SIRI Intraday Thread Thursday 06-04-09

Relmor, if you don't like the product we have here why do you stick around? Just like John said, why would someone bash something and stick around. If you want to be constantly negative about this site, I question your motives. If you hate it here, move along.

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Originally Posted by relmor2003

Come on, we all knwo you wont. You cant even remove an ad that was sitting in here for hours. You need more mods. And quieter ones too.:D
Yes, I know we get off topic. Wasnt my point at all.

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I will if people don't want links to articles in the intraday thread, I am here to serve the people who care.

That ad was posted at 6am, sorry, I dont mod at 6am and there were probably 2 people here to see the ad.

We hardly have any need for another mod IMHO.

Not for your comments, that for sure. The product is the people, I could care less if you were still using a forum from 1980, with no special features. Your product is the people who post here, not the skin or the site structure. Now what you did to get those posters here....
Good job!!!! Not sit back and enjoy. Your like a sat. radio, and we are the content. Without the content you have nothing. Tyler is an excellent asset to this site.

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Originally Posted by SiriusBuzz

I agree but, on the same hand, if you are really interested in a stock why would you ignore possible downside/threats and be overly optimistic on good news?

Who do you think has come to this site and stayed long term just to bash the stock? I dont know of anyone off hand but, maybe I am missing it.

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That is true about seeing the down side but you try to bring Slacker/Pandora in on almost every topic. Holy crap in the topic about the new SIRIXM increase you brought them up (basically out of the blue). Then in another thread talking about Pandora starting its own subscription level of service I did not hear one word from you about the how bad that was for the company and how could they have a price increase at this time (because that is really what it ends up being).


Next, you do remember FrontMed, right.

I never said the product was the design of the website.

The product is what the people here say and what Tyler and I write about. You seemingly have a problem with a lot of what we say and take time to complain about the ads and now the random once or twice a week spam post (that is written and cleaned up within hours). Or did you forget that you complain about that stuff? Or is it really not all that important in the grand scheme of things and you just like to complain?

John,what is your take on the used car promo's that i saw reported by some posters,3 month free trial with every used car that has a radio..How would they be counted as SUBS?And who pays for 3 month's?or is it just free and Car company gets share of sub pay if customer becomes self pay?

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Originally Posted by SiriusBuzz

I never said the product was the design of the website.

The product is what the people here say and what Tyler and I write about. You seemingly have a problem with a lot of what we say and take time to complain about the ads and now the random once or twice a week spam post (that is written and cleaned up within hours). Or did you forget that you complain about that stuff? Or is it really not all that important in the grand scheme of things and you just like to complain?

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Charles ,Relmor is fine,he just has a pattern of searching out anything posted on the WEB that is inaccurate or unjustly negative written about SXM..

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Originally Posted by john

That is true about seeing the down side but you try to bring Slacker/Pandora in on almost every topic. Holy crap in the topic about the new SIRIXM increase you brought them up (basically out of the blue). Then in another thread talking about Pandora starting its own subscription level of service I did not hear one word from you about the how bad that was for the company and how could they have a price increase at this time (because that is really what it ends up being).

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I don't try and bring them up on every topic and I cant help that I think they are a threat. The competition is a small percentage of what I write about as a whole. I also can't help that the competition is constantly evolving and putting this crap in my face. I dont want to say things like "twitter, facebook, and last.fm are coming to xbox" I want to write an article about how Sirius XM is fianlly coming to xbox. Sirius XM is part of a market that is constantly evolving and reinventing itself and they aren't giving me anything to talk about, its not me being negative, its me simply posting news. When times were good and Sirius XM had press releases and new products coming out left and right and the merger went through, no one told me to slow down with news.

Why do you think offering a sub based service is bad for Pandora? There is a market for a premium service (just like people pay for sirius xm) why not exploit that market?

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Originally Posted by john

Next, you do remember FrontMed, right.

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I haven't seen him post in a LONG time and that was one guy. He posted on every satrad site and I dont think anyone thought he didnt have some kind of agenda. I havent seen a frontmed type here since.

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Originally Posted by JohnnyIrishXM

Charles ,Relmor is fine,he just has a pattern of searching out anything posted on the WEB that is inaccurate or unjustly negative written about SXM..

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With all that is written about Sirius XM, that sounds like a full time job to me.

What have I written that was inaccurate or unjustly written? I can agree to disagree about what people consider competition or threats but, you can't really say that I BASH sirius xm.

What do we think about Orbicast BTW? Ryan has written more about the competition then me over the last month or so, are you guys all giving him crap about it? Do you think he has lost touch?

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Originally Posted by JohnnyIrishXM

John,what is your take on the used car promo's that i saw reported by some posters,3 month free trial with every used car that has a radio..How would they be counted as SUBS?And who pays for 3 month's?or is it just free and Car company gets share of sub pay if customer becomes self pay?

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The OEMs get a revenue share reguardless and it is the same amount weather it was picked up right after the promo or turn off and then turn back on by a totally different owner. That is the other part of the problem I have with the OEM deals. By the way, I also remember seeing people talk about why doesn't SIRIXM do a free side of content (or just charge a buck a year) and just turn on all the radios, well there you go it would be hard to pay the 5 and 3 dollars each month to each OEM that is what there contract calls for, for each radio that is turned back on that was installed by a OEM, at least the big 3 anyway.

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Originally Posted by john

The OEMs get a revenue share reguardless and it is the same amount weather it was picked up right after the promo or turn off and then turn back on by a totally different owner. That is the other part of the problem I have with the OEM deals. By the way, I also remember seeing people talk about why doesn't SIRIXM do a free side of content (or just charge a buck a year) and just turn on all the radios, well there you go it would be hard to pay the 5 and 3 dollars each month to each OEM that is what there contract calls for, for each radio that is turned back on that was installed by a OEM, at least the big 3 anyway.

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So basically the OEM has the rights to that radio they installed for life then?
Good point about turning them all on then,would be a cost nightmare..

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Originally Posted by SiriusBuzz

With all that is written about Sirius XM, that sounds like a full time job to me.

What have I written that was inaccurate or unjustly written? I can agree to disagree about what people consider competition or threats but, you can't really say that I BASH sirius xm.

What do we think about Orbicast BTW? Ryan has written more about the competition then me over the last month or so, are you guys all giving him crap about it? Do you think he has lost touch?

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You shoulkd feel honored Charles,only go to SA,BUZZ and SATwaves for info,oh also my RSS feed at aol Finance...for related stories..

you guys bicker back and forth like a bunch of kids, GEEZZ!!! If only the SP was going up instead of being in the toilet. There wouldnt be so much bickering. I guess you guys are all friends. Although I'm sure you are scaring people away with your talk, Stressing me out just reading it. Now the other day I posted about the possibilty of Sirius being bundled with Directv and Wild Blue (SAT-TV/Radio/Telephone)or Liberty spinning off Sirius as Liberty Radio and nobody responded cause you were all too aborbed with GM. I also said why cant they go Global they are using Satellites, now I read something yesterday with the mention of Liberty Global. Hmmmmmmm!!!!!! THere are certainly more avenues of revenue that Sirius can tap if they would just get out there and be a salesman instead of a order taker. What does the future hold for Sirius I think John Malone knows, one more note, things are sure quiet on Iphone app. Wonder when it is really gonna roll out?

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Originally Posted by SiriusBuzz

I don't try and bring them up on every topic and I cant help that I think they are a threat. The competition is a small percentage of what I write about as a whole. I also can't help that the competition is constantly evolving and putting this crap in my face. I dont want to say things like "twitter, facebook, and last.fm are coming to xbox" I want to write an article about how Sirius XM is fianlly coming to xbox. Sirius XM is part of a market that is constantly evolving and reinventing itself and they aren't giving me anything to talk about, its not me being negative, its me simply posting news. When times were good and Sirius XM had press releases and new products coming out left and right and the merger went through, no one told me to slow down with news.

Why do you think offering a sub based service is bad for Pandora? There is a market for a premium service (just like people pay for sirius xm) why not exploit that market?



I haven't seen him post in a LONG time and that was one guy. He posted on every satrad site and I dont think anyone thought he didnt have some kind of agenda. I havent seen a frontmed type here since.

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Charles while you and others feel that things should happen at light speed most forget about the other companies they have invested in and have gone through mergers or even takeovers. The fact is most investors give that company a full year after the merger takeover before they start bitching about how slow the company is moving towards synergies. I personally think many SIRIXM investors are ether forgetful of this or have never invested in a company before.


As for Pandora it was used to compare the reaction you give both. SIRIXM first increase ever, you were all over them about it. Then here comes Pandora with a increase to their service and you think it is great.


Finally FrontMed was a direct answer to your question, you asked this.

"Who do you think has come to this site and stayed long term just to bash the stock? I dont know of anyone off hand but, maybe I am missing it."

You just missed FrontMed, thats all I was saying.

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Originally Posted by elm2729

you guys bicker back and forth like a bunch of kids, GEEZZ!!! If only the SP was going up instead of being in the toilet. There wouldnt be so much bickering. I guess you guys are all friends. Although I'm sure you are scaring people away with your talk, Stressing me out just reading it. Now the other day I posted about the possibilty of Sirius being bundled with Directv and Wild Blue (SAT-TV/Radio/Telephone)or Liberty spinning off Sirius as Liberty Radio and nobody responded cause you were all too aborbed with GM. I also said why cant they go Global they are using Satellites, now I read something yesterday with the mention of Liberty Global. Hmmmmmmm!!!!!! THere are certainly more avenues of revenue that Sirius can tap if they would just get out there and be a salesman instead of a order taker. What does the future hold for Sirius I think John Malone knows, one more note, things are sure quiet on Iphone app. Wonder when it is really gonna roll out?

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Welcome Elm,we post like that to kill time,while this stock is stagnant,hopefully with good info backing us up,but as for Liberty radio you proposed,it can't happen before august 2011 because of ownership change IRS rules affecting NOL tax benefit...
SXM Satelites have coverage ability of North america ,Carribean and parts of S.America,but each individual country has lic rights to broadcast the signal,Expensive...World sat coverage is divided into geographical areas and controled by each country to lic them...Talking Sat radio here,Global is expensive,more sats need to be launched,not an expert but this is gist of my answer as saw posted before..

P.S.SXM music channels already are bundled with Direct TV and XM with Dish,but they are working on deals to make full content of SXM available to Direct-TV in future

good info Johnny thank you, thats whats good about sites like this is that everybody is sifting thru every iota of news and bringing back here sorta a collective conscience

yep I have Directv and I listen to the XM channels fairly often

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Originally Posted by JohnnyIrishXM

So basically the OEM has the rights to that radio they installed for life then?
Good point about turning them all on then,would be a cost nightmare..

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Exactly and it sucks doesnt it. A car ten years old and been turned off for 9 if turned on again the OEMs get the original contracted revenue share of 5 for GM and something like 3 for Ford and Chrysler.

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Originally Posted by SiriusBuzz

I never said the product was the design of the website.

The product is what the people here say and what Tyler and I write about. You seemingly have a problem with a lot of what we say and take time to complain about the ads and now the random once or twice a week spam post (that is written and cleaned up within hours). Or did you forget that you complain about that stuff? Or is it really not all that important in the grand scheme of things and you just like to complain?

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I have been criticizing Tyler since SA days.(From around May of 08 I believe). I ripped Brandon a few a**holes too. Probably number #1 on my list of most negative posts. Im not biased. I just ripped Gino for his retarded options article. I dont descriminate.:D Not to say Brandon doesnt ever write anything good, in fact, he lately writes more good than bad. Same with Tyler. He writes way more good than bad. Im not going to not comment on the bad. Not fair.
When theres something to praise, I will. I always post postitive comments when appropriate. I believe I just commented on a Tyler article calling it brilliant. Thats not bashing. I respect other opinions. If you write something good, I will praise it. Just one mans opinion anyway. What do I matter?

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Originally Posted by elm2729

you guys bicker back and forth like a bunch of kids, GEEZZ!!! If only the SP was going up instead of being in the toilet. There wouldnt be so much bickering. I guess you guys are all friends. Although I'm sure you are scaring people away with your talk, Stressing me out just reading it. Now the other day I posted about the possibilty of Sirius being bundled with Directv and Wild Blue (SAT-TV/Radio/Telephone)or Liberty spinning off Sirius as Liberty Radio and nobody responded cause you were all too aborbed with GM. I also said why cant they go Global they are using Satellites, now I read something yesterday with the mention of Liberty Global. Hmmmmmmm!!!!!! THere are certainly more avenues of revenue that Sirius can tap if they would just get out there and be a salesman instead of a order taker. What does the future hold for Sirius I think John Malone knows, one more note, things are sure quiet on Iphone app. Wonder when it is really gonna roll out?

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Well as for the global part the spectrum can not be used in Europe and the SIRI satellite constellation would not reach it even if it could. As for the internet part it would be possible except you need a USA address to subscribe (I think that has to deal with the nightmare concerning billing in different countrys) but because the Iphone has that already taken care of with the downloads it would be possible, I guess.



P.S. sorry JohnnyIrishXM did not read your reply before I did could have saved time.

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Originally Posted by john

Exactly and it sucks doesnt it. A car ten years old and been turned off for 9 if turned on again the OEMs get the original contracted revenue share of 5 for GM and something like 3 for Ford and Chrysler.

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Seems to make sense then John to focus on non sat radio delivery. And newer contracts(that chart illustrated by Mel showing smarter penetration) would be key going forward. Im excited to realize this new age of SirusXM as Demian, Tyler, and Steve have been writing about lately. Iphone is only the first step. WiFI capabilities in all future radios is huge too. This removes them, If im not mistaken, from contractual issues regarding dead radios.(They will simply phase out old models, maybe even making them impossible to activate. Simply make them dead, and stay dead. Chalk it up to a bad contract made in desperate times.

Tim....
Any word on Hughes and their conference this week?