I have been hoping for strong 4Q results but the more I am thinking about it I feel they are not going to be so hot. Here's why. If the 4Q was positive and Sirius XM had some extra COH why would they need $250 mil right away from Liberty? A little extra COH should have allowed them to at least take out a smaller loan for Feb debt. $250 mil implies to me that they burnt up available COH from before and didn't get 4Q numbers shareholders are hoping for.
Hope I am wrong. Thoughts?