SIRI Intraday Thread: Thursday April 2nd

I cant think of anything witty to say to start off this thread...

Just discuss amongst yourselves.

Hello. First time poster (been lurking for a while). Looks like we are going to have a wild day today. Best of success to everyone...

phew, i logged in and saw vanilla ice still as my avatar, scary, lets hope siri can make me green all around today.

OEM January February March Q1Totals Install Rate(assumed)OEM Promo's

GM...128198...126170..155334...409702...70.00%...286791
Ford 93041 99400 131101 323542 70.00% 226479
Chrys 62157 84050 101001 247208 70.00% 173046
BMW 14329 15805 21125 51259 80.00% 41007
Daimler 12224 15614 17348 45186 80.00% 36148
Audi 4622 4653 6433 15708 80.00% 12566
Porsche 1658 1518 1749 4925 80.00% 3940
VW 17559 13660 15720 46939 80.00% 37551
Mitsu 4730 4484 4620 13834 50.00% 6917
Acura 7856 7659 9005 24520 50.00% 12260
Subaru 12194 13089 16249 41532 50.00% 20766
Nissan 53884 54249 66634 174767 50.00% 87384
Suzuki 3655 3495 7981 15131 50.00% 75565
Mazda 15420 16401 21974 53795 50.00% 26898
Kia 22096 22073 24724 68893 100.00% 68893
Hyundai24512 30621 40721 95854 100.00% 95854
Honda 71031 71575 88379 231985 50.00% 115992
Toyota117287 109583 132802 359672 50.00% 179836
Gross Subscriber Additions 1507858
Deactivated 1285000
Retail -100000

Net Additions 122858

Total Subscribers 19126714

Good Morning everyone,auto numbers look better for rest of year,lets hope they continue to rise.

The only problem I can see Brandon is that Toyota, Nissan and Honda are not up to the 50% mark yet. They are still at around 36 to 42% if I recall correctly.

Saw this posted last night by rick and thought it is a great way to start the day...

Quote:

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Originally Posted by paratrooper rick

I think the overall consensus among those of us that have a grasp on the REAL and VALID S.P. for SIRI know it's going to go up. Right now - the bottom line we're all getting at - is that we're in a period of consolidation ie. low volume and we are continually getting to a point where the weekly triangle patterns show us nearing a convergence - only to be broken by the MM's artificially putting the SP where they want. Now as FRUSTRATING as all this is... I have to think that at some point - we have to break out - as stated earlier in this thread - the MM's are going to have to move the SP to generate volume.

Unless you are a day/swing trader - and are getting frustrated trying to anticipate movement - you should primarily be protecting your core and being patient. Everyone should have a strategy - but it would be foolish to exit when you know full well we just have to wait out the MM's (who will become impatient with the volume at some point)

Another factor - News/Momentum is starting to build to the upside:
- The numbers on the auto industry side were better than anticipated
- Synergies are just starting to be realized
- Weak hands are getting shaken out of this stock to form a platform for the next upswing
- We are on the cusp of the S-XM Iphone App - and that has the potential to more than double subs IMHO - considering you aren't just looking at streaming S-XM in the areas the satellites cover now - you will start reaching OUTSIDE S-XM'S USUAL SUB REGION - (the perfect storm would be if S-XM started working markets like JAPAN IMHO - they are nutz for tech and it would just take some dedicated content on the international side to rapidly expand)
- I don't think we're seeing everything behind the scenes with the satellites and transmission spectrum. If S-XM can find even the slightest way to exchange some kind of data flow on the existing satellites to Liberty - it would be big. For that matter - if they SOLD some of the spectrum - even a tiny part - it would be huge. (of course I realize they have to maintain coverage for existing receivers on both the SIRI and XM sides - but they can start transitioning one way or the other to consolidate)
- Internet - we are seeing the cracks form in the business models for all the internet radio folks. Not just little cracks but HUGE ones - since they in effect aren't going to survive the coming royalty/content issues. S-XM has a good business model and IMHO will push those jokers out of the way.
- We haven't even discussed the wild-cards yet. And they ARE out there -

Keep faith people - ignore my occasional rants in the day from the manipulation - it's steam venting out. If we panic - the MM's and shorts get what they want.

Don't try to predict - ride the flow.... and if presented with an opportunity to enter lower - be thankful....

~rick

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PS. Sirius xm dj's on the hip hop channels are awesome and they always mention how much Japan loves american hip hop, if they could get a "live direct stream from the heart of american hip hop dj's..." dang, they'd be all over it.

Quote:

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Originally Posted by Brandon Matthews

OEM January February March Q1Totals Install Rate(assumed)OEM Promo's

GM...128198...126170..155334...409702...70.00%...286791
Ford 93041 99400 131101 323542 70.00% 226479
Chrys 62157 84050 101001 247208 70.00% 173046
BMW 14329 15805 21125 51259 80.00% 41007
Daimler 12224 15614 17348 45186 80.00% 36148
Audi 4622 4653 6433 15708 80.00% 12566
Porsche 1658 1518 1749 4925 80.00% 3940
VW 17559 13660 15720 46939 80.00% 37551
Mitsu 4730 4484 4620 13834 50.00% 6917
Acura 7856 7659 9005 24520 50.00% 12260
Subaru 12194 13089 16249 41532 50.00% 20766
Nissan 53884 54249 66634 174767 50.00% 87384
Suzuki 3655 3495 7981 15131 50.00% 75565
Mazda 15420 16401 21974 53795 50.00% 26898
Kia 22096 22073 24724 68893 100.00% 68893
Hyundai24512 30621 40721 95854 100.00% 95854
Honda 71031 71575 88379 231985 50.00% 115992
Toyota117287 109583 132802 359672 50.00% 179836
Gross Subscriber Additions 1507858
Deactivated 1285000
Retail -100000

Net Additions 122858

Total Subscribers 19126714

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I thought this was your broker account... I thought holy s... he is too loaded on autos...lol

Brandon: It's nice to see that your projected 1st q subscriber numbers exceeded my expectations. I thought we would add about 100,000 subscribers. Any word on how the used car program is going and on the two week free trial when all radios were to be turned on?

I like April 15 for our new high, then Aug 5 for big payday.
Go Longs!!!!