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The Street Converse with other investors about finance, economic and investment strategies. This is also the place to discuss SIRIUS XM company news and your favorite stocks.

 
 
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Old 08-06-2005, 10:50 AM   #106
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Quote:
Renaissance Man wrote:
The battle will eventually be won by content, and even many who don't like Sirius have to admit Sirius is currently the leader in that regard.
This is clearly subjective. There are those who prefer Sirius and their choices in content and those who prefer XM's choices.
It absolutely is -- in more ways than one. It is subjective which company offers better content, and some people prefer one over the other. But the vast majority of people buying satellite radio have no preference. They KNOW that either company's content is better than terrestrial radio, which they're leaving. The content battle is not between XM and SIRI -- it is between Sat Rad and terrestrial.

There is also a perception amongst many Sirius shareholders that Sirius has better content because it spent more. It is important to recognize that Sirius was literally ripped off by Stern. XM has stated they could have considered $25-30 mln/year for Stern. But $100 mln? It wasn't even in range. So how in hell did Stern get Sirius to give him $100 mln? He just outnegotiated Clayton. MORE EXPENSIVE CONTENT DOES NOT MEAN BETTER CONTENT. It may well mean someone overpaid for content.

Will the battle be won by "content"? Maybe some day. But right now, as long as both companies offer a signficant improvement over terrestrial, content is a tertiary concern. What REALLY differentiates the companies today? OEMs. Receivers/hardware. Retail packaging. Name recognition. Retail presence. Content is way down the list.

I don't know whose content is better. XM's is better from my point of view -- I am mostly interested in music, and it is just no contest IN MY VIEW. But others have their views, as well.

If "content is king", and Sirius has the best content in the industry, and Sirius has better brand recognition as they claim, why is XM consistently whipping Sirius at retail?
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Old 08-06-2005, 11:00 AM   #107
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Originally Posted by FrontMed

If "content is king", and Sirius has the best content in the industry, and Sirius has better brand recognition as they claim, why is XM consistently whipping Sirius at retail?
XM isn't whipping Sirius in retail. XM has had ads lately and Sirius has not so XM may be a little more recognized than Sirius just because of those. But, I'd say it isn't a huge difference. I look forward to your comments when Sirius adds more subs than XM in 4Q just to see how you twist it or what excuse you give. Also, a poll a few months back showed that more people (if interested in satellite radio) were more likely to get Sirius.

I don't know why you keep insisting on coming here and constantly talking negative about Sirius and praise XM like they are god. If you think you are going to change people's minds than you are hugely mistaken. After all this is a Sirius fan site.
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Old 08-06-2005, 11:47 AM   #108
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XM isn't whipping Sirius in retail.
Last quarter it was 56/44 at retail. That was with Sirius doing heavy discounting near the end of the quarter. Today, XM is being more aggressive and its retail share is back in the range of 62/38. The point holds: If content is king and Sirius has the best content, why is this occurring?

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I look forward to your comments when Sirius adds more subs than XM in 4Q just to see how you twist it or what excuse you give.
I think it is obvious that Sirius SHOULD add more subs at retail in Q4. Several people have suggested, just as you have, that this will be some big event. SIRIUS PAID A HALF BILLION DOLLARS FOR THE PRIVILEGE OF SIGNING UP MORE SUBS AT RETAIL IN Q405. Indeed, if Sirius DOESN'T stomp XM at retail in Q4, Sirius is in very deep trouble. I fully expect Sirius to outperform XM at retail in Q4.

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I don't know why you keep insisting on coming here and constantly talking negative about Sirius and praise XM like they are god. If you think you are going to change people's minds than you are hugely mistaken. After all this is a Sirius fan site.
I'm sorry. I thought this forum was for discussion of the stocks, particularly Sirius. I didn't realize you could only come here and heap praise on Sirius. God help us if anyone comes here and is a little honest about the company and its management. We need our daily injections of anesthesia, right?

As to "changing people's minds", I could care less. I'm here for the same reason others purported are -- to discuss the stock. But my intention is to be factual and realistic, not just to add hype to the pile. I have no interest in cheerleading for either side.

If you find fault with my argument, just present your rationale. If your goal is to run me off, maybe you can just moderate me out of existence. If someone posts something that you don't want to hear, just silence him.
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Old 08-06-2005, 01:37 PM   #109
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You are exactly right, this is the forum for discussing stocks. But you can see how you would piss some people off by constantly talking negative about Sirius. And especially when you don't participate in the other parts of the site. You do have every right to participate in any part, but still the fact remains that your habits are not popular.

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Originally Posted by FrontMed
SIRIUS PAID A HALF BILLION DOLLARS FOR THE PRIVILEGE OF SIGNING UP MORE SUBS AT RETAIL IN Q405

Which means a $hit load of money. The Stern effect will last longer than Q405 of course, I'd expect Sirius to sign more up in Q106 than XM also. After that his effect will get smaller but I think when people are looking to sign up he will definitely be the reason for some to sign up with Sirius.
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Old 08-06-2005, 02:07 PM   #110
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You are exactly right, this is the forum for discussing stocks. But you can see how you would piss some people off by constantly talking negative about Sirius. And especially when you don't participate in the other parts of the site. You do have every right to participate in any part, but still the fact remains that your habits are not popular.
a) I don't care who is "pissed off". And I'm not just "talking negative". I'm stating facts, opinions, and making well-reasoned arguments that some people think the only way to refute is by changing the subject.

b) I don't participate in other parts of XM411, but nobody in the stock forum thinks that is a requirement. I listen to both services, but my interest and what I know most about is the investment angle. Far better to let those who know about the best way to install a PNP in a Camry discuss that subject. If I have a question about that subject I'll post it there.

c) My "habits" are not popular? What "habits"? My "habit" of calling things as I see them? Sorry, whether that makes me popular just doesn't figure in.

Quote:
Which means a $hit load of money. Happy The Stern effect will last longer than Q405 of course, I'd expect Sirius to sign more up in Q106 than XM also. After that his effect will get smaller but I think when people are looking to sign up he will definitely be the reason for some to sign up with Sirius.
This remark should make you popular in this forum. It doesn't mean it will happen this way. In particular, the notion that Q1'06 will bring more subs to Sirius than to XM is totally without any foundation.

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Old 08-06-2005, 02:44 PM   #111
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Originally Posted by FrontMed

a) I don't care who is "pissed off". And I'm not just "talking negative".
We know you don't care who you make mad. As far as your talking negatively let me post a couple of your previous quotes on this thread as well as the other Street threads:

Frontmed's true feelings:

"I *DO*, however, want to see XM destroy Sirius ("kick SIRI's teeth in"). "

and

"This is about me wanting to see XM crunch its boot heels into Sirius' teeth."

You have proven your true intentions and now we just want you to leave and not come back. You single handily may be the reason for this community to insitute an ignore feature. I believe the moderators will ban you before this happens, hopefully.

There are other forums on the internet that you can express your hatred of Sirius. I know this for a fact because I see your venom everywhere else on the net that remotely has a chance of discussing satellite radio.

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Old 08-06-2005, 02:57 PM   #112
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That post a few months ago really got to you, didn't it Rich?

I can honestly say that I don't have a single one of YOUR posts bookmarked.
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Old 08-06-2005, 04:34 PM   #113
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Actually FrontMed is just proves the point that you are nothing but a TROLL. Your only purpose on this forum is for one reason and that is to post your negative bull shit. Your total bias position isn't based in fact it based in speculation. Anyone that works as hard as you do to continuously highlight the negative of one company while giving the other a pass clearly has an adjenda. I've always known your true colors, but you have totally been exposed and as far as I am concerned you have ZERO freaking credibility.. NONE NADA.

Stick a fork in it this topic is done!
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