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No. of Recommendations: 1
"SIRI cannot grow very fast once it tops out on subscribers. My GENEROUS valuation gives poor little SIRI the benifit of already being topped out. SIRI is no MSFT."


Tops out? Are people going to suddenly a) stop reproducing, making more people and b) stop making money to spend on frivilous things they adore?

The answer to both is no, my friend. Sirius sells a service and a product, and they are going to have more subscribers every year until something very bad happens. This stock will climb in January, drop back a bit, then climb steadily until they blow another wad of cash on a big name. The next time this stock takes a serious hit will be in about 10 years when the satellites need to be replaced. Those puppies are expensive, and it will hurt their bottom line.

Both XM and Sirius will be around for a while, profitable shortly. Either as competitors or as a single company. The risk is well worth the impending reward.
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