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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
    beyond;
    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,
    HOW COULD YOU LOSE?
    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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