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Sirius XM Holdings Inc. Message Board

  • philip_kozlowski philip_kozlowski Mar 21, 2014 9:15 AM Flag

    SIRI is the future - it's all about 'connectness'

    Put these facts together....
    1) Cell phones started in cars because the technology required huge devices, battery power and antennas -
    now you can't imagine a world without cell phones because everyone wants to be connected;
    2) Cable companies are losing TV customers to the internet....cable tv is becoming too expensive and
    streaming (Netflix, etc.) is a less-costly alternative and ready on-demand;
    3) SIRI offers CONNECTNESS now and in the future ..... spectrum and possible internet access in 2016 or
    4) SIRI offers content (see the Netflix model for "House of Cards" and "Orange is the New Black") -
    SIRI's content is original programming and SPORTS SPORTS SPORTS.
    SO....if you can offer connectedness to over 200 MILLION cars AND original content AND streaming,
    I didn't invest in cell phone companies in the 1980's because I thought it was 'too risky' - I'm sure the early years showed slower growth than anticipated, high user acquisition costs, etc. etc. - the same things being said about SIRI now. LOOK WHAT HAPPENED!
    The only thing keeping SIRI back is uncertainty about Malone's plans because he holds the trump cards. But he's a very successful business man because he knows everything has a price. IF he gets a great offer from Apple, Google, Verizon or AT&T, you can be sure he'll sell. This would be the capstone of his whole career, not buying some cable company like TWC or Cox.
    I'm all-in for SIRI.....

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