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Type: Posts; User: doctorex

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    doctorex speaks:

    doctorex will explain the importance of a stock split with an analogy.

    a forward split, big shares into little shares, is exactly like this: you go to the bank, and you give the teller a $100...
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    doctorex speaks

    in a re-sale situation it wouldn't matter to siri stockholders whether the sats are usable by other entities or not. if sirius fails then the common stock is cancelled, and the holders get zero sats...
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    Doctorex speaks: $90 per siri share

    up, up, up, and buy, buy, buy.

    recent analysis by doctorex pointed to the possibility that the mature value of SIRI stock can approach $90 per share. several of the students hoped for further...
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    Doctorex speaks: $17 is not high enough.

    Please refer to the previous analysis by doctorex indicating that $17 per share is a reasonable steady state mature price for SIRI.

    $17 IS NOT HIGH ENOUGH.

    there are about 250,000,000 SIRI...
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    DOCTOREX SPEAKS: dear miss julie too; the...

    DOCTOREX SPEAKS:

    dear miss julie too;

    the term "solid" meaning good, reliable, admirable, or cool, originated with a t.v. show called "the mod squad", circa 1971. the mod squad was a young...
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    Doctorex speaks:

    doctorex, deep in thought, wonders if a good surprise is in store for us.

    consensus estimates for SIRI GAAP results average to a loss of 1 cent per share for q2 09.

    this means that a 2-cent...
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    doctorex speaks:

    estimated SIRI gaap loss for q2 09 sits at one penny per share.

    against this:

    (1) falloff in subs does not hurt the bottom line, and it may help in the short run by limiting acquisition...
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    doctorex speaks

    doctorex speaks:

    dear mr. irish,

    thank you for your detailed post which seems to show that gaap profit may be around the corner. (not a garbage metric, like ebitda, but real, honest gaap!)
    ...
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    o.k. if this accounts for loss of value for...

    o.k. if this accounts for loss of value for common owners due to new shares given to liberty, is the q1 09 item the end of it? is this non-recurring? because, if this (huge) item is out of the...
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    doctorex speaks: what is the nature of the $186...

    doctorex speaks:
    what is the nature of the $186 million charge on the siri q1 09 income statement notated "preferred stock and other adjustments". this charge reduced eps for q1 09 from -1 cent to...
  11. doctorex does not bash. check the archives here,...

    doctorex does not bash. check the archives here, and at yahoo too.
    .
    anyway, according to the messages above, doctorex figures on the possibility of GAAP PROFIT for this quarter, q2 09. let your...
  12. somebody answer this crucial question for...

    somebody answer this crucial question for doctorex: q1 09 gaap loss was 236 million, of which 186 million was a mysterious "preferred stock and other adjustments". this item was unexplained and...
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    doctorex speaks: competition to SIRI

    doctorex's analysis of the SIRI competitive environment is based on a bi-partite model of the product, which is:

    1. BROADCAST TO MOVING CARS
    2. NO ADS.

    no product, except SIRI, meets both...
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    doctorex speaks

    love you, short sellers. kissy, kissy, licky, licky, sucky, sucky. thank you for putting doctorex in the money at 6 cents per share. thank you for getting the pus squeezed out of you for my good...
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    doctorex speaks

    here's a thought flash, courtesy of doctorex:

    on the first of every month, siri management activates every inactive siri radio in the world for three days. on the fourth of every month, managment...
  16. doctorex speaks: dear homer; you and i are not...

    doctorex speaks:
    dear homer; you and i are not disageeing by much. assume an airtight monopoly and you may well get p.e. of 30 or greater, in the medium term anyway. also freedom from marketing...
  17. doctorex speaks:

    doctorex speaks:


    siri's eventual market cap depends on its establishment as an unassailable monopoly, which is currently happening. siri's service, i.e., unlimited content into a moving car...
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    how high can siri go?

    doctorex speaks:

    missing in the discussion in recent weeks is the biggest radish on the row: with the merger completed, siri is unmistakably a monopoly. think google, think ebay, think...
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