At this point, which function is cheaper is unclear. When GM offers XM, it's included in an audio package, with 6 speakers and a CD changer. In other cases, you might see it offered in cars for $300 or less. |
I believe he's just trying to plan his career. |
I continue to question whether any of these initiatives are going to be accretive to shareholders, ... I don't see the revenue opportunity anytime in the near term. |
I think the parties are talking. |
It's a good move for Sirius, |
It's a good move for Sirius. |
It's those kinds of data services that are in their early stages but have opportunities for both companies to increase their (average revenue per user) beyond the core subscriber base. |
Regardless of the outcome, this is still the first inning of a very long ball game. |
Sirius is moving in the right direction, |
The first quarter was like the perfect storm, where you had Howard Stern, high gasoline prices, and lousy (General Motors) sales. |
The fundamental business model is intact. The path for growth continues to be strong. |
The goal is to make Howard available on as many platforms as possible. Content providers today are focused on making it available on all media. |
The stocks have historically run up during the Christmas selling season. |
Their subscriber acquisition cost was great for the quarter, and raising guidance to 6.2 million was good news. |
Time Warner, Comcast and Cox (are) three major operators developing their own user interfaces and spending money on it. |