Decisions, decisions (SIRI)

[lak]

I think we could see a drop early tomorrow with a slight bounce in the afternoon......... I will be watching it closely too. Congrats Websman!

[Karel]

My pleasure, Jaws. But while those HUGE prices certainly look nice, they might be years and years in the future. Far enough away anyway, and clouded by enough uncertainty, to demand a nice discount now (read: more than the 10% annualized growth perspective at 9, and perhaps the 14% at 7).

Regards,

Karel

[Karel]

And in this article, Jon Markman cites John LaForge from First Albany as saying that the breakeven point for Sirius would be 10M originally, and after all those big, expensive deals more like 20M subscribers. That would change the computation rather drastically, even still assuming 10M for the breakeven. Growth however was forecast at 30% annually, so that would be better than I supposed, but not good enough in the first 10(!) years to compensate for the higher target.

Regards,

Karel

[lak]

And in this article, Jon Markman cites John LaForge from First Albany as saying that the breakeven point for Sirius would be 10M originally, and after all those big, expensive deals more like 20M subscribers. That would change the computation rather drastically, even still assuming 10M for the breakeven. Growth however was forecast at 30% annually, so that would be better than I supposed, but not good enough in the first 10(!) years to compensate for the higher target.

Regards,

Karel

Thanks for the article!

[Websman]

All the estimates for breakeven on Sirius are forgetting one important factor...advertisement revenue. Sirius has ads on the talk channels now, while the music channels are still commercial free. The music channels could keep keep long ads off, but go with short sponsor announcements. There has already been talk of this.

Sirius will need more ads and will probably start sneaking more in.

[New-born baby]

Shoot that Dog

Webs,

SIRI ads have the dog saying, "Commercials. That's why dogs ride with their head out the window. Get SIRIOS. No commercials." Well, if commercials are coming, then I think they will make a lot of people unhappy. Someone may just shoot the dog.

[Websman]

I want that dog to go down!!!!! I need a low re-entry price.

I have a Free Sirus receiver ordered. I got one for free with a one year pre paid subscription. You can get one at Sirius direct and use promo code # 070

[Websman]

SIRI is starting to tick me off! This thing has got to take another sharp drop. I think I'll go to the Yahoo board and start bashing it...

[Jaws57]

article

Thanks Karl,
At least it is good to see a prediction of 50M subscriptions. I think the breakeven will end up somewhere in between. I like Spike's analysis of it potentally hitting 13.00.

Jaws57

[MEA_1956]

Fwiw

Another one of those things I have not noticed in all of the advice offered on this threaded is to print out the stats on your purchases. This way you can see if things are going the way your plan has been layed out. It sure puts a stop to the guessing game. ===> M.E.A.

[Websman]

What do you think of SIRI now Spike?

I only made 111%...I need more.

[spikefader]

Siri

What do you think of SIRI now Spike?

I only made 111%...I need more.

Bullish on it with a stop 6.57. Entry with good R/R is the tricky part. May I suggest an INTRADAY inverted SHS with neckline break as the entry. Chart here

[Websman]

Here's an interesting story about the potential of SIRI

http://moneycentral.msn.com/content/Stratlabs/Round11/P103119.asp

[lak]

Bullish on it with a stop 6.57. Entry with good R/R is the tricky part. May I suggest an INTRADAY inverted SHS with neckline break as the entry. Chart here

Thanks for the chart! That is a decent breakdown if you ask me.........

[lak]

Here's an interesting story about the potential of SIRI

http://moneycentral.msn.com/content/...11/P103119.asp

Great article Webs....... looking for a re-entry point myself........