SIRI Intraday Thread: Thursday April 2nd

[underway]

Underway, I know that the article seems that way on the surface but he has been bashing sirius for a while. Here is his article from Feb 11th. Does this sould objective?

No, but like I said, don't really care. This particular article of today didn't have bias in it as far as I'm concerned. Besides, I just read the articles as they appear, not really interested in researching their past stuff. Don't get me wrong, if I see the prior stuff, I may click on it to read it. But, I don't care if the author has bias when it comes to this stuff. All I do is read it for any info that I can use to form my own view or make my own decisions. I guess it's like reading op-ed pieces in the media. I read both sides. I learn something from both, even though there's obvious bias. Bottom line here is no one with any financial weight is basing their decision to buy, sell, or wait on SIRI, on anything they're seeing from all these unknown people expressing their views. They may read the stuff, maybe not. But no way they will make an investment decision on these articles, good or bad about SIRI.

[SiriusHope]

lQQk at this BS in AH....

After Hours Trade Reporting
Pre-Market Charts | After Hours Charts
After Hours
Last: $ .35 After Hours
High: $ .3619
After Hours
Volume: 1,364,285 After Hours
Low: $ .33

After Hours
Time (ET) After Hours
Price After Hours
Share Volume
18:29 $ .35 5,370
18:26 $ .35 2,000
18:24 $ .35 1,000
18:22 $ .3549 7,200
18:03 $ .351 6,400
18:02 $ .3549 5,000
17:58 $ .33 100
17:58 $ .35 100
17:57 $ .36 100
17:55 $ .35 30,728
17:55 $ .35 10,850
17:55 $ .35 1,500
17:52 $ .35 5,000
17:51 $ .35 8,000
17:49 $ .35 2,200
17:48 $ .35 10,000
17:34 $ .35 800
17:18 $ .35 687
17:01 $ .35 2,300
17:01 $ .35 700
16:59 $ .35 100
16:52 $ .35 850
16:43 $ .35 100
16:43 $ .35 2,900
16:42 $ .35 100
16:42 $ .35 2,900
16:41 $ .35 100
16:41 $ .35 5,900
16:41 $ .35 15,000
16:39 $ .35 200
16:39 $ .3595 12,952
16:34 $ .35 3,000
16:34 $ .35 15,000
16:31 $ .35 19,000
16:29 $ .355 215
16:23 $ .35 5,000
16:23 $ .35 5,000
16:23 $ .35 5,000
16:22 $ .35 12,000
16:21 $ .35 11,000
16:21 $ .35 4,600
16:20 $ .35 100
16:20 $ .35 1,900
16:13 $ .35 100
16:13 $ .35 700
16:11 $ .3619 193,400
16:11 $ .35 2,000
16:11 $ .3519 145,900
16:10 $ .3405 1,100
16:10 $ .3405 900
16:10 $ .3619 746,233
16:08 $ .35 1,000
16:06 $ .3513 50,000

[SiriusHope]

3 huge trades over .36 and one as low as .33...what kind of manipulation is that?

[Beach Gambler]

Some good points looking forward

1) Access to 7 million Iphone users = $$$$ (the new app release should be close).
2) Cost Saving Synergy's from the merger are still being realized.
3) Integrated in the Roku set top box.
4) Renogotiated Contracts.
5) Direct TV package deal.
6) Insiders will buy soon.
7) Baseball Season is starting (Hopefully will be included as part of "Best of XM" on Sirius anyday now).
8) The Mirge radio just came out (great radio to try either service out or both).
9) Internet advertising is everywhere.
10) Multiple tier pricing available.
11) 128k internet stream.
12) Just upgraded to .50 short term, $1.25 long term (More will follow).
13) Over 2.5 Billion in Revenue and growing.
14) Over 300 million positive EBITDA projected for 2009.
15) New Satellite to be launched on June 29,2009 for improved signal.
16) The "Best of" Sirius & Xm pkgs are doing well, which obviously increases revenue.
17) Better than expected car sales just announced.
18) Pocket Tunes will stream Sirius or Xm on the iphone for those who can't wait till the official app is released.
19) Pandora & Slacker battle in court over royalty payments.
20) Clear Channel possible Bankruptcy.
21) Uptick rule coming back, as well as M2M changes.
22) Over 19 million subscribers and growing.

[RMAN]

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

Thanks for the install rates Brandon!

[RMAN]

so i was planning on buying another couple grand worth of SIRI today hoping for another run up.......but i found out at work today that they will be closing the department and not transferring anyone out to other departments (i work in the retirements department for tax reporting)......so i guess i won't be doing that

Sorry to hear that.

[underway]

Can the Sats provide WiFi coverage? Can you imagine if all of Sirius XM's sats could blanket the entire U.S. with WiFi.

Unfortunately, no. WIFI is a different wireless standard and requires handshaking between the device (radio) and the access point (antenna), meaning a frequent two way 'conversation' between the devices. Satrad is a one way transmission from sat to radio antenna. I also think the data packets are formatted differently as well. However, I also believe that the one way aspect of satrad makes it simpler and less vulnerable to problems WIFI has.....having to re-authenticate to the access point when signal drops, or as you move to another hot spot. Anyone who has used WIFI with their laptops has experienced this. Pain in the ass. That's why I don't believe WIFI music streaming is a threat to SIRI, because it really isn't practical for car use, but Sirius content is available to WIFI devices via Sirius internet streaming.

[RMAN]

Some good points looking forward

1) Access to 7 million Iphone users = $$$$ (the new app release should be close).
2) Cost Saving Synergy's from the merger are still being realized.
3) Integrated in the Roku set top box.
4) Renogotiated Contracts.
5) Direct TV package deal.
6) Insiders will buy soon.
7) Baseball Season is starting (Hopefully will be included as part of "Best of XM" on Sirius anyday now).
8) The Mirge radio just came out (great radio to try either service out or both).
9) Internet advertising is everywhere.
10) Multiple tier pricing available.
11) 128k internet stream.
12) Just upgraded to .50 short term, $1.25 long term (More will follow).
13) Over 2.5 Billion in Revenue and growing.
14) Over 300 million positive EBITDA projected for 2009.
15) New Satellite to be launched on June 29,2009 for improved signal.
16) The "Best of" Sirius & Xm pkgs are doing well, which obviously increases revenue.
17) Better than expected car sales just announced.
18) Pocket Tunes will stream Sirius or Xm on the iphone for those who can't wait till the official app is released.
19) Pandora & Slacker battle in court over royalty payments.
20) Clear Channel possible Bankruptcy.
21) Uptick rule coming back, as well as M2M changes.
22) Over 19 million subscribers and growing.

20. As explained by Homer will not happen 1.8 billion in cash.

[RMAN]

Unfortunately, no. WIFI is a different wireless standard and requires handshaking between the device (radio) and the access point (antenna), meaning a frequent two way 'conversation' between the devices. Satrad is a one way transmission from sat to radio antenna. I also think the data packets are formatted differently as well. However, I also believe that the one way aspect of satrad makes it simpler and less vulnerable to problems WIFI has.....having to re-authenticate to the access point when signal drops, or as you move to another hot spot. Anyone who has used WIFI with their laptops has experienced this. Pain in the ass. That's why I don't believe WIFI music streaming is a threat to SIRI, because it really isn't practical for car use, but Sirius content is available to WIFI devices via Sirius internet streaming.

What about the repeaters?
The Sat transmits and the repeaters receive the signal from the radio.

Current radio's probably can't do it, but future ones?

[FUNFUN99]

Pundits are expecting a net loss for the first time in history of saturday radio. All othe sub companies like cable are reporting net loss. If siri can report a net gain in subs look for good news. Car companies reported more sales than expected. Bank stock are leading the way with 50% gain over lows. It looks like market sentiment is in the beginning stages of determing the market has bottomed. Cramer said today the market has bottomed for whatever that means. He does command the joe 6 pack retail buyer.