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Old 11-27-2006, 11:01 AM   #16
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Like merging MAC OS and Windows. These companies took different paths technically.
probaly a good analogy -- there just is not any real overlap between them.

it is telling that melk. keeps pushing this. why? if his company is doing so well, will be bringing billions in fcf in just a few yrs why is he going this route?
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Old 11-30-2006, 05:55 AM   #17
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Originally Posted by hazzar
I think you can just about bank on a merger happening between Sirius and XM. It would solidify the strength's of both satellite companies. The FCC would look favorably on such a merger, and it simplifies the whole industry.
I fully agree and have been saying this would happen for now 18 months. The ironic thing is that 1.5 years ago people who suggested this were laughed off boards. Now the reality gets closer month after month.

Where I'm not pleases with this is Mel's ( and Cramers ) continual chatter about it. It's just yapping which has become annoying. Either do it Mel or STFU IMHO.

The boy who cried wolf as this continues to unfold.
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Old 11-30-2006, 10:44 AM   #18
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Whisker

Why do you think melkarm. continues to stir this bucket? if he is so confident in siris ability to generate billions in free cash flow, why bother with a merger with xmsr?

the analyst kit spring placed the first estimate i have seen on the savings which was i believe $690M (unfortunately he doesnt detail his estimate, which would be great to see).

anyway the energy mel is spending on this topic for a mere $690m in savings (when youre cash flowing billions) seems out of kilter, does it not?
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Old 11-30-2006, 11:03 AM   #19
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Whisker

Why do you think melkarm. continues to stir this bucket? if he is so confident in siris ability to generate billions in free cash flow, why bother with a merger with xmsr?

the analyst kit spring placed the first estimate i have seen on the savings which was i believe $690M (unfortunately he doesnt detail his estimate, which would be great to see).

anyway the energy mel is spending on this topic for a mere $690m in savings (when youre cash flowing billions) seems out of kilter, does it not?
--------------------------

Boy I sure would want it ( merger ) if I were on either B.O.D.

Consider that sales for both companies are now maybe 1.8 Billion combined. 700 million against that looks VERY good. Also FR, consider that 690 is the moolah saved TODAY. These savings would be greater in the future as more lines roll out. Economies of scale.

I'm not only convinced that it will happen, but I suspect that when it does, a basic service ( like Cable and Direct/Dish ) will be provided for the masses for probably $6.99-$9.99. This would probably go all the way to a $25.00 month fee if you wanted all 250 ( my guess ) chanels. This will be the "cookie" that satrad gives the reg. agencies and the customers.

I tell you boys, it will be a fricking glorious day when these blood brothers stop fighting each other and start fighting ipod, terrad and other forms of communication.

Satrad can be for the masses, and as popular as a 1960's transistor radio but will get there VERY slowly without combining these companies to lower costs and add valuable services.
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Old 11-30-2006, 11:23 AM   #20
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He hints at it because its tended to bump the stock up each time he does.

He's a salesman, after all.
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Old 11-30-2006, 12:34 PM   #21
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These savings would be greater in the future as more lines roll out. Economies of scale.
this is what i dont get ... where is the savings everyone sees?

It is hard to see where there is really any savings at all -- i dont even know where they came up with 700M but the concept of satellite radio was based on high fixed cost and low variabl.e costs and a merger wont appreciably reduce variable costs and fixed costs are ... fixed.

someone wrote today that a merger would make 'all four major sports' available on both. where did they get that idea? same with stern. these orgs have deals with siri not xmsr.

a merger does look attractive to siri -- siri has gotten itself in to these too high content costs and has some real problems w/ its technology that xmsr could 'fix'.

but why would xmsr agree to do that?
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Old 11-30-2006, 01:25 PM   #22
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Originally Posted by Tone_Deff
He hints at it because its tended to bump the stock up each time he does.

He's a salesman, after all.
-----------------

And a damn good one noting his career.

I think it's more than that since the bumps are small and short lived. He wouldn't waste his street cred to move Siri 3% for 3 days.

I would guess that he's trying to float this concept to garner support either between reg angencies, XM's board, or both.

The investment community loves the idea. When they gush it makes any hesitant member of either BOD look like fools if they were to oppose it.
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