and i say, siri is now headed down under $4.00 next month.The sub count will not be as good as most people think,and i believe siri will announce no more than 3.5mil.I believe it is bad news from here on in.
You are inferring you can look in to the future and your word is gospel,how do you know what the future will bring,how do you know what mel is doing,do you sit on the board of directors,do you have esp,?
I say we might go as low as $4.00. I agree sub count will be a dissappointment, but not as bad as you project.Could make as high as 500k to 600k but I don't see them hitting 4 million by the end of qtr. The Stern Effect as far as subs are concerned is wearing off, but the Stern Effect as far as ad revenue is concerned is kicking in. The one big dissappointment will be the coutinuing "higher than expected red ink".
actually the Forbes article wasn't bad.
They say he will help Sirius for the first half of 06
I don't think Stern will dissapear in 6 months though, his contract is 5 years.
That's where Forbes is wrong. He will never leave the picture as long as he is there.