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Strategies & Market Trends : Ask Vendit Off-Topic Questions

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To: Vendit™ who wrote (3497)	1/4/2005 7:47:16 AM
From: Walkingshadow	Read Replies (1) of 8752

CIBC out on SIRI this morning: SIRI Sirius Satellite positioning itself to blow past its guidance - CIBC CIBC believes SIRI is positioning itself to blow past its guidance, and that this will become obvious by mid-year 2005. Firm points out following key points for guidance being excessively conservative: 1) SIRI exceeded its 2004 subscriber guidance by 14%; 2) with the expanded rollout of Chrysler and the initial rollout of Ford in 4Q05, the firm thinks the variability is in the retail ests; 3) SIRI appears to be assuming retail mkt share below 4Q04; 4) no benefit from Stern. Therefore, firm would be buyers up to $8.50.

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