Weekly OFF TOPIC THREAD:May 4th -10th 2009

[cos1000]

This isn't about disclosure its about cos1000 not being able to ever handle anything negative about sirius (he is not alone) and THAT IS FINE, just tell it like it is.

We are going to report on the competition because its relevant and if the compeition does something on the eve of a big sirius xm announcement... tough. If we burried that kind of information that would be the kind of thing that should make you call us into question.

Again and again Charles, we can agree to disagree.... I have many times put in my posts the negative aspects of Sirius XM....

If you buried relevant information on a competitor on the eve of a big Sirius Xm Announcement we would call that into question..... but, A Slacker Give Away on the eve of SXM possibly filing BK, is just beyond pale..... Now that kind of news is what I would call Totally Irrelevant.....

[john]

cos1000, I'll just say that who crfceo really is, has a direct connection to the arguement as it stood when I posted it. You can come over here and call this kettle black as long as you do it over at Satwaves with that pot and ride Brandon at least as hard. I am not just talking about a article being incorrect, here or there ether, I am talking about him being who he really is. I have not seen you get on him yet about that on the main site. So why dont you go over there and do that on the main page and then come back and get on Tyler. Because until you do that, you are just a pot calling the kettle black. I am sorry, I dont like the double standard.


P.S. Maybe I came in at the wrong time but that is that.

[john]

Again and again Charles, we can agree to disagree.... I have many times put in my posts the negative aspects of Sirius XM....

If you buried relevant information on a competitor on the eve of a big Sirius Xm Announcement we would call that into question..... but, A Slacker Give Away on the eve of SXM possibly filing BK, is just beyond pale..... Now that kind of news is what I would call Totally Irrelevant.....

I also have to agree with that.

[TSavery]

This is in the off topic thread for a reason. I think anything can be discussed here. I only jumped in when i learned about the slacker giveaway on feb. 17th. I didnt read this site much if at all at that time. News to me.I came over around late Feb full time. I do or did trust Tyler, actually. For instance, if Tyler didnt interview for that movie, i never would have. I trust Tyler. But after that slacker giveaway on the eve of bk news.... WOW.....
Now that Tyler admits analysts dont have a clue, but didnt mention that was his opinion until May.... Thats news as well... Wish I knew that in June...
But i dont blame him for my mistakes, i blame him for putting crediance on an opinion he himself knows if from someone LESS INFORMED than himself. heres a good sentence...
4 billion in synergies expected post merger, but keep in mind, these are from people who dont fully understand the company, and are probably way offbased in their opinion... here is what i think...

Relmor.....

My position and how I report what analysts say has always been pretty consistent, and perhaps as a more casula reader of the site you were not aware.

Typically I report on what an analyst says without insertion of my own opinion. If I have an opinion, I keep that in my own pieces in another article.

This allows readers to see what an analyst says without me jading that information with my own opinion. I feel this is important because I think people need to understand the whole realm of opinion out there. I publish the analyst opinion regardless of what it is. Good, bad, or indifferent, it is an opinion that is out there. I have always felt that it is better to know all of the opinions than to ignore them. Another example is the opinions of Michael Hartleib. I do not agree with everything he has done, but who am I to make that decision for readers of this site? I feel it is important to know what he is doing so that it does not come as a surprise later.

This site tries to maintain a professional and level approach to what we do. We try to present varied opinions so that readers can see the big picture. I hope this makes sense.

[relmor2003]

Relmor.....

My position and how I report what analysts say has always been pretty consistent, and perhaps as a more casula reader of the site you were not aware.

Typically I report on what an analyst says without insertion of my own opinion. If I have an opinion, I keep that in my own pieces in another article.

This allows readers to see what an analyst says without me jading that information with my own opinion. I feel this is important because I think people need to understand the whole realm of opinion out there. I publish the analyst opinion regardless of what it is. Good, bad, or indifferent, it is an opinion that is out there. I have always felt that it is better to know all of the opinions than to ignore them. Another example is the opinions of Michael Hartleib. I do not agree with everything he has done, but who am I to make that decision for readers of this site? I feel it is important to know what he is doing so that it does not come as a surprise later.

This site tries to maintain a professional and level approach to what we do. We try to present varied opinions so that readers can see the big picture. I hope this makes sense.

Thank you for responding to my points. John filled in the rest. I will now go back, reread some stuff, and rethink my opinion based on your thoughtful responses. As well as john. All that aside, tyler just admit right now that slacker give away was bad timing. Thats the least you can give us. Just admit it was bad timing, a mistake, and wouldnt happen again in those circumstances. And im sure cos would forgive you, and i know i would.

[TSavery]

ok....... i stand corrected..... but i know i read from Tylers articles more than once on analyist opinions where time tables were not given. And how the hell is mel going to save 1 billion dollars by the end of the year? Impossible!!! Literally impossible. how? Not going to even get a sat. synergy this year. XM's lauch was always scheduled for 2010. So......
no contracts have been renegotiated expect GM's in which its still a big mystery.. and Mel stated that would save them 50 million dollars. Where is the billiion?

Relmor......

This brings up another point that people should consider.

Analysts sometimes use differing multiples when establishing price targets. One analys may use 8, another 9, and still another 12.

One thing that is hard for this site is that the analyst reports are copyrighted information. Thus, I can not post an entire report, and can only give some basic insight as to what the report contains. This situation is not unique to me. Any site that covers the people who cover an equity are in the same boat.

I do the best I can with what I have, and try to keep it even keeled.

For the record, I have stated in the past the analysts that I feel have more valued opinins. Peck was one, Cohen is a respected media analyst. I did not always agree with Kit Spring, but he had some decent models.

[TSavery]

Thank you for responding to my points. John filled in the rest. I will now go back, reread some stuff, and rethink my opinion based on your thoughtful responses. As well as john. All that aside, tyler just admit right now that slacker give away was bad timing. Thats the least you can give us. Just admit it was bad timing, a mistake, and wouldnt happen again in those circumstances. And im sure cos would forgive you, and i know i would.

LOL......Truth be told, I was not even awre of the Slacker promotion until it was happening, but that is beside the point. I will say that for an investor with passion for the equity it would be bad timing, and perhaps seem like rubbing salt in their wounds. From a big picture perspective, that giveaway meant nothing.

[relmor2003]

Relmor......

This brings up another point that people should consider.

Analysts sometimes use differing multiples when establishing price targets. One analys may use 8, another 9, and still another 12.

One thing that is hard for this site is that the analyst reports are copyrighted information. Thus, I can not post an entire report, and can only give some basic insight as to what the report contains. This situation is not unique to me. Any site that covers the people who cover an equity are in the same boat.

I do the best I can with what I have, and try to keep it even keeled.

For the record, I have stated in the past the analysts that I feel have more valued opinins. Peck was one, Cohen is a respected media analyst. I did not always agree with Kit Spring, but he had some decent models.

Tyler, take me as the average stupid investor looking for truths. Your articles not clarifying this difference, and the time table difference was confusing to say the least,

[relmor2003]

LOL......Truth be told, I was not even awre of the Slacker promotion until it was happening, but that is beside the point. I will say that for an investor with passion for the equity it would be bad timing, and perhaps seem like rubbing salt in their wounds. From a big picture perspective, that giveaway meant nothing.

When did slacker give you this radio to give away? the date you knew about it...or the date charles knew about it...

[TSavery]

When did slacker give you this radio to give away? the date you knew about it...or the date charles knew about it...

Charles would have to answer that. I will say that it had to be right at about the same time that the promotion went up. Whether that was 12 hours before, or 36, I'm not sure. We don't sit on things like that. If TSS ggave us a radio today to give away, you would see the aricle poted in short order.