Yes you should be sorry. More reasons why you are unbelievable:
>>I will say this. If XM is at 60, THEN SIRI will be in the teens. (by another poster)
"Why would you think this? Even if the two companies were valued similarly, you would expect XM's pps to be 7 times that of Sirius. But there is the fact that XM has >80% of the market (and will continue to into next year)."
"By year end (’04), XM will be at CFBE (if temporarily) and approaching EBITDA breakeven in FH'05. Meanwhile, CFBE will be two years off for SIRI."
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"As to the stocks' prices at year end, I guess we'll have to wait and see. I feel quite comfortable we'll see XM at 60 by Jan 10 '05."
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"Here's a prediction for you: By Christmas, XM will be bundling a Roady2 with three or six months of service for $100. Sirius' Q4 will collapse under this competition."
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You sound foolish. Some of us know with relative precision what is happening at RS (Radio Shack). These units are NOT "flying off the shelf". I could not have conceived of them selling as poorly as they are.
Your remarks prove to me that you are simply trying to make #### up to support your dedication to SIRI. I expect from a Sirius_Rich. But I really thought you were above that fray.
Wrong.” (Radio Shack sold over 25% of Sirius retail radios in Q4)
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Last quarter XM lost 150,000 (Q3 ’04) plus subscribers that they did not include in their churn calculations. (From another poster)
”If you know this, WHAT IN HELL ARE YOU COMPLAINING ABOUT?
This is such a bogus argument. Put forth because you see that every aspect of your pro-Sirius argument is caving in on itself as the house of cards collapses.
There's nothing left to say. Sirius has done precisely what I told you it would six months ago. And it isn't over.
$1.50 or less, here we come.” (My personal favorite)
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”We'll know in five months. I believe Sirius will finish the year at 800K subs, perhaps less.”
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(A sentimental favorite since SIRI was at $2.10 at the time)
”It is time, NOW, to be putting all you can put into XMSR. That means selling your Sirius, if you have any, even if you have a loss in it. It is patently stupid to be in Sirius, which everyone knows is sucking, with these kinds of reports hanging out there on XM.” |
