Sirius CFO Stirs Rumors of XM Buyout

[UnknownPD]

<p>&nbsp;</p><p><a href="http://news.moneycentral.msn.com/ticker/article.aspx?Feed=AP&amp;Date=20061206&amp;ID=6255056&amp;Symb ol=US:XMSR">http://news.moneycentral.msn.com/ticker/article.aspx?Feed=AP&amp;Date=20061206&amp;ID=6255056&amp;Symb ol=US:XMSR</a></p><p><font size="2">All the big shot stock guys (Cramer etc) have been bullish on Sirius, but it seems that XM may just wind up being the winner. Today XM is over 15 and Sirius below 4. </font></p><p><font size="2">Does Sirius have anyhting that XM would want to buy? I'm thinking football, stern and nascar may be unique, but would you get them by default if Sirius failed?</font></p>

[DarkHippie]

football and nascar would be nice.&nbsp; especially football

[suggums]

<p>it'd be nice to see howard eat a big fat dick</p>

[Tall_James]

From what I know of Sirius, the only thing I would be interested in hearing would be the Jim Breuer show.

[reillyluck]

<strong>Tall_James</strong> wrote:<br />From what I know of Sirius, the only thing I would be interested in hearing would be the Jim Breuer show. <p>did u see him hosting that vh1 show Web Junk 20?&nbsp; UGGGH.&nbsp; i do like breuer though.</p>

[feralBoy]

<strong>UnknownPD</strong> wrote:<br /><p>&nbsp;</p><p><a href="http://news.moneycentral.msn.com/ticker/article.aspx?Feed=AP&amp;Date=20061206&amp;ID=6255056&amp;Symb ol=US:XMSR">http://news.moneycentral.msn.com/ticker/article.aspx?Feed=AP&amp;Date=20061206&amp;ID=6255056&amp;Symb ol=US:XMSR</a></p><p><font size="2">All the big shot stock guys (Cramer etc) have been bullish on Sirius, but it seems that XM may just wind up being the winner. Today XM is over 15 and Sirius below 4. </font></p><p><font size="2">Does Sirius have anyhting that XM would want to buy? I'm thinking football, stern and nascar may be unique, but would you get them by default if Sirius failed?</font></p><p>The share prices are sort of irrelevant, because both companies have a different amount of shares.&nbsp; XM's market cap is 4 billion dollars, while sirius's is 5.5 billion dollars, so I guess technically sirius is the bigger company.</p>

[HeyGuy]

<p>The reason sirius is always talked to be the one buying xm rather then the opposite happening is sirius has more working capital. Xm has more subscribers but their operating costs are higher then sirius'. I hope the merge. I had sirius for 2 years and xm for 2 weeks. I like sirius and hated xm. I think a merger would be approved because I heard there is a 3rd satelite company now? I heard apple started the 3rd satelite radio company, is this true? has anyone else heard this? If its true please post the details.</p>

[lleeder]

<strong>DarkHippie</strong> wrote:<br />football and nascar would be nice.&nbsp; especially football <p>I can't listen to football or nascar on the radio.&nbsp;I understand if you have no choice but those are two things I think translate so much better to television. Baseball is different to me I can just listen and feel like I'm &quot;seeing&quot; the game</p>

[Bob Impact]

<strong>Campo</strong> wrote:<br /><p>The reason sirius is always talked to be the one buying xm rather then the opposite happening is sirius has more working capital. Xm has more subscribers but their operating costs are higher then sirius'. I hope the merge. I had sirius for 2 years and xm for 2 weeks. I like sirius and hated xm. I think a merger would be approved because I heard there is a 3rd satelite company now? I heard apple started the 3rd satelite radio company, is this true? has anyone else heard this? If its true please post the details.</p><p>It's not true.<br /> </p>

[JimBeam]

<p>So&nbsp;I was listening to a Stern replay last night and he was discussing the announcemnet that Sirius wouldnt make its subsciption estimate.</p><p>He's going on and on about how the people who estimated the subscribers were wrong and nothing more.</p><p>How he never said anything and that he go them to 6 million subscribers and if they fall 200K short its not his fault.</p><p>Blah blah blah</p><p>But a few months ago he was talking about how he would make Sirius bigger and make XM obsolete.</p><p>How he would make Sirius to regular radio what cable tv is to regular tv.</p><p>Then his flunky Robin's like oh these are all lies. These numbers arent right.</p><p>Sirius was at 600K subscribers before Stern and now they are almost even with XM.</p><p>She says they make it sound like people are unsubscribing to Sirius.</p><p>What they were failing to mention was that at some point XM only had 1 subscriber and is now at 6 million w/out Stern.</p><p>How does she explain&nbsp;XMs increase over a few years ?</p><p>Additionally she hit it right on the head because I guarantee you that Sirius will start to lose subscribers for people who signed up due to Stern. They'll either not renew because they just dont use the service enough, they are disappointed in the programming ( including Stern himself ) or they just dont wanna pay anymore.</p><p>So the Sirius 6 million will probably be a little lower, not sure how much, by mid-2007.</p><p>XM has mainted its numbers w/out much of a loss because people have the service and utilized more than one channel ( which doesn't seem to be the case with Sirius ).</p><p>Sterm wants to take credit for the rise of Sirius but doesnt wanna admit that he cant sustain that rise.</p><p>&nbsp;</p><p>&nbsp;</p>

[Zorro]

<p><a href="http://www.nytimes.com/2007/01/01/technology/01satellite.html?ei=5094&amp;en=3aff85134b523382&amp;hp=&amp;e x=1167627600&amp;partner=homepage&amp;pagewanted=print">http://www.nytimes.com/2007/01/01/technology/01satellite.html?ei=5094&amp;en=3aff85134b523382&amp;hp=&amp;e x=1167627600&amp;partner=homepage&amp;pagewanted=print</a></p><p>&nbsp;</p>

[DonInNC]

<p>Six months ago I would have argued that a merger would never happen because of anti-monopoly laws. I would have also argued that if a merger were to somehow happen, it wouldn't be good for consumers. Now I'm not so sure - It doesn't look like sat radio will ever have the demand needed to sustain&nbsp;an entire industry. Also, I'd be willing to pay a few extra dollars a month if it meant better signal quality on the music channels as a result of combining the two company's bandwidth. </p><p>With that said, I think a more likely scenerio is that one or both companies will be bought&nbsp;by a conglomerant as soon as they start showing a positive cash flow.&nbsp;&nbsp;</p><p>&nbsp;</p>

[SmoothLarry]

<p><font size="3">I work for a HUGE subscriber based company and our company is winning in it's market place quietly, while other, slightly larger competitors make lots of noise.</font></p><p><font size="3">Believe me, in the end, the company that gets the subs will excell fiscally in the end.&nbsp; The initial investment in the technology will pay off with long term profits and eventual cash flow wins for the business.</font></p><p><font size="3">Terrestrial repeaters, Innos, more equipment options, etc. &nbsp;= better performance and better customer satisfaction in the long term.</font></p><p><font size="3">Churn is the key to winning, and don't forget, Sirius counts unsold cars with Sirius units as active subs, XM does not.</font></p><p><font size="3">Your radio is only as good as the network it is on.&nbsp; Can you hear RON now?!</font></p>

[DJEvelEd]

<p>Where do they get these numbers from?</p><p>This would be like Direct TV &amp; Dish Network combining.</p><p>They better restructure Howie's contract!</p>

[Zorro]

<p><font face="arial,helvetica,sans-serif" size="2">I found it interesting they never mentioned O&amp;A in the article. Is there impact really not that big? It was also interesting to read most people know Stern, but have no idea which service he is on.</font></p>

[DJEvelEd]

<p>NY Times probably hates O&amp;A for Anthony's Nazi jokes and Stern is Jewish so Stern is a brutha.</p><p>That's my only explanation for the Times sucking Stern's cock.</p>

[DJEvelEd]

<p>Written by Eric Taub.</p><p>Do the math.</p><p>Connect the dots.</p>

[BoondockSaint]

<strong>Zorro</strong> wrote:<br /><p><font face="arial,helvetica,sans-serif" size="2">I found it interesting they never mentioned O&amp;A in the article. Is there impact really not that big? It was also interesting to read most people know Stern, but have no idea which service he is on.</font></p><p>His name recognition was very high this year (I'm guessing huge early on and fading towards the end) but there was a lot of print on him.&nbsp; But even when he was on KROCK my parents had heard of him but couldn't tell you what station he was on.&nbsp; Fans know.&nbsp; Non-fans don't.</p>

[Zorro]

<strong>DJEvelEd</strong> wrote:<br /><p>NY Times probably hates O&amp;A for Anthony's Nazi jokes and Stern is Jewish so Stern is a brutha.</p><p>That's my only explanation for the Times sucking Stern's cock.</p><p><font size="2">Wow...you're like the Mel Gibson of messageboards... Throw in a sugar tits and you'll have it all</font></p>