Discussion:
Sirius could survive alone
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Capricorne
2008-02-27 14:30:01 UTC
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From The Washington Post:

Sirius Says It Could Do Without XM

By Cecilia Kang
Washington Post Staff Writer
Wednesday, February 27, 2008; D03

Sirius Satellite Radio said yesterday that it gained subscribers in the
fourth quarter and lost less money, signs that its business is
improving even as the company's merger with XM Satellite Radio Holdings
remains stuck in a regulatory limbo more than a year after it was
proposed.

Though Sirius remains hopeful that the merger will be approved by the
Justice Department and the Federal Communications Commission, chief
executive Mel Karmazin said yesterday that the company could survive
without it.

"In the unlikely scenario of a merger not being approved, we believe we
are fully funded. We believe we are going to become a profitable
company on a stand-alone basis," Karmazin said during a conference call
with analysts.

New York-based Sirius reported a loss of $166.2 million (11 cents per
share) in the fourth quarter, compared with a loss of $245.6 million
(17 cents) in the fourth quarter of 2006. Revenue rose 29 percent, to
$249.8 million. Subscriptions rose to 8.3 million, up from 6 million a
year earlier.

For all of 2007, Sirius lost $565.3 million (39 cents) compared to a
loss of $1.1 billion (79 cents) in 2006. Revenue rose 45 percent, to
$922.1 million.

XM, which is based in the District, is scheduled to report
fourth-quarter results tomorrow.

Despite the improvement in Sirius's financial performance in the
quarter, Karmazin said the prolonged review of the proposed merger is
hurting it.

Shareholders of both companies voted in favor of the merger in
November, and government action had been predicted by the end of last
year. But the protracted review, which is closed to the public, has
prompted speculation that the agencies are concerned about creating a
monopoly.

Sirius and XM, the only two satellite radio companies, have argued that
they compete with many entertainment sources, including iPods and
terrestrial radio.

FCC Chairman Kevin J. Martin has said he expects the agency to decide
on the merger by the end of the first quarter.

As the companies await word, customers may be lost in the process,
Karmazin said.

"The merger is creating a lot of confusion," he said. "Our own secret
shoppers have gone in and have gotten misinformation from salespeople
at retail. It's not malicious, but they are not exactly aware of what
is going on," he said.

Sirius shares rose 1 cent yesterday, to $3.05."


I have both Sirius and XM at home. I used to listen mostly to XM
because the Sirius signal was poor, even with an outside antenna. But
this week, surprise ! the Sirius signal is 3 bars all the time. I
checked the antenna signal on the menu, and it is 10 on 10 terrestrial
and 3 on sat all the time. So i guess they finally installed a
repeater near my place. So now, I am re-discovering Sirius, at last
after 2 and a half years. ^^
unknown
2008-02-27 16:36:43 UTC
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Post by Capricorne
Sirius Says It Could Do Without XM
Good. No merger needed. Someone tell the gummint.
Zardoz
2008-02-27 18:39:59 UTC
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No merger needed. Someone tell the gummint.

What a luddite! - give me the best of both for no more than I'm paying now,
drop 100 channels and use the bandwidth for a better bitrate per channel.
unknown
2008-02-27 20:59:56 UTC
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Post by Zardoz
What a luddite! - give me the best of both for no more than I'm paying now,
drop 100 channels and use the bandwidth for a better bitrate per channel.
So, how much does ol' Mel pay you?

Best of both. What a joke.
No more than you're paying now? ROTFLMAO.
Zardoz
2008-02-27 22:55:28 UTC
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Post by unknown
So, how much does ol' Mel pay you?
Best of both. What a joke.
No more than you're paying now? ROTFLMAO.
Are you saying that expecting the best of both is a joke?

Of course you are entitled to your opinion, never forgetting that opinions
are like assholes - everyone has one, and in your case-is one. Another
silly little fanboy crying into his red bull.

Nethertheless the merger will happen, and it will be a good thing - at $10
odd a month the market can only profitably support 1 service, and after the
merger goes ahead don't be too surprised to see the 200+ combined channels
reduce by half, the synergies on the weather/traffic/news channels alone
will account for over 50 of those channels, then with some needed
rationalization of music and sports channels.

Rest assured that Mel will bring in the NAB's worst nightmare - at least 10
"free" channels for non subscribers - all with lots of profitable ads -
including subscriber pitches for a service without commercials along with a
Howard Stern on morning drive and O&A on afternoon drive.
unknown
2008-02-27 23:20:01 UTC
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Post by Zardoz
Rest assured that Mel will bring in the NAB's worst nightmare - at least 10
"free" channels for non subscribers - all with lots of profitable ads -
including subscriber pitches for a service without commercials along with a
Howard Stern on morning drive and O&A on afternoon drive.
Wow. That must be some great stuff you're smoking there.
Zardoz
2008-02-28 19:46:20 UTC
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Post by unknown
Post by Zardoz
Rest assured that Mel will bring in the NAB's worst nightmare - at least 10
"free" channels for non subscribers - all with lots of profitable ads -
including subscriber pitches for a service without commercials along with a
Howard Stern on morning drive and O&A on afternoon drive.
Wow. That must be some great stuff you're smoking there.
When you get to big school and sit in marketing 101 you'll realize that an
unrealized billion dollar ad revenue awaits Mel with millions of non
subscribed factory fitted sat radios.

But then dopers like you are a little slow on the uptake.

Kingo Gondo
2008-02-27 19:06:56 UTC
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Post by unknown
Post by Capricorne
Sirius Says It Could Do Without XM
Good. No merger needed. Someone tell the gummint.
Oh yes, O great god of gummint, save us!
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