People are being critical of Mel Karmazin for not giving up detail and specific timetables. Perhaps we can all be critical of Wienkes for the same thing.
Wienkes has made several GENERAL...
SIRIUS XM SATELLITE RADIO FORUM
Type: Posts; User: TSavery
People are being critical of Mel Karmazin for not giving up detail and specific timetables. Perhaps we can all be critical of Wienkes for the same thing.
Wienkes has made several GENERAL...
Wienkes wants more conservative consensus financial expectations for 2008-2010.
Excuse me? You want all of your peers to adjust down to you, and then you will become more bullish? Come on now! ...
Wienkes wants a significantly lower enterprise valuation;
Agreed. It will come in time when profits get here. As the business scales, so will the EV.
Weinkes wants reduced risk of...
Wienkes wants positive or stable and sustained ARPU momentum;
I don't know where to start here. First of all, ARPU has been stable with both companies for quite some time. From time to time...
Wienkes wants sustained cost constraint as shown by Sirius in 2Q08;
Sirius and XM as separate companies have been demonstrating constraint in costs for quite some time now. This is nothing new to...
I fully realize that many satellite radio sector followers are not appreciative of the opinion of Mark Wienkes of Goldman Sachs. Whether you like his opinion or not, at this point, it is important...