SIRI Weekly Thread 8-10-09

qasp holders get ready for another run...44 coming up

sorry again...


anyways might as welll make my post on siri. i am totally suprised by todays action. a few more days like this and i think its safe to say that the 30's are gone forever.

Quote:

---

Originally Posted by bassmaster

sorry again...


anyways might as welll make my post on siri. i am totally suprised by todays action. a few more days like this and i think its safe to say that the 30's are gone forever.

---

I got my dime ready,so do I........Hey Bassmaster,how's the trading going,a millionaire yet!!!:)

Quote:

---

Originally Posted by JohnnyIrishXM

Hope you get it Julie,but i never try to predict a Sp during a day or week to actually act on it,too damn hard...:p
but i think you have a shot at it,but it might just be a minute or 2 at .46..

---

Really, no fair Johnny!! If you don't make a prediction, how
can I come back with a But Johnny YOU said!! :D
I need to have somebody lined up to blame for this. :p

Just trying to think ahead. :)

Julie

Quote:

---

Originally Posted by Sirius Roadkill

damn it Irish . . I was just ready to log out and get some real work done today when your post popped up . . this is exactly what I was screaming all last week while you were taking in the rays in NW

big-bad-john is on the record that we need $475-$500 to make it happen . . looks like that could happen . . just have to watch-out for higher front-end costs on the OEM ramp-up . . could be a short term drag on EBITDA . .

p.s. I do like Tylers take on Audiovox (see main page); anybody else thinking about it??

would'a been nice to have jumped in on Liberty when the Investment Agreement was announced . . . ya snooze ya loose.

---

To be clear GAAP profit is different then FCF positive they dont need that much in EBITDA for that to happen. To be honest they dont even need close to that to be FCF positive and why I think they will be this year. Third quarter will be worse for FCF but the 4th quarter will more then make up for it.

Quote:

---

Originally Posted by bassmaster

sorry again...


anyways might as welll make my post on siri. i am totally suprised by todays action. a few more days like this and i think its safe to say that the 30's are gone forever.

---

if i had a dime...lol,

Quote:

---

Originally Posted by JohnnyIrishXM

I have to beleive with Direct TV they can sure up home retail with full blown SXM being beamed into homes with a box connected to all home audio systems with Sat on roof..It's a no brainer to me,but could affect bottom line for DTV,as it would take rev away..

---

I was thinking more along the lines of in-car media. With most cars having DVD players, being able to stream the Disney channel for your kids in the backseat could be huge.

Quote:

---

Originally Posted by RunCatalina

I was thinking more along the lines of in-car media. With most cars having DVD players, being able to stream the Disney channel for your kids in the backseat could be huge.

---

They already have that,beleive it's disney,nickeloedeon and 1 other,they said in March CC that they were thinking of expanding on it way down the road..

broke through .50 to .51,lets see where it goes now?

Quote:

---

Originally Posted by john

To be clear GAAP profit is different then FCF positive they dont need that much in EBITDA for that to happen. To be honest they dont even need close to that to be FCF positive and why I think they will be this year. Third quarter will be worse for FCF but the 4th quarter will more then make up for it.

---

yes, you are of course correct . . I should have been clearer in making the distinction

sure will be nice when this company can pay bills straight out of the kitty and not have to borrow from the wall street loan sharks