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    LOL Look at what Greenfield just wrote today...

    LOL Look at what Greenfield just wrote today again. How come nobody listened to him before? Mindboggling.

    Rich Greenfield ‏@RichBTIG

    Remember unlike @Netflix, there are no barriers to entry in...
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    Costs rising, Competition increasing, and Growth...

    Costs rising, Competition increasing, and Growth slowing. Quite honestly did any sophisticated investor not know what was coming here? I remember Greenfield at BTIG called this years and years ago. I...
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    Pandora crushed after earnings again...

    Pandora crushed after earnings again today.........What a surprise :rolleyes: Competition causing slowing of growth.

    When there is no barrier to entry for internet radio, how can anyone not have...
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    Free Cash Flow Per Share

    As they move from 65 million factory installed radios in cars to 120 million over the next 5 years. It's a numbers game. They have all the content.

    My FCF per share estimates 2014 - 19 cents, 2015...
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    By the way my price targets for 2014 year end for...

    By the way my price targets for 2014 year end for Sirius is $3.80 based on 20 times free Cash Flow per share of 19 cents and $4.80 for year end 2015 based on 20 times Free cash flow per share of 24...
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    Pandora down 10% on earnings

    This is what happens when there is no barrier to entry for internet radio -

    Bloomberg excerpt -

    “Usage is stagnating, I think that’s the fundamental challenge, competition has been starting to...
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    Tremendous move by Liberty/Malone

    This is my take

    Sirius is valued at about 20 times EBITDA. Pretty fairly valued since it is growing EBITDA at a 20% clip. Malone is going to try to use Sirius cash flow to leverage up Liberty in a...
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    LOL Sure if all your data use is just for radio....

    LOL Sure if all your data use is just for radio. Doubt that one single person in this country fits that criteria. People use data while surfing the web, watching video, sending email, uploading pics...
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    Huge blow to internet radio - Verizon tiered...

    Huge blow to internet radio - Verizon tiered pricing

    http://www.washingtonpost.com/blogs/post-tech/post/verizon-wireless-ends-unlimited-data-starting-thursday/2011/07/05/gIQA1u2B0H_blog.html
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    Huffington Post - Why Turntable.FM might just end...

    Huffington Post - Why Turntable.FM might just end up saving music

    http://www.huffingtonpost.com/conan-neutron/why-turntablefm-might-jus_b_889366.html
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    LOL! AARP enters the internet radio business....

    LOL! AARP enters the internet radio business. Honest! This is what no barrier to entry does

    http://www.nytimes.com/2011/07/04/business/media/04aarp.html

    AARP??? Who is next?
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    Sorry Spencer. I don't invest on what you think....

    Sorry Spencer. I don't invest on what you think. I invest on what Mel thinks and what analysts think. That's why I have read blogs in the past. To try to get the analyst insights and possible company...
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    Turntable.fm already entered. There was no...

    Turntable.fm already entered. There was no barrier to entry. They entered without a deal with the labels. They entered without a big marketing spend and they entered with a shoe string budget.

    If...
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    By the way I met Spencer for lunch a couple of...

    By the way I met Spencer for lunch a couple of weeks back. I was perfectly willing to hear his thoughts. I couldn't disagree with him more. Honestly. I truly believe that the future will prove his...
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    Charles - When an individual investor that...

    Charles - When an individual investor that started with practically nothing makes well in excess of half a million dollars just from investing in Mel's radio companies over the years, you tend to...
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    Turntable.fm has been out there for 1 month with...

    Turntable.fm has been out there for 1 month with 140,000 people signed up thus far. They are nascent. In fact I think they are trying to keep people from trampling over the site. There are countless...
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    Turntable entered the space with no deal with the...

    Turntable entered the space with no deal with the labels.

    It's marketing seems viral. I haven't seen any ads since it launched have you? Seems like a little company like Google got pretty popular...
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    Sorry I think I get what you are saying now....

    Sorry I think I get what you are saying now. Soap.com sells diapers right? And Pandora does internet radio. I couldn't figure out the relationship until I saw the diaper and internet radio...
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    What I said is you have no background in radio....

    What I said is you have no background in radio. None. You disagree with the absolute best in the industry ie- Karmazin, Smulyan, and Pittman. I am supposed to believe you know better? Come on....
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    Great comparisons. We go from Google which is...

    Great comparisons. We go from Google which is close to 100 times Pandora's market cap down to Soap.com's great success selling to Amazon at less than 1/4 of Pandora's market cap. Wonderfully...
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    The smartest people in the world, the "radio hall...

    The smartest people in the world, the "radio hall of fame" caliber people of the world, at one point, thought the world was flat.

    Put in the words internet radio stations in Google. The entrants...
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    Facebook is estimated to have $2.2 billion in...

    Facebook is estimated to have $2.2 billion in advertising this year and it is growing at an 80% clip.

    All of the aformentioned radio executives have been trying to make money on the net. As well...
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    You better worry about the thousands of other...

    You better worry about the thousands of other like my nephew who does internet radio for free. Because when you get a million internet radio stations with 100 listeners a piece thats 100 million...
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    Do you know how many billions in internet...

    Do you know how many billions in internet advertising Facebook is selling? BILLIONS!

    Internet radio has no barrier to entry. 17 years and nobody has made money. You guys push internet radio on...
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    You want to compare the search advertising...

    You want to compare the search advertising business to the internet radio "business"? Go right ahead......... There isn't anybody in the media industry that would agree with you. No one.

    The real...
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