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Old 11-01-2005, 01:18 PM   #16
satradfan
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Originally Posted by satradfan
Quote:
Originally Posted by Hurricane
Oh well. Bank of America took a little kick in the pants this afternoon with that nice SIRI rally. Bear Sterns came to the rescue. Hehe.
I can't remember an instance when Bank of America has praised Sirius. This is another instance of that. They've lost their credibility in my book.
Again this morning....Jonathan Jacoby from Bank of America tried to grill Karmazin about churn and OEMs. His bias towards XM is so obvious.
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Old 11-01-2005, 01:36 PM   #17
soxnationonline
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Quote:
Originally Posted by satradfan
Quote:
Originally Posted by satradfan
Quote:
Originally Posted by Hurricane
Oh well. Bank of America took a little kick in the pants this afternoon with that nice SIRI rally. Bear Sterns came to the rescue. Hehe.
I can't remember an instance when Bank of America has praised Sirius. This is another instance of that. They've lost their credibility in my book.
Again this morning....Jonathan Jacoby from Bank of America tried to grill Karmazin about churn and OEMs. His bias towards XM is so obvious.
what;d mel say?
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Old 11-01-2005, 10:27 PM   #18
Renaissance Man
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Quote:
Originally Posted by satradfan
Quote:
Originally Posted by satradfan
Quote:
Originally Posted by Hurricane
Oh well. Bank of America took a little kick in the pants this afternoon with that nice SIRI rally. Bear Sterns came to the rescue. Hehe.
I can't remember an instance when Bank of America has praised Sirius. This is another instance of that. They've lost their credibility in my book.
Again this morning....Jonathan Jacoby from Bank of America tried to grill Karmazin about churn and OEMs. His bias towards XM is so obvious.
Jacoby is a joke.

The churn rate is still very low, and Sirius's OEM lag has been caused by Daimler-Chrysler and Ford dragging their feet. Can't blame that on Sirius.

As of late, it's looking like Chrysler and Ford are finally going to get off their butts. So the OEM situation is only going to get better. And according to my sources, Sirius already has 40% of that market.

Not to mention that they've beaten XM at retail for the last couple of months or so.
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