Replies to post #1085 on 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.

http://www.thestreet.com/_yahoo/pom/pomaa/10258878.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

[SeriousMoney]

Sirius Hits 3 Million Subscribers
TheStreet.com, By TSC Staff
12/27/2005 7:48 AM EST

Sirius (SIRI:Nasdaq - commentary - research - Cramer's Take) said it has cleared its oft-stated goal of ending 2005 with 3 million subscribers to its satellite radio service.

The company previously said it ended the September quarter with 2.17 million subscribers. As reported here, heavy advertising, cash givebacks, a slew of new radios and Howard Stern's January debut were expected to make the Christmas season easily the biggest yet for Sirius and its pay-radio rival XM (XMSR:Nasdaq - commentary - research - Cramer's Take).

In a premarket press release, Sirius said it "recently surpassed 3 million subscribers and expects a strong year-end."

XM had 5.03 million users at the end of September and is pledging 6 million by the end of the year.

For the year, Sirius' stock is down 10%, while XM has lost 23%.

http://www.thestreet.com/_yahoo/stocks/media/10259020.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=N...

[junkmasterg]

for your desktop...

http://proapp.net/hsbg/

[SeriousMoney]

Sirius Is Loved Too Much, Too Soon
By James J. Cramer
RealMoney.com Columnist
12/29/2005 10:45 AM EST

Last night, walking uptown on a beautiful albeit too warm December evening, I was stopped six times -- not including the one time the woman who stopped me and asked if I was Lenin's great-grandson because of the spitting image thing.

Of those six times, four of them -- four of them, mind you, which represents two-thirds, 'cause I just did that problem with my 11-year-old -- were about one stock: Sirius Satellite (SIRI:Nasdaq) .

All four were long it.

With each interchange, my enthusiasm for the stock -- already flagging with all this good news and no upward momentum -- lagged further, to the point where I just shrugged to the last fella.

I am a huge believer in learning from anyone. Anybody who stops me with a booyah on the street is going to get the interrogation about what they like, what I can do better, what I should focus on.

But four people in a row begging me to say that I liked Sirius is, frankly, a scary thing. You don't see that kind of embrace early in the game before a big move.

You tend to see it in Cisco (CSCO:Nasdaq) at $34 or Sun Micro (SUNW:Nasdaq) at $10 or EMC (EMC:NYSE) at $18 and I pick my examples carefully.

Here's the problem. I am a huge believer in Sirius, the company. I like the management, I like the programming, I like the service. I believe it represents tremendous value over terrestrial radio and am quite willing and able to pay for a cable radio subscription if I get my money's worth -- and I get it with Sirius. I also believe that there is a gigantic, untapped market for narrow programming of the kind that Sirius is seriously developing, away from Stern. You don't need me to know how much Stern's being paid, and I genuinely believe that Mel Karmazin figured it out better than you and I can. Some people are just good business people; he's one of the best.

But you know me. I am a huge believer in the short- and intermediate-term disconnect between a stock's price and the fundamentals of the company. I am beginning to think that everything will go right for Sirius and it won't matter to the stock because everyone is in it already. There's no one left to convert. The fact that the company announced terrific -- and they were terrific -- numbers earlier in the week and the stock went down anyway spoke volumes to me, volumes. Nothing, however, spoke louder to me -- screamed at me -- than those who pleaded with me to bless the name.

I bless the company; the stock? I don't think so.

Bottom line: Look for Sirius to exceed all of its targets, which, alas, will allow its stock to stay here, but not do much, in the timeframe that all of the people want it to go to $10. We had a big run into the Stern hoopla and I believe that will be it.

Great company; not-great stock. You know I prefer the inverse.

http://www.thestreet.com/p/_yahoo/rmoney/technology/10259427.html?cm_ven=YAHOO&cm_cat=PREMIUM&am...