CDIH
SIRI - Printable Version

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+--- Thread: SIRI (/showthread.php?tid=9746)

Pages: 1 2


- Keyser Soze - 12-07-2004

...is on fire.

Galt, what is your assessment? How much longer a run until a sell off?



- Galt - 12-07-2004

I have no idea. If I had any balls, I would have shorted this stock a year ago and I would have lost my shirt.

If you look at the cable companies that can expand into high speed data, local and long distance phone calls, video on demand, essentially be that "information superhighway" for all media content for every single human, their stocks trade at something like $4,000 per subscriber (for a $100 a month service)

SIRI and XMSR which are only radio and will always only be radio in a market where MP3 players are getting better and more prevalent. They are trading at roughly $20,000 per subscriber (for a $100 a year service). I just don't see why people love them so much.

They are wildly expensive and I would never own them. However, they do have all positive catalysts moving forward. You figure Xmas is going to be strong, they'll have a year of press releases about Stern moving over (possibly early), they'll have stories about what Karmazin is doing and what other superstars he's bringing over to the management team, and they're also going to be signing up exclusive content like sports telecasts, probably other guys like Limbaugh, Air America or something like that.

So despite the retarded valuation, it will probably keep going. If I owned the stock, I'd sell it the day that Stern started working there.



- Arpikarhu - 12-07-2004

why dont you two fuck and get it over with?


- Galt - 12-07-2004

well, to the best of my knowledge, neither of us are gay.


- Keyser Soze - 12-07-2004

if he had a vagina and perky c's id be all over him.



Edited By Keyser Soze on 1102454230


- Arpikarhu - 12-08-2004

Galt Wrote:well, to the best of my knowledge, neither of us are gay.
in all of your interactions with keyser there is no evidence of your statement.


- Galt - 12-08-2004

Well, none that I'm gay, at least.


- Arpikarhu - 12-08-2004

true, keyser comes off as the young gay lover infatuated with the straight man he cant have.


- Keyser Soze - 12-08-2004

thats so me!


- Arpikarhu - 12-08-2004

i know


- crx girl - 12-08-2004

keyser's older than galt.













i think



- Keyser Soze - 12-08-2004

28 and sooooooooooo gay!


- Arpikarhu - 12-09-2004

clearly


- Keyser Soze - 12-10-2004

maybe i should consider a career on broadway, i hear the hours are great and they pay well.


- crx girl - 12-10-2004

yeah, but you have to have talent


- Keyser Soze - 12-10-2004

i know how to turn a lightbulb


- Mad - 12-10-2004

But do you have someone in the Union willing to help you get in?


- Keyser Soze - 12-10-2004

i figure i could use my gay charm to buddy up with one of them down at the local bath house.


- Arpikarhu - 12-10-2004

thats how i got in!


- Keyser Soze - 12-10-2004

sweet!