Comments on: Goldman Sachs Bullish On Sirius?

By: Sirius XM Radio Is Stuck - SiriusBuzz

Sirius XM Radio Is Stuck - SiriusBuzz — Sun, 31 Aug 2008 04:01:31 +0000

[...] could blow with whatever winds the marketmakers, a television host, or even an analyst wanted. Even hot tips whether accurate or not are difficult to prove one way or the other, leaving more [...]

By: holdon

holdon — Sun, 31 Aug 2008 01:41:31 +0000

good suggestions pm. do they watch these blog’s? some very inteligent posts here….compile clips from the best & send to r&d/marketing dept.

By: PM

PM — Sun, 31 Aug 2008 01:16:23 +0000

Thanks Brandon. On another post, Will commented that you should make Mel Karmazin aware of some of what you cover. Despite Will’s unnecessary chidding, I tend to agree–but with a twist. It may be that the company, in its planning and post-merger plan execution, may not be aware of some beneficial insights and ideas covered in SiriusBuzz threads and on your weekly program. Might be a good idea to do a search for the “best of the best” and compile them, if you are of a mind to do so. You could list insights that Sirius may not be aware of but should consider that come from this community. You could run the input by relmor, cos1000, egiscodr, and the rest of us first, get feedback within a set time limit, say a week or two from today, edit and then send the input to Mel for consideration. OK, I’m reaching, but upward communication matters and who knows, maybe SiriusBuzz can make a collective contribution that will result in a tick or two or more up, or at least give Sirius XM executives input that could spin in otherwise beneficial directions and actions. And while I’m at it, how about inviting Mel to one of your weekly shows. Or if he is unavailble how about his CFO or COO? This could do a couple of things: 1) give you a first-hand opportunity to interview him/one of the other officers for us, and 2) if marketed even at a penny-pinching level by Sirius XM, increase the already good relevance of SiriusBuzz. Just thinking “out loud” again.

By: Brandon Matthews

Brandon Matthews — Sat, 30 Aug 2008 19:55:46 +0000

PM..

I really wish I had something. I think some focus may be on where the line item deductions may come from and maybe an increase in the 400 million synergy number.

As an example, the seperate companies spent about 50 million per quarter each on marketing or 400 million a year combined. Just cutting that number in half would equal a 200 million dollar annual savings. There is no need for 2 investment relations departments anymore, etc.

I see a push in the works to remove from the market most existing radios…ads are popping up everywhere on the net now. Go check Sirius.com and most are mmarked clearance.

This tells me the company believes that the new offerings will be in stores in time and we just may get new product announcements.

By: PM

PM — Sat, 30 Aug 2008 17:09:16 +0000

Brandon, any comments on what Mel may report or announce on the next conference call that he hasn’t already mentioned?

By: Sirius Shareholder

Sirius Shareholder — Sat, 30 Aug 2008 15:31:59 +0000

Thanks!

By: frigginregan

frigginregan — Sat, 30 Aug 2008 15:13:07 +0000

Exactly. Cramer also said Sirius was going to go to $5 INSTANTLY after the merger…and look what happened.

To believe him now when he says with such certainty that Sirius is going to $1 after the February debt is due….is foolhardy at best.

Brandon is right. If you put THAT much faith in external opinions, you’re better off getting professional advice.

Otherwise do your own homework and make an informed decision based on what you believe and can afford.

There are so many different opinions…and even if you do all the homework in the world and feel so sure about your findings…ANYTHING can happen.

Same with Cramer or anyone else.

By: Brandon Matthews

Brandon Matthews — Sat, 30 Aug 2008 14:50:44 +0000

Sirius Shareholder…

I recommend you seek professional advice and not make decisions based on the opinions of Cramer nor Myself.

By: Sirius Shareholder

Sirius Shareholder — Sat, 30 Aug 2008 14:47:49 +0000

Brandon, Cramer is saying buying after Feb 09 when the share price gets closer to $1 is a good idea. I have a few thousand shares now and considering selling and buying back after the re-fiance. What would you recommend?

By: dylan

dylan — Sat, 30 Aug 2008 00:43:02 +0000

Some say it is typical behavior for a large fund to both hold shares and short shares concurrently. That way, the fund cost averages down. When it shorts the stock enough to shake out all the scaredy-cats, the fund then buys up the shares and rides it back up. Its sometimes called the Itsy Bitsy Spider Play.