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Technology Stocks : Sirius Satellite Radio (SIRI) -- Ignore unavailable to you. Want to Upgrade?


To: i-node who wrote (907)9/22/2004 8:20:39 PM
From: cirrus  Respond to of 8420
 
Thanks. Wow. That's some heavy SAC... far more than I would have expected.

In case you haven't seen them here are briefing.com's notes from today's BofA conf, although I'd wager you know this stuff already.

22-Sep-04
19:29 SIRI Sirius Satellite comments at the BofA Conference (2.83 -0.03)

During the Sirius Satellite presentation at the BofA conference, key takeaways so far have been the following: 1) Emphasized its 7 year contract with the NFL, describing it as the largest ever given by the organization; 2) Sirus noted its in the midst of a record quarter and is on track to meet its goal of 1 mln subs by year end; 3) The co noted it provides a retail driven product, which has broad appeal; 4) Goal to be standard equipment in new cars; 5) The co receives about 9 months of revenue in advance, which helps cash flow; 6) Management indicated it does not plan to do a reverse split.



To: i-node who wrote (907)9/27/2004 1:52:49 PM
From: country bob  Read Replies (3) | Respond to of 8420
 
David: Any idea of the earnings dates for SIRI and XM? Also, something that caught my attention. A local Ford/Linc/Merc dealer is offering Sirius sat radio with a 2 year subscription for $1 with the purchase of any new vehicle. It'll be interesting to see if the sales gimmick pays off and if their competition will have to match the offer.