Love the feedback, and once again I agree with Francis on one level, the level that XM will not survive without a shot of testosterone, maybe we can call in McNamee to help out, and get some advice from Clemens.
All joking aside, Sirius is the stronger company, espcially after the recent onslaught of advertising, while XM sat back and twiddled their thumbs.
Without the merger, in a way, may help sirius, cause their is only room for one satellite radio company, as analysts have mentioned. Francis is right, I know several people already that have cancelled their XM membership, simply cause they didnt like it. If the merger fails, I see sweeping changes, job cuts, restructuring, ect ect. And at that point, since Im waiting all this out and im all in till the deal is done or undone. With that said, I would prefer to be with the stronger company, in my opinion, is Sirius.
My projections, as so many people love to do, Is this:
SIRI - $5.85 - $6.50 per share - temporarily then fall
XMSR - $18.50 - $21.00 - temporarily then fall
SIRI - $1.85 - $2.25 per share temporarily then raise to $3.25 after a few months
XMSR - $6.50 - $7.00 and I think it will hold, until the dismal dropping
subscription rate gets exposed, then tumble some more
Just my fun little take on it, but to answer questions, I would purchase SIRI over XMSR, XMSR just too risky, both stocks are risky, but XM riskier of the 2.
And I do see XMSR going end up without outside help, in which they will probably get if merger denied.