jswede

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  • Can You See Apple Under $60?
    southbeach's comment about a "reasonable buy at $40" is just INSANE. That would mean you are buying the company itself at around $10-12.... the other $30 bought you the cash on the balance sheet.

    but it's already insane that it's at $80..... I think the author may be correct with the mid-$60s call... after the Jan numbers we start back up though - the deferred iPhone revenues will be huge.
    Nov 22 14:44 pm |Rating: 0 0 |Link to Comment |View article
  • Is Sirius XM Headed the Way of Old Radio?
    "LOL You messed. You should have stayed out of this one JSWEDE. You see now every knows your just a troll, and will never listen to you again. "

    >>> hilarious. anyway, just for the record, I've been talking about IR as potentially damaging competition for SR since the spring. Well before I heard any analysts talk about it. Ask Cos. Now several analysts, including permabull (since $8) Stifel are acknowledging it.
    Sep 16 08:44 am |Rating: 0 0 |Link to Comment |View article
  • Is Sirius XM Headed the Way of Old Radio?
    I really think you are too stuck in September 2008 in your analysis, 163888.... look forward... future.

    Anyway --- I hear you - your comments/thoughts are not without merit, imo. just a difference in opinion about where this is going.
    Sep 15 17:03 pm |Rating: 0 0 |Link to Comment |View article
  • Is Sirius XM Headed the Way of Old Radio?
    I don't disagree with your last post all too much, 163888. That is pretty much the current state... but it's all evolving. Listening to IR away from the house was fantasy a few years ago -- as of this summer, I do it all the time.... and I'll say again:

    what's to stop anyone from creating an internet radio station and utilizing the exact same subscription/content platform as SiriXM?

    Much of Siri's problems are that they had to build the infrastructure themselves -- at prices they locked into years ago, when that cost was much higher, and they are still deep in debt from it. IR doesn't have that problem at all - the infrastructure is built - and delivery over wireless improving by the month.

    I am NOT saying IR is going to take over - certainly not anytime soon. I am NOT saying IR is a viable competitor as it stands TODAY.... I AM saying that Sat Radio will have competition going fwd from IR. and Sat Radio cannot afford even a little competition.

    I concur with the author that eventually, IR will win.
    Sep 15 16:58 pm |Rating: 0 0 |Link to Comment |View article
  • Is Sirius XM Headed the Way of Old Radio?
    "No specialty shoes, live concerts, sports, howard, oprah, mad dog, and those funny guys. The content will win out. "

    >>> with no debt to deal with, why couldn't a competitor using internet radio pay for content?
    Sep 15 16:31 pm |Rating: 0 0 |Link to Comment |View article
  • Is Sirius XM Headed the Way of Old Radio?
    I'm not saying "taking over", Relmor --- just saying that it's competition... however little bit it takes into Siri revenues, Siri cannot afford it...
    Sep 15 16:29 pm |Rating: 0 0 |Link to Comment |View article
  • Is Sirius XM Headed the Way of Old Radio?
    my point about internet radio is not specific to any one company - Pandora is just an example - if they go away, there will be more and more

    the point is that as the internet radio platform matures, there's no stopping anyone to step in and use the exact same subscription/content platform that SiriXM uses, only over internet radio. virtually no startup costs, no debt to deal with, and the hardware will be cheap.... with my laptop/iPhone, and soon standard in cars, I already have the "player"...
    Sep 15 16:28 pm |Rating: 0 0 |Link to Comment |View article
  • Is Sirius XM Headed the Way of Old Radio?
    "Hence proof of this Pantora, and the exact reason they gave for having to shut their doors. "

    >> just turned on Pandora on my iPhone. works just fine.
    Sep 15 15:41 pm |Rating: 0 0 |Link to Comment |View article
  • Why Apple Stock Is Poised To Go Flat - At Best
    "And the more products they sell and the more Apple retail stores that open, the stock price can barely tread water to stop from drowning in a sea of red."

    What does this mean? What "sea of red"...?
    Aug 31 10:39 am |Rating: 0 0 |Link to Comment |View article
  • Why Apple Stock Is Poised To Go Flat - At Best
    Constable Odo, do you have ANY IDEA the growth this company is experiencing?

    Dell is contracting/flat in revenue/profits and while AAPL went from $327mil in profits to $3.5bil in 3yrs... AAPL is gaining PC marketshare by a few % a year, 2 businesses that didn't exist a few years ago are now pulling in billions in revenue...

    have you looked at the balance sheet? the income statement? ever?
    Aug 31 10:37 am |Rating: 0 0 |Link to Comment |View article
  • Why Apple Stock Is Poised To Go Flat - At Best
    I concur with TUSKAGEE: "if you need a laugh, go to his website"...

    Click "portfolio" to see his masterpiece of a diversified portfolio:

    it's made up of only the most beat up financials and homebuilders - with a few 2x leveraged ETFs - the Dow and, again, Homebuilders....

    obviously ZERO, none, nada requirements to post an article.
    Aug 31 10:29 am |Rating: 0 0 |Link to Comment |View article
  • Citi: Sirius XM Is “Massively Undervalued”
    $1.1bil in debt due in 2009... they paid 16% a few weeks ago for the 5yr bond issue.... Under a buck by Dec... death by debt by 2011...
    Aug 15 16:35 pm |Rating: 0 0 |Link to Comment |View article
  • Apple Investors Nervous as Earnings Call Approaches
    "what's next", Pauly B?

    How about 10% PC market share...? then 15%... then 25%, and so on...

    ...and exactly OFFTHEOBT: long horizon investors have zero to fear... perhaps just some more opportunity to buy more..
    Jul 21 10:16 am |Rating: 0 0 |Link to Comment |View article
  • Apple Sells One Million iPhones in Three Days
    doriso3: said: "apple has wonderful features if you want to walk around all day using the web and I tunes.this ,too will come to an end. when the parents of the young tech virtuosos get their monthly charges for all of the extras and roaming charges which is part of the ATT program,watch out. the big uses for most people on the cell phones are text messaging and phone use and e-mail. The I phone doese not pass muster in these qualities."

    ....doriso, you have an incredible skill at looking into the future.... I mean, the past.
    Jul 14 12:32 pm |Rating: 0 0 |Link to Comment |View article
  • 3G iPhone: Growth and High Margins for Apple?
    good stuff. thanks for laying that out.

    (meanwhile, on a ranch far removed from any media, Macs just keep chugging along, picking up market share by the percentage point... sshhhh... don't talk about it... let's keep focus on the iPhone... and the App Store... and iTunes... Macs quietly taking over is just peripheral... sshhh....)
    Jun 19 08:56 am |Rating: 0 0 |Link to Comment |View article

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