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Old 08-04-2005, 01:45 PM   #1
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Default Analyst High on Sirius Stock

From www.radioandrecords.com

Legg Mason's Sean Butson retains his positive view on Sirius stock after the satcaster reported strong Q2 results.

Sirius' net subscriber adds came in at 366,000 — just 500 shy of Butson's estimate. Butson believes, however, that Sirius has much more subscriber growth ahead and that Wall Street estimates are "way too low" for year-end 2006 Sirius subscriber estimates. Butson says Sirius will enter 2007 with 6.8 million subscribers — far higher than the 5.3 million-5.5 million range many other analysts have predicted.

He also criticized his peers in the brokerage industry for calling for net add growth of "only about 50%, despite Ford factory installs really ramping up and Howard Stern coming on board in January."

Butson maintains his "Buy" rating on Sirius shares, along with an $8.50 per share target price.
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Old 08-04-2005, 10:11 PM   #2
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I admit that I am long on this stock and very bullish, but I really do agree with this analysis. I think that when Howard kicks in full throttle, Ford and Chrysler ramp up, and newer and better products hit the market, Sirius subs will really start to ramp up. It will be interesting to hear Sirius guidance for 2006 in a few months. As of now, and this could change, I will be expecting 6.2 million by year end 2006.
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Old 08-04-2005, 10:27 PM   #3
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analyst are coming on board to sirius. both xm and sirius are going to be very successful. similar to dish network vs direct tv

first time that i've seen 30% institutional holdings of sirius. the perfect storm is brewing for both sirius and xm

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Old 08-05-2005, 04:26 PM   #4
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Standard & Poor's most recent analysis also states that Sirius is looking significantly stronger.

The Sirius naysayers will ultimately be proven wrong.
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Old 08-05-2005, 06:19 PM   #5
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Quote:
Originally Posted by Renaissance Man
Standard & Poor's most recent analysis also states that Sirius is looking significantly stronger.

The Sirius naysayers will ultimately be proven wrong.
I agree they will indeed be proven wrong, but it is rather amusing to see how sure they are that XM is all that and a bag of chips, while Sirius is just a disaster waiting to happen. ROTFLOL
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Old 08-05-2005, 06:29 PM   #6
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Quote:
Originally Posted by 4BAMA
analyst are coming on board to sirius. both xm and sirius are going to be very successful. similar to dish network vs direct tv
I don't think that DirecTV is very successful. They had a net loss of 1.94 BILLION last year.

I do agree that both Sirius and XM will be successful, barring a new technology that renders them both obsolete.
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Old 08-05-2005, 06:35 PM   #7
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Quote:
I agree they will indeed be proven wrong, but it is rather amusing to see how sure they are that XM is all that and a bag of chips, while Sirius is just a disaster waiting to happen. ROTFLOL
I don't know of anyone making that claim. Sirius has major financial hurdles that XM doesn't face. The reason is because XM's management has been superb in every respect, while Sirius went through several years of horrible management. It took a while for them to get into the mess, it will take a wihle for them to get out.

The technology lag is killing Sirius. And it just keeps getting bigger and bigger. Karmizan is going to have to get control of it and get SIRI's engineering up to speed. Unfortunately, some decisions that were made early on are going to continue to be a problem for Sirius for a long time to come. For example, Sirius worked hard to get their product in many retailers -- like Radio Shack. Then comes XM with Connect and Play which literally wiped out that progress for Sirius (even Radio Shack will ultimately have to be selling Connect & Play gear). C&P has rolled out quickly, and over the next 12 months XM Ready devices will be ubiquitous. Where is Sirius on a competing technology?

Nobody is predicting bankruptcy anymore, and that's something. But the reality is that unless Stern delivers huge numbers of subscribers, the company faces an uphill struggle for the next few years. The Stern gamble may pay off; but still, it will have been a gamble that no public company ought to be taking on. If Stern brings in a couple million subs, the end will have justified the means.
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Old 08-05-2005, 08:10 PM   #8
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So glad to see your "sunshine" side come forth. Do you think it is possible to have both services make it? Wouldn't that be a rip!!!
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Old 08-12-2005, 12:51 PM   #9
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You all might want to check out this MSN link. It says that institutions are heavily selling shares. Bad MOJO, man. MSN gives Siri a 4 rating.

http://moneycentral.msn.com/investor...sp?Symbol=siri
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Old 08-12-2005, 12:58 PM   #10
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MSN is bed with CNBC, what do you expect?
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Old 08-12-2005, 06:51 PM   #11
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I wonder if you mind that I am "overly honest"? My Sirius stock value has increased 300% since I bought it.... I think the professionals who say its a good buy know alot more than some guy who has hate in his heart and has a agenda for a certain company's demise. First posts should be tactful too.....
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Old 08-12-2005, 07:21 PM   #12
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sirus as a long term investment has been awesome for me. my avg price per share is 2.87/shr with several analyst projecting 9.00/shr. as long as the economy stays strong sirius is a strong buy in my opinion
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Old 08-16-2005, 07:17 AM   #13
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Bama, since you are in the car insurance business, have you seen an increase in the number of Ford vehicles with Sirius recently?
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Old 08-16-2005, 08:55 PM   #14
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no ford cars with sirius so far. mainly seeing 2005 fords with the employee discounts. just a matter of time when the subs from ford start rolling out. 2006 model sales should ramp up in september.
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