Sirius just surprise reported 4Q - 10Q

Printable View

Show 20 post(s) from this thread on one page

03-10-2009, 07:53 PM
SiriusBuzz

Quote:

Originally Posted by Sirius Roadkill

I saw Greg Maffei on with Maria Bartiromo today on Closing Bell ... he said he envisions (and I'm paraphrasing here) some portion of the nonpremium content being offered for free . . .

They do an awful lot of ****ing "envisioning" and not a whole lot of doing. Time has passed them by, unless they have a huge rabbit they are about to pull out of their hats in the next 30 days.

The negative press leading up to the end of 2008 was crippling to this company plain and simple. Market-moving-little-geek-entertainment-lovers COULD NOT CARE LESS ABOUT SIRIUS XM.

200 million ipods have been sold... did they depend on car sales?

The management in place at Sirius XM is truly laughable. You longs need to realize this. Stop drinking the Kool Aid guys, they had a loss in retial. My local circuit city had nothing but usb cables, dvd's, and satellite radio units left on the last day. THE LAST DAY!
03-10-2009, 07:56 PM
Far Away

Brandon - How easily you mentioned that company is moving into wrong direction.

Everyone knows the 4Q results of giants like GE, Toyota so, you mean they are also moving into wrong direction?
03-10-2009, 07:57 PM
Brandon Matthews

Quote:

Originally Posted by Sirius Roadkill

BINGO!!

That is my thought EXACTLY!! I think you have this one nailed!

But I wish you hadn't published that post until we had time to load up (or did you already load?)

Actually...I just sold...

I'll buy them back in a few days. The conference calls are usually very negative in that the analyst questions always seem to focus on the negative aspects of a report.

I know sirius will speak of puerto rico and opening up the service worldwide on the internet, which are suggestions I have written about numerous times, but with only a few weeks to go in this quarter, any plan is not going to come to fruition until at least the second quarter. First quarter results are going to as bad as we have ever seen, and I think they'll beat the stock down as the analyst forecast models are lowered once again.

It may be up now, but I think its going to tank tomorrow and thursday.This is one surprise we didn't need...we could have had a nice run up for another week.
03-10-2009, 07:58 PM
sxminvestor

Quote:

Originally Posted by KingFreep

I do. ME. 95,000 shares worth of stupid.

I guess I am even stupider (spell check please) than you.
03-10-2009, 07:59 PM
Sirius Roadkill

Quote:

Originally Posted by SiriusBuzz

They do an awful lot of ****ing "envisioning" and not a whole lot of doing. Time has passed them by, unless they have a huge rabbit they are about to pull out of their hats in the next 30 days.

The negative press leading up to the end of 2008 was crippling to this company plain and simple. Market-moving-little-geek-entertainment-lovers COULD NOT CARE LESS ABOUT SIRIUS XM.

True Charles, true . . but I am not going to hold that against Maffei. We know that Mel et al have been a complete and utter disaster in that regard. I don't know if it IS too late . . . but maybe Maffei can exert some positive influence in the area of technology and distribution.

The fact that Mel was not mentioned in the CNBC interview is very telling to me . . . Mel may be riding off into the sunset sooner than anyone thinks.

The delivery platform is still there Charles . . . lets see what Liberty can do with it.
03-10-2009, 08:00 PM
sxminvestor

Quote:

Originally Posted by Brandon Matthews

Actually...I just sold...

I'll buy them back in a few days. The conference calls are usually very negative in that the analyst questions always seem to focus on the negative aspects of a report.

I know sirius will speak of puerto rico and opening up the service worldwide on the internet, which are suggestions I have written about numerous times, but with only a few weeks to go in this quarter, any plan is not going to come to fruition until at least the second quarter. First quarter results are going to as bad as we have ever seen, and I think they'll beat the stock down as the analyst forecast models are lowered once again.

It may be up now, but I think its going to tank tomorrow and thursday.This is one surprise we didn't need...we could have had a nice run up for another week.

bidding higher over .15 after hours - worst may be behind them
03-10-2009, 08:00 PM
SiriusBuzz

Quote:

Originally Posted by Far Away

Brandon - How easily you mentioned that company is moving into wrong direction.

Everyone knows the 4Q results of giants like GE, Toyota so, you mean they are also moving into wrong direction?

Dude... they had negative retail. Is that the right direction?
03-10-2009, 08:03 PM
MyMDX08

Personally, I think SIRI stock will stay where they are for a long while until the Auto Industries turn around and do better AND half of those people who had lost their job find a job back to work....Then, i think the stock will jump above 20.......cents...
03-10-2009, 08:03 PM
SiriusBuzz

Quote:

Originally Posted by Sirius Roadkill

True Charles, true . . but I am not going to hold that against Maffei. We know that Mel et al have been a complete and utter disaster in that regard. I don't know if it IS too late

Look what happened to blockbuster throwing all that money at trying to play catchup. I think I heard that they spent almost a billion to develop a netflix like service to play catchup and what did it get them? Its going to cost this company too much money to compete in the areas that it let pass by.... money it doesn't have.

BBI
NFLX
03-10-2009, 08:03 PM
Brandon Matthews

Quote:

Originally Posted by SiriusBuzz

They do an awful lot of ****ing "envisioning" and not a whole lot of doing. Time has passed them by, unless they have a huge rabbit they are about to pull out of their hats in the next 30 days.

The negative press leading up to the end of 2008 was crippling to this company plain and simple. Market-moving-little-geek-entertainment-lovers COULD NOT CARE LESS ABOUT SIRIUS XM.

200 million ipods have been sold... did they depend on car sales?

The management in place at Sirius XM is truly laughable. You longs need to realize this. Stop drinking the Kool Aid guys, they had a loss in retial. My local circuit city had nothing but usb cables, dvd's, and satellite radio units left on the last day. THE LAST DAY!

An d that is my greatest concern with Sirius. They do ABSOLUTELY NOTHING to market their own product. They rely on co's like GM to market their product, and ride the oem's coat-tails. A billion dollars worth of talent that gets no promotion at all. The pisser is the cash they have on hand. They could advertise but they don't. They don't advertise the NFL in football season, they don't advertise Martha or Oprah or Howard. NOTHING!

If they spent the ad dollars they made on promoting their own company, there would be NO decline in retail subs.

Want a freakin' ad idea Mel. Here's one....

"Get Sirius! And hear what you've been missing!"

That'll be a million dollars. I take checks...

Show 20 post(s) from this thread on one page