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Pandora price down almost 20% today on earnings. Remember when all the bloggers ever talked about was internet radio - Pandora Slacker and on and on.... So glad that Pandora went public because now...

Next up is Jay Z aacquiring Aspiro ( streaming services WiMP and Tidal). It never ends.........No barrier to entry

http://www.wired.com/2015/01/jay-z-aspiro/

Pandora down about 60% since last February. Wonder if the price hits single digits this year?

Down over 30% year to date. Internet radio has been around since the 90's with hundreds of millions of listeners, and still nobody has figured out a way to turn it into a strong cash flow business....

Video - Barton Crockett downgraded Pandora yesterday with an $11 price target

http://finance.yahoo.com/video/pandora-downgraded-music-streaming-costs-152300413.html

Sorry I don't post to penny stock gamblers like you who have no clue how to value stocks and choose numbers out of thin air. As a media stock investor the last 22 years I took the time to learn...

When you really think about it, Sirius is in the exact same position as it was almost a decade ago with investors. Everybody then thought iTunes would kill Sirius. Now it's streaming music. Remember...

As time goes on it is getting very obvious that streaming music is competing with music downloads and not with sat radio. As streaming goes up downloads are going down. Not so with sat radio.

Much...

So happy to hear Maffei finally agreeing with Meyer (and Mel I might add) in basically trashing the streaming music/internet radio business model. Finally. It makes me feel confident that they won't...

For all the techies that posted here over the years that forgot that business models matter -


WSJ

Era of Free Digital Music Wanes
Artists and Labels Prod Music Services to Convert Listeners...

Albert Fried & Company downgraded Pandora Media Inc (NYSE: P) Thursday from Market Perform to Underweight and lowered its price target from $20 to $16.

The report noted "critical issues with...

By the way Stephen I am very happy with Sirius' potential right now as opposed to when Mel left. There were just so may question marks. New CEO, Apple entering radio, future of buybacks etc. The...

Nice article. You know Mel often said and Meyer now says that nothing stops Sirius from doing anything that the internet radio companies do.

Question of business model I think. It's just a bad...

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...

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...

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...

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...

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...