Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rrufff who wrote (1000)	11/1/2004 9:41:24 AM
From: i-node	Read Replies (1) \| Respond to of 8420

>> Stern is unique and you seem to have no idea as you don't listen and you're just babbling on and on with the same stuff. I've heard Stern, and his program is childish. It does have a following, but the following is limited. He isn't unique. O&A are doing the same garbage on Xm today. >> I think my reaction is typical. Of course, you do. But to believe that you have to believe that "typical" radio listeners want Stern or NFL. They don't. MOST radio listeners want music and news. I don't discount that content plays a role, but you are seriously overstating what that role is of now, and you are attributing far, far too much drawing power to Stern. MOST LISTENERS wouldn't waste their time. A few enjoy fart jokes. Those will definitely like having Stern around. >> Stern will be doing 3 other channels for now and, if you know anything about him, he will be branching out from there. Your posts ignore the marketing possibilities as well as advertising revenue. I don't ignore it -- I just think it is exceptionally high-risk, while XM isn't. There is a huge risk that Stern will not even be of interest 15 months hence, particularly if they decide to make him sit out part of his contract. I also think the audience is extremely limited. When people DO move to satellite radio, they find so much more to choose from it isn't clear they'll want Stern anyway. Many of his current avid fans might not be if they had a true selection of great music and news alternatives. Furthermore, you ignore the fact that XM has better content in these other areas. But you still didn't answer the question. You say content is king, not OEM deals, not hardware. Other than Stern, what content is going to differentiate the companies? Or, is your opinion that whoever got Stern gets the majority of the tens of millions of subs coming onboard in the next few years?