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Old 01-02-2007, 02:59 PM   #1
mrb42
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Default CFBE + 6 Million Subs!

News just hit the street... should see a good gap up tomorrow in the stock price.
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Old 01-02-2007, 03:02 PM   #2
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Quote:
Originally Posted by mrb42
News just hit the street... should see a good gap up tomorrow in the stock price.
link?
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Old 01-02-2007, 03:03 PM   #3
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Quote:
Originally Posted by badmotherfarker
link?
Great news!!!! Although, I wonder why they released this when the market is closed.

http://biz.yahoo.com/prnews/070102/nytu107.html?.v=82
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Old 01-02-2007, 03:06 PM   #4
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Old 01-02-2007, 03:07 PM   #5
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Quote:
Originally Posted by MrBroncosfan
Great news!!!! Although, I wonder why they released this when the market is closed.

http://biz.yahoo.com/prnews/070102/nytu107.html?.v=82
Thanks... I hope there are some fireworks tomorrow!
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Old 01-02-2007, 03:20 PM   #6
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Quote:
Originally Posted by MrBroncosfan
Great news!!!! Although, I wonder why they released this when the market is closed.

http://biz.yahoo.com/prnews/070102/nytu107.html?.v=82
To once again prove that XM is always last.
To be first.

Hey PS ..Fuck you too Jim Cramer. 15 minutes after this great announcement, that little bi-polar fucker was bad mouthing Siri and Mel.
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Old 01-02-2007, 03:28 PM   #7
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Thank God. I hope XM is not able to say the same.
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Old 01-02-2007, 03:28 PM   #8
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Default Great News!

What do you all think. How many of the 900,000 and change that newly subscribed are online listeners??
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Old 01-02-2007, 04:24 PM   #9
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Guys, HOPE that XM does better then expected too--Its still an industry battle to accept sat radio as a viable business model--we all benefit if the industry does well...for now... then one can pull away in stock price

Im totally shocked with inventory not clearing out--i think the internet signups were really high which has a low cost to acquire--Also Stiletto sales probably stonger then expected
Should be a nice 30 cent bumpup before someone else says something bad--which will probably be in 2 minutes after the open
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Old 01-02-2007, 05:08 PM   #10
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Quote:
Originally Posted by garypl
Guys, HOPE that XM does better then expected too--Its still an industry battle to accept sat radio as a viable business model--we all benefit if the industry does well...for now... then one can pull away in stock price

I'm totally shocked with inventory not clearing out--i think the internet signups were really high which has a low cost to acquire--Also Stiletto sales probably stonger then expected
Should be a nice 30 cent bumpup before someone else says something bad--which will probably be in 2 minutes after the open
Yep, tomorrow's naysayers..... Satellite radio must be in trouble.... Sirius was down 21% of Q4 of 2005.... only 904,793 compared to 1,142,640.

Here's my thoughts... XM has some really lethargic numbers coming up. The Wall Street crowd pegged the quarter off about 35% nominally. If Sirius had 60% of the annual market and the industry was off 35% ( knowing what we know now that Sirius was off 20% ) suggests that XMSR may done < 600K net which would be disastrous for them....especially if they don't make CFBE which I suspect they will.

My numbers have XM at 570-595K for Q4-2006 based on these factors.
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Old 01-02-2007, 06:22 PM   #11
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http://www.siriusbackstage.com/forum...ad.php?t=92874
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Old 01-02-2007, 07:49 PM   #12
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I wonder why Sirius didn't wait to announce this tomorrow. The stock market was closed today.
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Old 01-02-2007, 08:03 PM   #13
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Quote:
Originally Posted by emory
I wonder why Sirius didn't wait to announce this tomorrow. The stock market was closed today.
Maybe they wanted to counter the speculative reports about a merger that were circulated over the Holiday weekend by the Washington and NY Times. Mel is very good at strategic news releases like this one...
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Old 01-02-2007, 08:23 PM   #14
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Quote:
Originally Posted by Whiskerbiscuit
To once again prove that XM is always last.
To be first.

Hey PS ..Fuck you too Jim Cramer. 15 minutes after this great announcement, that little bi-polar fucker was bad mouthing Siri and Mel.
I saw that. I can only guess that Mel is in Cramer's doghouse. I mean, he must have already written that article just waiting for Mel to release this news.
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Old 01-03-2007, 07:08 AM   #15
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Quote:
Originally Posted by Whiskerbiscuit
Yep, tomorrow's naysayers..... Satellite radio must be in trouble.... Sirius was down 21% of Q4 of 2005.... only 904,793 compared to 1,142,640.

Here's my thoughts... XM has some really lethargic numbers coming up. The Wall Street crowd pegged the quarter off about 35% nominally. If Sirius had 60% of the annual market and the industry was off 35% ( knowing what we know now that Sirius was off 20% ) suggests that XMSR may done < 600K net which would be disastrous for them....especially if they don't make CFBE which I suspect they will.

My numbers have XM at 570-595K for Q4-2006 based on these factors.
--------------

That didn't take long. I forgot how " the whole industry is down " too. What fucking hacks.

Jacoby On Sirius Stock & Six Million Subscribers

Speaking of Sirius’ six million subscribers, Banc of America Securities analyst Jonathan Jacoby writes that “Sirius missed our (and Wall Street’s) year-end subscriber estimate but results were within the company’s lowered guidance range.

Jacoby continues, “Sirius ended ’06 with 6.02 subscribers, below our model of 6.1 million subs (& the Street at 6.2 milllion). This translates into a 21% year-over-year decline. However, year end subscribers were within the company’s previously lowered guidance range of 5.9-6.1 million.”

Additionally, Jacoby writes, “XM probably will fall short of the low-end of its guidance range for year end subscribers of 7.7-7.9 million.”

Jacoby adds that the “overall retail category remains weak. According to our checks, retail demand remained weak in December. Unit sales for the industry were down 39% year-over-year during the first two months of the quarter, and we project retail sales to be off 33% for 4Q overall. We project Sirius to capture 58% of industry retail sales during 4Q.”

The analyst concludes with “investment thoughts: The prospect of disappointing ‘07 subscriber guidance could weigh on both stocks, but the potential for a merger likely provides downside support. (Therefore) we still recommend the XM/Sirius pair.”
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