XMSR/SIRI and NASDAQ 100

AceHigh · #1 12-13-2004, 06:20 PM

XMSR and SIRI have been added into the NASDAQ 100.

http://biz.yahoo.com/prnews/041210/dcf031_1.html

I think they will both have a good December and January as far as generating new subscribers. Xmas presents and all should result in new customers added to both services.

XMSR has a new product, the delphi MyFi, that should also bring more subscribers.

http://www.xmradio.com/myfi/index.jsp

So short term I like both these companies, but I like XMSR more and have just bought some XMSR.

Comments?

Dan Mezick · #2 12-13-2004, 09:58 PM

XMSR may be the better buy right now given all the emotional content driving the price of SIRI. I like SIRI in the 5.50 or below range.

XMSR has come catching up to do if SIRI keeps going. SIRI hit 9.43 and dropped to a low of 6.58 in a single day.

I don't want to be the guy taking the 31% hit in one day. It could happen again with this stock...

Therefore I like the lower variance of XMSR right now but would jump on SIRI under 6. Look at the SIRI chart to see why....a close below 5.50 would not invalidate its uptrend at this time.

SIRI seems way ahead of itself, while XMSR seems a safer way to play sat-radio at this time.

A SIRI close below 5.50 evens the comparisions, but that may never happen.

AceHigh · #3 12-13-2004, 10:39 PM

[ QUOTE ]
SIRI hit 9.43 and dropped to a low of 6.58 in a single day.

I don't want to be the guy taking the 31% hit in one day. It could happen again with this stock...

[/ QUOTE ]

I agree, while it probably has higher reward than XMSR, I don't like the risk with SIRI, so I stayed away from it. I have a feeling, SIRI might go higher % wise than XMSR, when the subscriber numbers hit. But it is more likely to take a hit in price between today and when the next good news comes along.