Sirius XM Holdings Inc (SIRI)

[Mustache_rider]

Fair enough... I agree they have a lot in common, as it relates to music but SIRIUS has a lot to offer that currently differentiates itself from the competition (lack of commercials, exclusive sports, talk and entertainment to name a few). Once Pandora/Apple starts incorporating these into their line-up, i will definitely rethink my long term view of SIRIUS.

The thing that scares me the most is Apple's following. I feel that in itself will entice people to at least try it out and in turn, stress test SIRIUS' market share. I would need to see how they would structure their product before I would get too worried.

I agree that SIRIUS and Apple could operate together in the same market. I actually think a little competition for SIRIUS is a good thing... force them to invest in new technology, come up with new gadgets, etc.