jswede

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  • 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
  • High-Def DVD Standards War Intensifies
    Pointe, I stand corrected. Don't know where I picked up that misinformation.

    6mos ago, I'd have said Blu-Ray was going to win this.... not so anymore.

    While still lagging, HD-DVD sales are accelerating vs BR - in both players and titles. Many dual format titles are in favor of HD-DVD already, and the ones they lag in are 1:1.5 ratios or less, and shrinking.

    PS3 is disappointing in sales (being nice) and the brunt of its effect on the "war" is in the rearview - the fact that HD-DVD is gaining even with the seeming head-wind from PS3 is telling.

    XBox sells a HD-DVD add-on, and the new XBox will have a built-in HD-DVD.

    The low low HD-DVD player prices vs the relatively expensive BR this hoiliday season should close the gap further, then comes 2008.... when the Chinese players hit:

    The Chinese have HD-DVD making technology, not Blu-Ray.... when the $100 Chinese HD-DVD players hit next year, the sales trends will accelerate further in HD-DVDs favor.

    I agree HD will be a digital file format in the future, and we'll not be using discs for anything in a few years.
    Dec 21 16:28 pm |Rating: 0 0 |Link to Comment |View article
  • High-Def DVD Standards War Intensifies
    au contraire, the tide has already started to turn towards HD-DVD... Fox is wavering on BluRay and Disney may soon offer HD-DVD alongside BR... the HD-DVD players are cheaper and they play standard DVDs.
    Dec 21 11:20 am |Rating: 0 0 |Link to Comment |View article

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