Sirius XM Holdings Inc (SIRI)

[SeriousMoney]

XM, Sirius May Do Best Next Week
By James J. Cramer
RealMoney.com Columnist
12/23/2005 9:45 AM EST

Somehow, I would have liked hearing the buzz from XM (XMSR:Nasdaq) and Sirius (SIRI:Nasdaq) that I am hearing from Garmin (GRMN:Nasdaq) . That's what stuck in my mind all week when I made my calls to people who sell hardware. No one was saying, "We couldn't stock Sirius merchandise fast enough," but I did hear that anything GPS simply blew out the doors.

All week, people have been asking me what I am hearing about the sales for XM and Sirius. I was interpreting the lack of feedback I have had, plus the lack of an announcement from either company, as a sign that perhaps things were weak.

That's why it is encouraging to read Robert Peck's note this morning from Bear Stearns saying that we could still be in a big week of sales, because Sirius added 30% of its sales during the last four days of the year -- those haven't happened yet -- and XM had 18% of its sales. (Those are Bear's figures, by the way.)

My conclusion: While it would have been great to hear that this week was fantastic, we didn't get it. But I am not yet willing to give up on either of these two with a week to go.

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