SIRI monthly tread June 2015

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Originally Posted by dm_4

And just like clock work....there it is....a 3.81 close. To easy lol. Hope you loaded up bdp :)

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Nope. Orders didn't fill. Looking like a good thing!

Haven't listened to the 70's on 70 channel in a while. Listened to it today on my commute to work, what a great station.

The head of T-Mobile’s controlling shareholder is not very interested in merging with Charlie Ergen’s Dish Network, The Post has learned.

http://nypost.com/2015/06/08/t-mobil...etwork-merger/

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Originally Posted by MUSCLE13

I think you don't understand what a MVNO is. When Comcast, TWC, Brightwater and Cox sold their wireless spectrum to Verizon in 2012 they picked up a perpetual right to purchase Verizon phone and data services wholesale and resell it to consumers. Comcast not only has this MVNO (mobile virtual network operator) deal with Verizon but it also has it with Sprint. Combine that with dual SSID Wifo routers distributed to the Comcast homes and businesses (8.6 million hotspots so far) and you have the makings of a WiFi First phone offering. They are not there yet. Liberty Global already has MVNOs in Europe already operating.

Personally I think this puts the mobile telecom operators in a very very bad position. Cable is about to hit mobile hard in the US too. My guess is 2016, when Malone completes his TWC deal.

My hope is Cable doesn't but any wireless telecom company until they have destroyed them with MVNO's and wifi. Then buy the scraps. Moffett said virtually the same thing at the INTX conference.

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I understand what MVNO is... I guess what you are saying is the cable companies are dependent on companies like AT&T and Verizon to provide wireless services. :) I am sure Verizon and AT&T love that while they continue to build out their wireless infrastructure across the U.S. and Internationally. I mean, just look at AT&T's wifi hotspot map in the U.S. and Internationally. I can only imagine what Verizon's looks like too.

http://www.att.com/maps/wifi.html (compared to comcasts) http://hotspots.wifi.comcast.com

With Apples aggressive expansion into the music delivery space, it now finally makes sense to me for Apple to pursue owning Sirius as we still are unique and singular in our technology. A possible future takeover target? Would Malone let it happen? Any thoughts?

just picked up 30 K shares at 3.74. we'll see how this goes

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Originally Posted by bdp.

With Apples aggressive expansion into the music delivery space, it now finally makes sense to me for Apple to pursue owning Sirius as we still are unique and singular in our technology. A possible future takeover target? Would Malone let it happen? Any thoughts?

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Sirius XM's only hope is for someone to buy them out. They are stuck and the competition is growing.

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Originally Posted by bdp.

With Apples aggressive expansion into the music delivery space, it now finally makes sense to me for Apple to pursue owning Sirius as we still are unique and singular in our technology. A possible future takeover target? Would Malone let it happen? Any thoughts?

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Agree bdp....heard many said no way. Would like to be reminded why a google, apple, etc would not consider taking out siri. 25 million paying subs, 70 percent of vehicles, telematics, 1 billion+ fcf a year, sats, spectrum, etc.

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Originally Posted by midas360

Sirius XM's only hope is for someone to buy them out. They are stuck and the competition is growing.

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we still going to 2.75?????

bdp if you liked it at 3.79/8/80 area you should be loving it here at 3.76 off a nice lil bounce off of 3.73.