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Old 12-03-2006, 06:58 PM   #61
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Quote:
Originally Posted by rustytrombone
No, like companies that RELY on US dollars to survive like THE AUTO INDUSTRY, AIRLINE INDUSTRY, SUPERMARKETS, DEPT STORES, FM RADIO, REAL ESTATE MARKET, WEAK US DOLLAR.....

Wanna throw WALMART in there too cause they are REAL GOOD FOR THE ECONOMY.

So NEXT YEAR IS IT Huh? As I do not DISAGREE with that statement I think they will BOTH be around longer than 2007. I DO believe they can and will merge at some point though.

I say, there will be 3 options at some point. A standard subscription, a Premium, and a Premium Plus Video option.

I also do not think that the people Stern does business with are going to fail anytime soon. Stern only knows how to make people money and his track record shows this.
Well you had me believing some of what you wrote until your final sentence. My God, Sterns is a *^&%ing DJ, thats all. A DJ that signed a contract for $600 million, he'd be nuts if he turned down that offer. From here on out Sirius is not going to live or die because of Stern, they will live or die if and when Mel gets serious about cutting costs and forgetting about this silly subscription war Sirius and XM are in.

Ecomonic's 101, no business can survive for very long if they are going to spend $200 to make $100.

BTW Many of the industries you mentioned are in trouble because of piss poor management, not because of the dollar.

Last edited by Satradioman; 12-03-2006 at 07:24 PM..
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Old 12-19-2006, 10:36 AM   #62
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Default Sirius is making that revenue but that is gross revenue

Quote:
Originally Posted by FlagRiot
WHO is making 20 million a month? what in the world are you talking about?

siri? siri is LOSING, not MAKINg, and the amount is estimated at $100m/month. counting the stern ad revenue and everythign else.

if you dont know this and youre 'dabbling' in siri then 'dabbling' is an overstatement of what youre doing.



lol.



you guys have really done your homework around here.
What I am talking about is what Sirius stated they are making in subscriptions per month. If you take 12.95 and multiply it by the number of subscribers (not accounting for multiple subs like me) that is how you get the number. I did not state they were making a profit which is different from making money (which they are). There is a BIG difference. I also did not say I was in the stock market now but have been in the past. I did not say I had Sirius stock either. Please don't make assumptions or jump to conclusions.

I am not sure what you are saying when you respond "lol". It just shows you know nothing of the stock market and how it works. Please research bull and bear markets.

Again don't know what you are referring to when you say I have done my homework. Hopefully banging your head against the wall will knock some sense into it. How do you think anyone, CEOs, actors, lawyers, etc make big money. It is based on their past history. I see you know nothing of business.
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Old 12-19-2006, 10:40 AM   #63
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Default I did post data.

Quote:
Originally Posted by FlagRiot
hate to break it to you but siri _IS_ in ddep shit right now. they have now backed away from the previous guidance (and remember, the biggest month of the yr is yet to come). they are spending a _lot_ of money -- massive high$ tv advertising, huge full page newspaper ads, receiver giveaways by the truckload. and they were looking at losing over a billion (i think merrill has them at 1-1-1.2 billion loss) before this.

they are in deep shit whether you already know it or not.




sure he is bringing in some money but he is also costing siri a lot. remember, at least 300m of siris loss this year will be attributable to stern and thats before you count the cost of all that sacs for stern subs etc as i showed above.

i'll move on -- it is evident that my post above in which i set out precisely how stern is at very best a marginal winner for siri over the 5 yrs (and more likely a very big loser) was ignored while nobody in this forum has bothered to so much as post any data in support of an adverse position.

gtly all.
Sirius is getting $20 million in subscriptions. This is gross revenue. Howard Stern gets paid in gross pay but I am sure he doesn't keep all $500 million either. So compare apples to apples. You are stating the net revenue and comparing it against Stern's gross revenue. Yes they are operating at a loss right now but they soon will be fine. They just paid a lot of money to launch another satellite. You have to spend money to make money.
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Old 12-19-2006, 08:05 PM   #64
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Quote:
Originally Posted by sschafir
They just paid a lot of money to launch another satellite.

This is not true.

Is this statement then a lie? Or the ramblings of an unfortunate misinformed soul.
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Old 12-26-2006, 05:53 PM   #65
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The future of Sirius.

What IF a merger did take place and the new company ( SIXM ( as I read somewhere)) decided to offer free commercial stations with a pay-for platform of premium programming and sports ?

I think it would be a fricking hoot to have satrad in 100% of all cars with up to maybe 50-60 free stations with commercials and 150-200 premium stations without any commercials.

Dream big as the present model, formats and companies won't exist in their present form much longer.
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Old 12-27-2006, 10:05 AM   #66
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Everyone is so doubtful, predicting such negative results. Think they know it all?? Well, don't count Mel Karmazin out, quite yet. Sirius will surprise as never expected, before anyone expected, and blow the negative pundits out of the water.
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Old 12-27-2006, 12:31 PM   #67
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"You have to spend money to make money."

Exactly! In fact, that's all you have to do! Just spend spend spend and then take loans to spend more, and when nobody will give you credit any more, just create stock and hand that out like it was money. That's how you make money!

awesome!

...Has it ever occured to anyone here that Management is getting rich NOW? Thier salaries and bonuses are not entirely based on 5 year goals, folks.
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Old 12-29-2006, 12:25 AM   #68
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It is interesting to note that they are among the highest paid CEO's of any company. It's yet another thing that compares the satellite radio effect to the Internet companies of the 90's.
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Old 12-29-2006, 01:00 AM   #69
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Quote:
Originally Posted by hazzar
Everyone is so doubtful, predicting such negative results. Think they know it all?? Well, don't count Mel Karmazin out, quite yet. Sirius will surprise as never expected, before anyone expected, and blow the negative pundits out of the water.
I think you have to start with a good base before a quality leader can take something to the next level. CBS/Infinity Radio was an excellent base. The top stations in the country. Their big competition, companies like Clear Channel, worked on cheapening radio while Infinity spent some money on quality stations and talent. Clear Channel voicetracked almost everything. In many cases, Infinity kept it live. In the 90's, almost all of the most talked about radio stars worked for Infinity. Howard Stern, Don and Mike, Imus, etc. Through Westwood One which the company had some kind of affiliation with, they added dozens more legends like Casey Kasem, etc. Infinity stations were the most listened to radio stations and were flowing tons of cash. Mister Ed could have done impressive things with that company.

Sirius is not #1, is not the most listened to anything, doesn't flow cash, is deeply in debt, and the majority can take it or leave it. Stern always sounds near desperate to verify the companies continued existance on late night TV. Mel has been around for a while now and hasn't done much/anything for the service or stock. He's making downgrades, and wild predictions about advertising dollars that just aren't happening. The majority of the time he's quoted, it's talking about mergers. Yes, Mel knows mergers. He's sounding like a one trick pony lately. But would he know what to do with these companies after a merger to make them profitable? I'm not sure.

As the many analyists have stated, a merger of XM and Sirius wouldn't really benefit these companies as the equipment is non-interchangable, and it maybe downright impossible to get approved anyway. It wouldn't hurt Mel to have a plan B.

Last edited by BigRadioFan; 12-29-2006 at 01:04 AM..
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Old 12-29-2006, 07:51 AM   #70
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Take it or leave it huh? I don't really know what you've been listening to?? Well, over 6 million PAID subscribers IS a damn good "base".
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Old 12-29-2006, 02:11 PM   #71
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Quote:
Originally Posted by hazzar
Take it or leave it huh? I don't really know what you've been listening to?? Well, over 6 million PAID subscribers IS a damn good "base".

sirius is nowhere near 6 million "paid" subscribers. One of the "experts" here could give you a close to actual but i'll take a wild guess and say somewhere around 5.3-5.5 million full paying subs.
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Old 12-29-2006, 03:23 PM   #72
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Big deal, I think you are wrong, but 5.3 OR 5.5 million is still a damn good base. And very accelerated growth. People are looking for overnight success, and it just will not happen. But I do think Sirius has been MORE than successful so far.
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Old 12-29-2006, 07:55 PM   #73
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Ending Q4 with 5.3 million subs is impossible that would make this the worst quarter in years. They gained 441,000 subs last quarter and it wasn't even the christmas season.
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Old 12-30-2006, 10:01 AM   #74
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Quote:
Originally Posted by soxnationonline
sirius is nowhere near 6 million "paid" subscribers. One of the "experts" here could give you a close to actual but i'll take a wild guess and say somewhere around 5.3-5.5 million full paying subs.

Uh, dude, they had over 5 million subs at the end of the third quarter. You believe they have only added 300,000 subs in the fourth quarter?

Ok.
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Old 12-30-2006, 04:48 PM   #75
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Quote:
Originally Posted by soxnationonline
sirius is nowhere near 6 million "paid" subscribers. One of the "experts" here could give you a close to actual but i'll take a wild guess and say somewhere around 5.3-5.5 million full paying subs.
Man, you better quit smoking or drinking the jungle juice! No way they only added 300,000 subs in the 4th quarter... If so what did XM add 100,000?

I know your key phrase here is "PAID" but guess what even those cars sitting on lots are "PAID" subcriptions, even if the cars don't have owners yet.
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