, PANDORA’s death knell has been rung, so why is competition from this service considered ‘a Big Risk’ ??!

  THE ABUSE that Blatantly occurs underneath everyones noses by the Main Stream Media is Appalling and should probably have us shead NO TEARS for them when they DO finally go by the wayside for being DINOSAURS…

  It is sad that we are seemingly POWERLESS to have the “regulatory” bodies like the SEC get involved in any meaningful fashion to protect our investments as lowly retail investor’s !!!

• Report this Comment On April 26, 2010, at 12:04 PM, draland wrote:

  I read a ‘news piece’ regarding the U.S. Court of Appeals for the District of Columbia having ruled unanimously against the FCC’’s net neutrality rules; this in essence will have the net effect of forcing services such as Pandora to have subscribers PAY for services since they (pandora) themselves will have to pay for broadband space, and I quote:

  “…….. broadband providers such as Comcast, AT&T Inc. and Verizon Communications Inc. argue that after spending billions of dollars on their networks, they should be able to sell premium services and manage their systems to prevent certain applications from hogging capacity.”

  So while this may not result in the “death” of the service/app, it will certainly put us in a better competative stance when people must choose to pay for PANDORA as well !!

• Report this Comment On April 26, 2010, at 12:29 PM, danzam wrote:

  Believe me.... If web based radio is going to be so good. It certainly won't be free.

  They hook listeners first then start charging fees.

• Report this Comment On April 26, 2010, at 12:32 PM, mdis25 wrote:

  this is so tipicle of the media, i watched it for years, whenever good news come out on the stock the shorts try to bash it and keep it down, those days are coming to and end, now its your turn to lose your money. All you shorts are scared now , we all can see it. The only issue is if the sec would have did there job years ago the siri investor would have been much better off, this stock had been minipiulated at the top for years without any policeing from the top, the end is in site and the shorts are still trying to hold on, typical just like the pig government we have, good for nothing. I pray we and i mean all siri inverstors on the good side make money

• Report this Comment On April 26, 2010, at 12:41 PM, Drakon1976 wrote:

  SIRIUS IS KILLING THE SHORTS!!!!!!!!!

• Report this Comment On April 26, 2010, at 12:47 PM, JamesRobertDobbs wrote:

  All of these articles comparing satellite with Internet-based radio, in cars, continue to ignore the cost factor.

  Right now, you can get Sirius in your car for $13 a month. How much does it cost you to stream Internet radio (Pandora, etc.) into your car? How much is that cellular data plan costing you? My guess is at least $70 a month.

  My guess is also that there is a huge number of people out there (myself included) who have no problem paying $13 a month for quality car radio, but aren't going to pay the cost of a cellular data plan. And I don't see the cost of the latter coming down any time soon, or at least not enough to change most of those people's minds.

• Report this Comment On April 26, 2010, at 12:47 PM, AdamCBro wrote:

  On what basis do people create these articles...Will a platform that steals most of it's content and broadband space be allowed to survie...The answer is "NO"...Content is king...Pandora, Napster and that type of ilk will all eventually die...There is no such thing as a free price point.

• Report this Comment On April 26, 2010, at 12:54 PM, dan9812 wrote:

  This stock is going to keep going up, im holding on for the long run, i laugh at articles like this, makes me think of the articles that the street.com likes to write about sirius, even though in this its not the motley fool bashing it. LONG SIRI. 2 years from now it will be 4-5 dollar range!

• Report this Comment On April 26, 2010, at 1:31 PM, Br0oklyn wrote:

  I Woke Up This Morning In Hope Of Reading a Article On SIRI.

• Report this Comment On April 26, 2010, at 1:36 PM, Narcoticsrus wrote:

  All of you doubters make me laugh! Hahahaha Ok...lets look at the facts:

  1. Sirius has a beautiful subscriber base that just keeps growing.

  2. They are the only satellite radio company. Nobody can touch them on that level. If they wanted to stream any video or images or your MP3 collection from the depths of space, they could certainly do so.

  3. For the longest time people doubted them, cast them away as a company that would go bankrupt, but Mel Karmazin is a great CEO and he didn't let that happen. I owned 4650 shares of Sirius which I purchased for 30 cents over a year ago, and sold them because I listened to the stupid masses who said "OMG! They are going bankrupt!! SELL SELL SELL! "

  4. Warren Buffet said " Be greedy when others are fearful". My mistake Warren. I currently own 1000 shares and I will continue to build until i have 10,000 shares!

  5. Sirius is in just about every vehicle rolling off the showroom floor.

  6. Commercial free! Who isnt sick and tired of commercials and ad supported media access?

  Enough said. I see this stock hitting the $20 mark in 3 years. Just wait till after they remain listed on the Nasdaq, and after Mel gives his finance report next month. Those who are sitting there on the sidelines will weep.

• Report this Comment On April 26, 2010, at 1:44 PM, plange01 wrote:

  sirius will most likely fail by the end of 2010..

• Report this Comment On April 26, 2010, at 1:54 PM, starpark88 wrote:

  Meh, 3 years is too short a timeframe. Heck, I remember hooking up my own $20 IPod adapter in my car 6 years ago, and thats still not on every car. Universal Wifi, whether its from gov't programs or smart phones may eventually pose a problem to SIRI but we're at least 5 and most likely 10 years away from that. The technology is here, and has been for years, and its getting cheaper every year, but consumers in general don't modify their own cars with techy gadgets and so its up to the manufacturer to adopt these things.

  3G and 4G may work well in cities, but there are dead zones and anyone who travels across the country needs to either figure out an alternative, or suck it up. Personally, I don't think satellite radio is worth it but I can see why others disagree.

  Also, as great as the internet is, it still doesn't have tons of premium high quality DJs. Sure, there are great speakers on TED, and great music on Groovershark, but there isn't a platform which unites these yet. I'm sure it'll be here in 5-10 years, but there currently is not really a great easy alternative.

• Report this Comment On April 26, 2010, at 2:14 PM, BigVincent wrote:

  Frank Ahrens doesn't know a thing about what he is talking about. If you view satellite radio as a whole its asset is $7.4Billion, compared to a little under half of that is debt with extensions. Take asset at $7.4 Billion plus generated revenue of $2.7 billion you have a 10.1 billion dollar company that has nothing more but tax write offs for the next 5 years+. So now if we just simplify operating cost + debt you get roughly about $3.5 billion annually, and this numebr will get smaller annually. 10.1 Billion - 3.5 billion equates to $6.6 billion. The only way this company could fold and go bankruprt is if total amount of liability in the company weighed more than asset , which in this case probabilty of bankruptcy wont happen because you can see the company still has room to play with as far as an equity line of credit. Once the debt is paid the company should retain $2.7 billion in cash per year with a subscriber base of 20million or better.

• Report this Comment On April 26, 2010, at 2:19 PM, BlaznSdls wrote:

  To those who say that prople will nit continue to pay for Sat radio subscriptions, I remind them of those who said no one will continue to pay for cable TV.

  Remember when TV was free???

• Report this Comment On April 26, 2010, at 2:37 PM, southernbeachguy wrote:

  Frank Ahrens & the Washington Post = Dumb, Stupid, unethical, uninformed.

  The Fool = Dumb for letting him on your show.

  In 3 years Sirus will be Worldwide with 100 million subscribers.

• Report this Comment On April 26, 2010, at 2:54 PM, ETMatyahoo wrote:

  Because of the nature of the service, SiriusXM will cut out in long tunnels, parking garages, and even in some areas next to solid buildings (perhaps in the far north for this last one.)

  Maybe they should shoot the rays from those phone towers?

• Report this Comment On April 26, 2010, at 2:54 PM, ETMatyahoo wrote:

  Because of the nature of the service, SiriusXM will cut out in long tunnels, parking garages, and even in some areas next to solid buildings (perhaps in the far north for this last one.)

  Maybe they should shoot the rays from those phone towers?

• Report this Comment On April 26, 2010, at 2:58 PM, JamesRobertDobbs wrote:

  Re ETMatyahoo, they already have terrestrial repeaters. Not an issue.

• Report this Comment On April 26, 2010, at 3:02 PM, superdave1459 wrote:

  I just love reading the ignorance of all these newbies invested their life savings of $2,000 and think tey'll get rich. You are all incapable of reality, whenever anyone comes out with any facts that don't claim this is the best investment, you start with the insults how they are just bashers and shorters.

  Take big vinnie adding market capitalization number (which is wrong of course) and adds revenue to that number to come up with value..LMAO...

  or ole beachguy who claims they will get 81 million subs in the next 3 years....LMAO again...

  The facts are your friend. 18.9 million subs, still losing money and still incapable of paying iots $3.3 billion in debt.

  I'll be standing by as all your great predictions...like $5.00 in 18 months.....I would LOVE to see an analysis showing how this value will be a 5-bagger by next fall......

  Keep up the good work at taking things as they are Ahrens, us realists are having fun watching all these newbies spin in the sand with their head buried deep.

• Report this Comment On April 26, 2010, at 5:04 PM, dsneill0607 wrote:

  i have to believe Sirius will be around awhile. streaming audio on 3g is flaky at best, no 3g forget it.

• Report this Comment On April 26, 2010, at 5:07 PM, RonsThoughts wrote:

  It is kind of heartening to see the “short” sided bears suffer a little now that the economy is on the mend; maybe we should take up a collection.

  As stated above everyone thought the cable companies would go away. Also as stated before, the cost of wireless at 70 dollars a month makes Sirius XM Radio look like a bargain.

  One little factor hasn’t been mentioned here that I know of and that is what we get from the post office, the cable company and your local cell phone company every year - a simple rate increase. A $2 per month rate increase from the soon to be 20 million subscribers will send the monthly subscription rate up from $13 dollars a month to $15 dollars a month, which will add ½ a billion dollars a year to Sirius XM balance sheet...

• Report this Comment On April 26, 2010, at 5:28 PM, RonsThoughts wrote:

  It is kind of heartening to see the “short” sided bears suffer a little now that the economy is on the mend; maybe we should take up a collection.

  As stated above everyone thought the cable companies would go away. Also as stated before the cost of wireless at 70 dollars a month makes Sirius XM Radio look like a bargain.

  One little factor hasn’t been mentioned here and that is what we get from the post office, the cable company and your local cell phone company every year - a simple rate increase. A $2 per month rate increase from the soon to be 20 million subscribers will send the monthly subscription rate up from $13 dollars a month to $15 dollars a month, which will add ½ a billion dollars a year to Sirius XM balance sheet...

• Report this Comment On April 26, 2010, at 6:39 PM, janericcarl wrote:

  I keep hearing about the threat of competition. There is none. Pandora is not a threat. If anything, it is the other way around. Sirius has live content that can't be matched by Pandora. Plus, Sirius can also sell their service over the internet and smart phones. I personally do not use the service. But everyone I know that has it loves it and won't give it up. Including my wife. Anyone holding a short position in Sirius is playing with fire.

  5 to 10 years from now, Sirius will still be here and it won't be a penny stock.

• Report this Comment On April 26, 2010, at 8:34 PM, libertyrightnow wrote:

  I've used my Sprint 3G card in my car for 3 years now and I love it. I can listen to every single cable TV channel I have at home through my slingbox, and I have a choice among thousands of internet streaming radio stations, but there's really only 2 that I regularly listen to because its music that isn't available on Sirius.

  Obviously future car internet radios will take all the clumsiness out of the picture--you will program your favorite internet channels ahead of time and then have them at the simple push of a button, much like car radios have worked for decades.

  However, I'm ALSO a huge fan of Sirius. I can see markets for both platforms, including a lot of overlap. I'll probably add Sirius when I buy my next car.

• Report this Comment On April 26, 2010, at 9:29 PM, trippyv wrote:

  Talk about the crazy talk from both sides. The company is continuing to grow, YES. The company has a ton of debt to deal with, YES, but they also have an ally with deep pockets named LIBERTY. Internet radio is an option, but how many will pay for it? Yes, you will have to pay, nothing is free. Whether it's commercials or a subscription for $10 a month, you will pay. Sirius understands this, they are more than just sat rad, they have the ability to deliver content to any car that has their equipment. Imagine sales reps from fortune 500 companies linked into sales force.com streaming information to their sales reps cars informing them of up to the minute sales data. Sirius has the infrastructure in place to do whatever they want down the road. There is potential here and content is king. As long as Sirius controls the content and has the broader delivery spectrum, no one can touch them. The stock will go up, but I would say more around $3 a share in 18 months and with stocks multiplying all over the place in todays market $3 isn't a big jump. I'm Long Sirius. P>S> IMAX was formed in the 60's and their just taking off now. Sirius is a young company. Be patient.

• Report this Comment On April 26, 2010, at 10:48 PM, majordm wrote:

  yawn.

• Report this Comment On April 27, 2010, at 1:09 AM, smizzel wrote:

  Sat radio has a bright future. 3g, 4g, blah blah. I have a 3g internet for my notebook computer. It costs $60 a month and has a 5GB limit. You can listen to 5GB of music streams in 5 days. Then you start payimg premium per minute rates. Same old cell usage rip-off that has been going on for 30 years.

  You just can't beat Internet radio. It is live unlimited content. No 5 GB limit rip-off. I can listen LIVE to CNN, CNBC, or my favorite theme stations, etc, driving virtually anywhere. No more country hick stations when I am out of range from large cities driving. No more constant scanning for a good radio station. No more buying music (CDs, MP3s). The content list just keeps growing. A couple bucks extra a month and I now have all the same on my Internet at home. Once you go XM you will never turn on your old car radio again, trust me.

  Assuming the company is managed well, this stock will only go up. There is no competition, short term or long term to sat radio. It is the future.

• Report this Comment On April 27, 2010, at 1:12 AM, smizzel wrote:

  Correction "You just can't beat Internet radio." should have said you just cant beat XM radio. Sorry for typo.

• Report this Comment On April 27, 2010, at 1:14 AM, smizzel wrote:

  correction..."You just can't beat Internet radio" was supposed to say.. you just can't beat XM radio.

• Report this Comment On April 27, 2010, at 7:27 AM, draland wrote:

  It's up 2000% folks, and 83% year to date alone !!

  It's a 20-bagger since its low..................@ $0.05

  Don't hate folks......................Not far fetched to add another, oh let's see................5-"bags" ??

  Why the heck not......................!!!

  Watch out !!

  And BTW Some of us did not invest $2000, but 10-times as much.......................................; )

• Report this Comment On April 27, 2010, at 9:04 AM, wordcarr wrote:

  You are naive Rick, and also very uninformed.Your working knowledge of broadcast media is very limited. 18 million subs is a drop in the bucket compared to radio's audience. Radio will always be the "P1" choice of the vast majority.Only in a small part, is the sub fee of 13 dollars a factor to choose to listen to a sat channel vs. a local radio station. The desire for relavant content drives listener habits.Sure there will be those that will listen to a sat channel. Sirus as a good investment based on a limited sub base not a good play.

• Report this Comment On April 27, 2010, at 9:24 AM, Streamlined wrote:

  I see that the Sirius crazies have invaded this article. No one likes to know there is another side to Sirius radio which is why they come in hoards to bash anything negative article. I agree with this article to a certain degree. ALL technology dies unless it evolves. Have a $14 fee to listen to the same replay of music is not worth it. I found myself changing the channels on the Sirius radio as much as I was on my FM radio because the music was terrible at times. So why would I pay to change the stations? In my city I have 4 Country, 3 Top 40 type, 2 oldies, 2 rock, so even if a commercial comes on, I have plenty of stations to go to just like on Sirius, if a bad song comes on I can turn it.

• Report this Comment On April 27, 2010, at 9:25 AM, Streamlined wrote:

  So draland, you put $1000 on a 1000 to 1 shot and won. That doesn't make you a good investor, just a lucky one.

• Report this Comment On April 27, 2010, at 1:37 PM, Br0oklyn wrote:

  What Is It One More Day For Us? For That Ten Day Period

• Report this Comment On April 27, 2010, at 2:28 PM, plange01 wrote:

  sirius is as dead as GM right now....in three years it will be forgotten!

• Report this Comment On April 27, 2010, at 3:06 PM, JamesRobertDobbs wrote:

  plange01, a better comment would be "Sirius is as dead as Ford right now," and that would mean that Sirius is doing quite well, seeing as (1) Sirius has a very high activation rate in Ford vehicles, (2) Ford Motor is offering introductory trials of Sirius in pre-owned vehicles, and (3) Ford's just-released quarterly results show that it is doing extremely well and beating all Wall Street expectations, which just means more subscribers for Sirius.

  Do the math. Think.

• Report this Comment On April 27, 2010, at 3:23 PM, puravidainCR wrote:

  I signed up for a year of Sirius radio a little over two months ago after the 3 month trial ran out. I do a lot of driving between states and terrestrial radio really doesn't work for me anymore. Sirius is adding channels all the time and the clarity is so much better than terrestrial radio. I like the product because even though my location changes, it doesn't. Since the auto industry is gradually recovering, I believe that Sirius will also ride that wave up. Sirius is already in Mexico, I believe you will eventually see it in Central America (I was just in Costa Rica a week ago and will retire there) where the standard of living is rising and more car buyers would like this. That is why I now have around 1500 shares and climbing of Sirius. I believe even with all of the problems they have had, they are on the right path.

  Plange01, Siridoom and the other naysayers,

  You may be right somewhere down the road but not in 2010 or 2011. Back up your statements with so facts not just pronouncements.

  BTW, I have lots of friends who are Sirius/XM subscribers.

• Report this Comment On April 27, 2010, at 9:07 PM, sickafus wrote:

  What is something happens to the satellite? Is there a back up?? P

• Report this Comment On April 28, 2010, at 4:53 AM, Br0oklyn wrote:

  Who Needs 3G? They Got sophisticated Satellites ! Fo0L. SIRI LONG RuN. Limit

• Report this Comment On April 28, 2010, at 4:54 AM, Br0oklyn wrote:

  Who Needs 3G? They Got sophisticated Satellites ! Fo0L. SIRI LONG RuN. Limit

• Report this Comment On April 28, 2010, at 7:38 AM, mbl1234 wrote:

  I wouldn't touch SIRI with a ten foot pole. Drowning in debt and quite frankly, the product stinks. I had for 8 months and gave it up. $13/month for increasingly narrow programming and commercials on more stations. I know more people who gave it up than kept it. There are already different ways for people to program their own media wherever they go, they'll only improve going forward. In a few years sirius will be a dinosaur.

• Report this Comment On April 30, 2010, at 12:21 PM, EvilPhD wrote:

  I can only see cell and cable provider's greed as SIRI's gain. Everything they have been doing is to lobby congress to pass laws that will enable them to charge increasingly more $$ for the mobile bandwidth.

  Until the mobile and cable carriers free up and give truly unlimited and affordable bandwidth plans, people will use SIRI radio or their MP3 players.

  This isn't to discourage people form embracing the mobile WiFi, it is very useful in LAN and limited web use.

  What would be interesting is if someone bridged AOL's WinAmp's functionality with SIRIUS. I would totally tap that ability.

  The $5 target by the end of the year some people are predicting is far too aggressive given SIRI's history. Playing conservative, I could see the stock reach into the $1.50 - $2 range, which could still yield decent ROI.

• Report this Comment On April 30, 2010, at 7:11 PM, mb335 wrote:

  If S/XM has a chance, it seems like the corporate officers would be the first to believe it, yet they continue to sell their shares for peanuts instead of buying more. Maybe they know something.

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