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Strategies & Market Trends : Ask Vendit Off-Topic Questions -- Ignore unavailable to you. Want to Upgrade?

To: Vendit™ who wrote (3497)1/4/2005 7:47:16 AM
From: Walkingshadow  Read Replies (1) | Respond to 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.



To: Vendit™ who wrote (3497)1/4/2005 2:48:42 PM
From: Walkingshadow  Read Replies (1) | Respond to of 8752
 
Well..... QQQQ is down 2% on the day after an intitial gap up.

I'd say our scenario worked out a little bit TOO well.

<:-o

Some of my positions are taking a beating, but I am glad I am short QQQQ now.

Message 20912362

Message 20913052

Message 20913061

That was a decision based on chart/technicals, which anyone who read the SIRI thread knows does not work.

;-)

T


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