Originally Posted by
otone
Newman, I don't see how Internet connectivity will "ONLY HELP" Sirius. I can see how it would hurt Sirius as well. I see Subscribers who really only care about sports, dropping Sirius once all the different sports come out with their own Internet Apps. If Internet in the car and 3g coverage becomes fairly common, I won't don't see how Sirius XM will be able to justify carrying sports.
I also liked the article in the News section. I'm keen to see how they start promoting SiriusXM in the coming months. They really need to start having a prominent presence in the concert scene along with broadcasting live concerts.
Personally.. I'm worried that more providers of unique content will go the internet route as this method of transmission becomes ubiquitous. Eventually, some smart person will figure out how to set up a "store front" and, in coordination with the various content providers, create various packages that will make it extremely easy for people to purchase the different content (Sports, live concerts, whatever).
Where is that going to leave Sirius?
Before you or anyone else beats me up on that, I'm holding over 130k shares that I have averaged down to .80 since the SP was over 3 bucks. I'm a true long (and some may say truly stupid). Having said that, I'd appreciate hearing your or anyone else's opinion on how they think the emerging internet presence of sports (for now.. other content later) will affect Sirius subscriber numbers. I'm guessing we get to .80 which makes me whole, but doesn't seem to be enough for the stress this thing has put me through. I'd love for my bet to pay off and in a big way, but I have to say that I'm worried in the long term (2 years out?).
So how bout it? Come up with some concrete examplese of how Sirius can thrive in this market place?