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  $2.14
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MPUO104  
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 More options Apr 23 2012, 10:19 am
From: MPUO104 <MPUO104...@AOL.COM>
Date: Mon, 23 Apr 2012 07:19:36 -0700 (PDT)
Local: Mon, Apr 23 2012 10:19 am
Subject: $2.14
$2.14 this close to earrings really pisses me off. I have a feeling
there is going to be no run up this time.

 
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matt  
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 More options Apr 23 2012, 10:30 am
From: matt <mtrus...@gmail.com>
Date: Mon, 23 Apr 2012 07:30:11 -0700 (PDT)
Local: Mon, Apr 23 2012 10:30 am
Subject: Re: $2.14
lol this things a POS

no way to spin it. justify it.  it is a POS

On Apr 23, 10:19 am, MPUO104 <MPUO104...@AOL.COM> wrote:


 
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Nickname unavailable  
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 More options Apr 23 2012, 10:41 am
From: Nickname unavailable <jverdir...@gmail.com>
Date: Mon, 23 Apr 2012 07:41:30 -0700 (PDT)
Local: Mon, Apr 23 2012 10:41 am
Subject: Re: $2.14
I really don't understand this stock at all. The machines are selling
in full force because we broke $2.20. Looks like general
disappointment from no pre-announcement and disappointment from Mel
selling his shares. I really hope they come out with good earnings or
Liberty makes a play. If not, we're hosed the rest of this year.  Mel
has really done a great job getting this business back on solid ground
financially, but he has no clear growth strategy. They can remain
status quo and generate a ridiculous amount of cash moving forward
like Apple did in the early 2000's, but eventually they need a game
changing plan. Apple didn't take off until after the release of the
iPod. Until we get something big, we're going to be stuck in this
horrible trading range.

On Apr 23, 10:19 am, MPUO104 <MPUO104...@AOL.COM> wrote:


 
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CVT  
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 More options Apr 23 2012, 11:06 am
From: CVT <cvanto...@gmail.com>
Date: Mon, 23 Apr 2012 08:06:46 -0700 (PDT)
Local: Mon, Apr 23 2012 11:06 am
Subject: Re: $2.14
Am I missing something here?  Stock across the board are down 2-3%.

On Apr 23, 10:41 am, Nickname unavailable <jverdir...@gmail.com>
wrote:


 
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Kleck  
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 More options Apr 23 2012, 11:10 am
From: Kleck <timklec...@gmail.com>
Date: Mon, 23 Apr 2012 08:10:40 -0700 (PDT)
Local: Mon, Apr 23 2012 11:10 am
Subject: Re: $2.14
I don't mind the down here.  Good time to buy more.

On Apr 23, 10:06 am, CVT <cvanto...@gmail.com> wrote:


 
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BassFisher3k  
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 More options Apr 23 2012, 11:16 am
From: BassFisher3k <timzdra...@gmail.com>
Date: Mon, 23 Apr 2012 08:16:57 -0700 (PDT)
Local: Mon, Apr 23 2012 11:16 am
Subject: Re: $2.14
yep buy-ortunities everywhere... got my finger on the apple trigger...
the 560's is cheap when it's run up to 640's already and analysts
saying it goes to 1k... trying not to be greedy but want it too fall a
bit more before i jump...

On Apr 23, 11:10 am, Kleck <timklec...@gmail.com> wrote:


 
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ns75  
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 More options Apr 23 2012, 1:33 pm
From: ns75 <nts...@gmail.com>
Date: Mon, 23 Apr 2012 10:33:54 -0700 (PDT)
Local: Mon, Apr 23 2012 1:33 pm
Subject: Re: $2.14
The best POS stock I have ever owned. Thanks SIRI.

Still above 2.10, wow, amazing......

On Apr 23, 8:16 am, BassFisher3k <timzdra...@gmail.com> wrote:


 
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MPUO104  
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 More options Apr 23 2012, 1:43 pm
From: MPUO104 <MPUO104...@AOL.COM>
Date: Mon, 23 Apr 2012 10:43:29 -0700 (PDT)
Local: Mon, Apr 23 2012 1:43 pm
Subject: Re: $2.14
I hate seeing this out of the $2.20's but it is what it is I guess.

On Apr 23, 1:33 pm, ns75 <nts...@gmail.com> wrote:


 
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Adam  
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 More options Apr 23 2012, 2:38 pm
From: Adam <fsualum...@gmail.com>
Date: Mon, 23 Apr 2012 11:38:22 -0700 (PDT)
Local: Mon, Apr 23 2012 2:38 pm
Subject: Re: $2.14
The entire market is down.  We will be up solid over the next few
days.

On Apr 23, 1:43 pm, MPUO104 <MPUO104...@AOL.COM> wrote:


 
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CVT  
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 More options Apr 23 2012, 4:10 pm
From: CVT <cvanto...@gmail.com>
Date: Mon, 23 Apr 2012 13:10:44 -0700 (PDT)
Local: Mon, Apr 23 2012 4:10 pm
Subject: Re: $2.14
Exactly right

On Apr 23, 2:38 pm, Adam <fsualum...@gmail.com> wrote:


 
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BassFisher3k  
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 More options Apr 23 2012, 4:41 pm
From: BassFisher3k <timzdra...@gmail.com>
Date: Mon, 23 Apr 2012 13:41:20 -0700 (PDT)
Local: Mon, Apr 23 2012 4:41 pm
Subject: Re: $2.14
go read the info on how liberty took control of dish... our deal is
shaping up about the same.. i really see only one way longs get hurt
here and hurt isn't really the issue... the only way that hurts is if
LMCA tenders a low ball for ALL of the shares... if they just buy up
to 50% price should improve... even after RMT DISH has gone way up...
typical mo for malone is too let the company run etc... he isn't
running the day to day ops of the Atlanta Braves either... LOL

On Apr 23, 4:10 pm, CVT <cvanto...@gmail.com> wrote:


 
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chris stoltz  
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 More options Apr 24 2012, 9:56 am
From: chris stoltz <cpsto...@gmail.com>
Date: Tue, 24 Apr 2012 06:56:04 -0700 (PDT)
Local: Tues, Apr 24 2012 9:56 am
Subject: Re: $2.14
Malone took control of Dish from Ergen? :P  I think you mean Direct TV

On Apr 23, 4:41 pm, BassFisher3k <timzdra...@gmail.com> wrote:


 
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BassFisher3k  
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 More options Apr 24 2012, 10:04 am
From: BassFisher3k <timzdra...@gmail.com>
Date: Tue, 24 Apr 2012 07:04:54 -0700 (PDT)
Local: Tues, Apr 24 2012 10:04 am
Subject: Re: $2.14
yes chris sorry... i do that everytime... here is the article that
lays it out pretty good...
obviously not every deal is going to work out.. but this is fairly
standard mo for malone and co....

http://seekingalpha.com/article/518701-sirius-xm-to-liberty-put-up-or...

On Apr 24, 9:56 am, chris stoltz <cpsto...@gmail.com> wrote:


 
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xero1matrix  
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 More options Apr 24 2012, 12:35 pm
From: xero1matrix <pschum...@gmail.com>
Date: Tue, 24 Apr 2012 09:35:31 -0700 (PDT)
Local: Tues, Apr 24 2012 12:35 pm
Subject: Re: $2.14
Good article BassFisher, had not seen this one.  Puts a little
perspective on the reverse Morris Trust.

Long and getting longer by the minute.

On Apr 24, 9:04 am, BassFisher3k <timzdra...@gmail.com> wrote:


 
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Dem  
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 More options Apr 24 2012, 12:53 pm
From: Dem <deme...@gmail.com>
Date: Tue, 24 Apr 2012 09:53:44 -0700 (PDT)
Local: Tues, Apr 24 2012 12:53 pm
Subject: Re: $2.14
One of the problems about comparisons with Direct TV and it's RMT is
that it doesn't tell the entire story. IT tells very little of it.
More than not, it is an error to make such judgements or comparison
based on a RMT alone.

If people would take the time out to read the 10Qs or 10K's they might
get a little better insight.

There were investments made in Direct TV over that time and the
investments made, along with the increase in subs, increased the net
revenues over 250% over a two year period. That is the same period of
time where so many writers, making comparisons, are using as
justification for a RMT as if the RMT itself is somehow good for a
company. It's not totally true. There were no immediate gains made as
a result of the RMT of Directv, it was a two year process, and done as
a result of better management taking over the company and providing
some insight which led to an absolutely huge revenue increase, as well
as huge net gains. It has NOTHING, I repeat, NOTHING to do with the
RMT. It was all improvement in the metrics of the company as a result
of a better management team directing the company forward from the
shadows and getting the company back on track.

A RMT does not guarantee the metrics of a company will improve. My
guess is, with Malone and Co. being far superior in management
practice then Mel would ever dream to be, the company will be better
off, as a visionary and a good management team come into play,
something needed for a long time, something that we would not even be
talking about if a good management team were in place in the first
place, as there would have never been any bankruptcy scare, nor would
there be this giving away of the company into private hands, something
Mel has stated he would like to do years ago, and has now almost
completed. 40% then, another 10-11% later. It's just insane how a
company CEO can manipulate a company and the shareholders into a give-
a-way of a multibillion dollar company and perception is he is some
kind of hero, as (some) shareholders line their pockets.

A RMT is not a good thing, nor a bad thing. It is what it is.
Comparisons are flawed.

On Apr 24, 12:35 pm, xero1matrix <pschum...@gmail.com> wrote:


 
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BassFisher3k  
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 More options Apr 24 2012, 1:08 pm
From: BassFisher3k <timzdra...@gmail.com>
Date: Tue, 24 Apr 2012 10:08:58 -0700 (PDT)
Local: Tues, Apr 24 2012 1:08 pm
Subject: Re: $2.14
DEM - that's what i meant by... not all deals work out... my point is
that it does NOT have to be a BAD thing... in fact i would welcome the
extra possibilities that LMCA could bring to the table.. I think many
people 'here' think that they just lose their shares for X and it's
over... i have a much better understanding of how this works now and
it might help others... i would love to see LMCA take over... then
begin buying back shares and getting rid of the giant float.. all the
while slowly but surely SIRI share price continues to rise not only on
good execution of the model that is a proven winner here, but now
taking down the float and having better management etc... it could be
a win win... could being the operative phrase here... i just don't see
any real negatives here...

On Apr 24, 12:53 pm, Dem <deme...@gmail.com> wrote:


 
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Dem  
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 More options Apr 24 2012, 1:52 pm
From: Dem <deme...@gmail.com>
Date: Tue, 24 Apr 2012 10:52:05 -0700 (PDT)
Local: Tues, Apr 24 2012 1:52 pm
Subject: Re: $2.14
I understand exactly. And I didn't mean to refute your original post
in any way.

I was more or less reacting to the article, and many others I've read,
suggesting a RMT is a good thing for the stock price.

We have seen several new people here on the board echoing the same
setiments as the author. The 10K's, IMHO, reflect a much better
example of upward movement. Anytime a company revenues and earnings go
up 250%, it is only reasonable to see the stock price go up during
that same period.

The post above was not meant to be a reflection nor a reaction to your
comments. You were right on about the history of the transitionary
process. No worries...

On Apr 24, 1:08 pm, BassFisher3k <timzdra...@gmail.com> wrote:


 
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don  
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 More options Apr 24 2012, 1:56 pm
From: don <don....@gmail.com>
Date: Tue, 24 Apr 2012 10:56:48 -0700 (PDT)
Local: Tues, Apr 24 2012 1:56 pm
Subject: Re: $2.14
its more like people here or on SA think siri loses the ability to
skyrocket to $5 in a year like it use to climb if malone buys. i think
siri will still continue to grow with liberty... but with or without
liberty... siri isnt flying like it did from 5 cents to 2$ anymore.
its closer to acting like a fairly valued company at these levels

On Apr 24, 1:08 pm, BassFisher3k <timzdra...@gmail.com> wrote:


 
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MUSCLE13  
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 More options Apr 24 2012, 8:09 pm
From: MUSCLE13 <MUSCL...@aol.com>
Date: Tue, 24 Apr 2012 17:09:16 -0700 (PDT)
Local: Tues, Apr 24 2012 8:09 pm
Subject: Re: $2.14

On Apr 24, 12:53 pm, Dem <deme...@gmail.com> wrote:

> My guess is, with Malone and Co. being far superior in management
> practice then Mel would ever dream to be, the company will be better
> off, as a visionary and a good management team come into play,
> something needed for a long time,

I would be totally and utterly shocked if Mel wasn't still the CEO
after a RMT of Sirius by Liberty. Personally, I believe a RMT never
happens unless Mel agrees to a contract past this year.

 
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don  
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 More options Apr 24 2012, 11:32 pm
From: don <don....@gmail.com>
Date: Tue, 24 Apr 2012 20:32:10 -0700 (PDT)
Local: Tues, Apr 24 2012 11:32 pm
Subject: Re: $2.14
why would liberty care of mel stays on as ceo... i wasnt with siri
before the ride to 5 cents (thank goodness)... but it didnt really
sound like he was a great ceo. he just got a lifeline from being
absobed by ergen at the last minute and with some solid management of
debt and just basically riding the auto recovery from 5 cents, siri
actually showed that it was able to work itself out of a hole... one
bad quarter in car sales would have probably derailed the ride from 5
cents to $2. i think he'll stay on if liberty takes siri... but i
think he'll know it will only be a short ride. i think he knows his
career is winding down and is acting accordingly.

On Apr 24, 8:09 pm, MUSCLE13 <MUSCL...@aol.com> wrote:


 
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MUSCLE13  
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 More options Apr 25 2012, 12:16 am
From: MUSCLE13 <MUSCL...@aol.com>
Date: Tue, 24 Apr 2012 21:16:01 -0700 (PDT)
Local: Wed, Apr 25 2012 12:16 am
Subject: Re: $2.14
For anybody who has followed Mel's radio career through the decades he
is by far the most successful CEO in radio's history. He created
Infinity Broadcasting from 3 radio stations into the largest radio
company in the world with a 20 billion dollar market cap before it was
sold to Viacom (which Mel ran as well). He is a legend in the
business. Has been inducted into the broadcasting hall of fame, and
basically built Sirius into the largest radio company in the world as
well.

My opinion is Liberty doesn't even consider a RMT without Mel's
contract being extended first. Malone and Maffei are well aware of the
legend of the ZenMaster in radio. Nobody has even come close to what
Mel has accomplished in the industry. Anybody on Wall Street who has
followed radio is well aware. Mel basically caused the
Telecommunications Act of 1996 to happen and rebuilt the entire
industry singlehandedly after it was almost given up on by the
street.  Radio owes him a lot. Wall Street values media on FCF and
EBITDA because of him. All the consolidation came after the Telecom
Act and thats not to mention the Dopoly Act of later years. In the 90s
Mel created billions in wealth for investors. He seems to be doing it
all over again now with Sirius. Mel admitted publicly after the merger
that he was basically brought in as Sirius CEO to make the merger
happen. He has done over 200 Billion dollars in media mergers in his
time. You read that right 200 billion.If Sirius and XM didn't merge
they were finished.

I could go on but its late. Mel is a definitely a radio legend on Wall
Street. Malone knows that.

On Apr 24, 11:32 pm, don <don....@gmail.com> wrote:


 
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don  
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 More options Apr 25 2012, 9:49 am
From: don <don....@gmail.com>
Date: Wed, 25 Apr 2012 06:49:52 -0700 (PDT)
Local: Wed, Apr 25 2012 9:49 am
Subject: Re: $2.14
no i understand his accomplishments before siri... but honestly to me
it doesnt mean squat... the only thing i care is his performance with
siri and honestly it wasnt very impressive. and in the last few
years... he was just lucky to be riding the auto recovery... that's
all. there are probably some names i can bring up that were legends in
their time but crappy afterwards. but you get the point.

On Apr 25, 12:16 am, MUSCLE13 <MUSCL...@aol.com> wrote:


 
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chris stoltz  
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 More options Apr 25 2012, 10:13 am
From: chris stoltz <cpsto...@gmail.com>
Date: Wed, 25 Apr 2012 07:13:38 -0700 (PDT)
Local: Wed, Apr 25 2012 10:13 am
Subject: Re: $2.14
It reminds me of Joe Gibbs.  Great success as a head coach, success as
a Nascar owner, but when he tried his hand at head coaching again his
past success as head coach didn't mean squat.  Much like most mutual
funds say "past success is not an indicator of future profits"

On Apr 25, 9:49 am, don <don....@gmail.com> wrote:


 
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End of messages  

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