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  1. dm_4 is offline
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    06-03-2015, 08:41 PM #31
    Quote Originally Posted by Faulkner_SA View Post
    Where is the original 2015 EOY prediction thread?
    Final predictions can be located in the jan 2015 thread...on or about the 9th day area. I copy and pasted it from there today.

    It never had it's own thread.
    Last edited by dm_4; 06-03-2015 at 09:13 PM.

  2. MUSCLE13 is offline
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    06-03-2015, 09:25 PM #32
    Game, Set, Match. In my opinion it is over for terrestrial and internet radio competition. The Sirius app is coming to the car and there is absolutely nothing any other radio company can do to compete with Sirius' content on demand. Sirius' business model beats every other radio business model. The only threat was what happens when internet radio comes to the car. We now have the answer. Sirius builds sat radio and its internet app into the car architecture together with the full cooperation of car manufacturers. Game over. Excerpts from Jessica's interview -

    David Frear - CFO

    Yes. Well, it certainly -- they're all accretive to EBITDA, and they recorded very little risk capital due. Sirius XM17 is -- and I'll come back to telematics. It's an interesting product. It's effectively taking what we've been doing in the science lab, i.e. the app. And you work out things in the app, and then you port them over to in-car architecture.


    ....So we will see. We've got a couple of OEMs who are working now to see how quickly they can incorporate in the car, I'll tell you that we have been showing the capabilities to OEMs at the Consumer Electronic Show for few years now. And it really resonated this last year. We took it from showing them what capabilities there could be to what the product would actually be in the last CES Show. And it has an overwhelmingly positive response. All of them would like to get it in. Now it's down to the hard work of getting it into their engineering priority list, they've all decided that it's going in, and now it's just timing. And we will see where that goes.

    Jessica Reif Cohen - Bank of America Merrill Lynch

    And you said that it benefited both churn, its retention and then -- I mean what are things can people on-demand content become a bigger part of what comes out of this?

    David Frear - CFO

    It's all going to be there, right. So, all the on-demand content that's currently available through the app will be there in vehicle.


    http://seekingalpha.com/article/3229...pt?part=single
    Last edited by MUSCLE13; 06-03-2015 at 09:30 PM.

  3. MUSCLE13 is offline
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    06-03-2015, 09:28 PM #33
    See you guys in 2017.

  4. njbones1 is offline
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    06-03-2015, 10:43 PM #34
    I`m still in for 50k shrs @ .11, not a bad ride so far

  5. dm_4 is offline
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    06-03-2015, 11:46 PM #35
    Quote Originally Posted by Faulkner_SA View Post
    Price increase changes my expectation a bit. I'll stick with $4.18 if necessary but if they are rolling in a dollar price increase I'd shift EOY expectations to $4.85.

    Macro has to cooperate but it's doing fine (sideways isn't a bad thing).
    you cant change your futures bet, half way thru lol. whats wrong with you!

    I would love to see 4.85 come in...but really hope raptor's pick somehow hits.
    Last edited by dm_4; 06-03-2015 at 11:49 PM.

  6. MadEra is offline
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    06-03-2015, 11:55 PM #36
    We just lost a 10 year employee at my office. IT developer. Says he's moving to Dallas to work with SXM. Says 'the internet of things' drove him there. If I'm not mistaken, Countrywide, the company SXM bought Agero from is based in Dallas...

  7. siriustimes is offline
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    06-04-2015, 01:20 PM #37
    About Agero, Inc.

    Agero is the leading provider of vehicle and driver safety and security services, including roadside assistance, consumer affairs and claims management services. The company serves over 75 million vehicle owners in partnership with leading automobile manufacturers, insurance carriers and others. Agero, a member company of The Cross Country Group, is headquartered in Medford, Mass. To learn more, visit www.agero.com.


    Medford, MA-based Agero is selling off its connected-vehicle business, based mostly in Irving, TX, to radio broadcaster Sirius XM, based in New York City. The price tag is $530 million in cash, and the deal is expected to close in the fourth quarter of 2013.
    Last edited by siriustimes; 06-05-2015 at 04:33 PM.

  8. dm_4 is offline
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    06-04-2015, 03:02 PM #38
    Market getting hit good today, yet siri hanging tough. I like that.

  9. dm_4 is offline
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    06-04-2015, 11:38 PM #39
    Sirius XM and TrueCar -- Two Stocks to Buy on Strong Auto Sales

    http://www.thestreet.com/story/13174...uto-sales.html

  10. MUSCLE13 is offline
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    06-05-2015, 07:08 AM #40
    Liberty Global Baby!!! Malone at it again! Yes!!!

    http://finance.yahoo.com/news/vodafo...070421755.html

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