Thursday, October 14, 2004
I have to keep reminding myself, as my father-in-law told me, every stock is fixed. Knoweth what they knoweth. Also, I need to start running again.
Marketing: XM vs Sirius
OK, OK... so I've had a slow day at work and I've been sucked into watching the stocks again. I had a thought on the way home last night that I'd forgotten about until now, as I watch all the speculation of the most minute and mundane "details" up for consideration in a stock's worthiness. Anyway, might "XM" itself bring about neagative connotations when people are trying to decide whether to get XM or Sirius. X is associated with X or XXX rated films and all that juicy (pun intended) stuff. Meanwhile, Sirius depicts a dog with a star for an eye. Maybe I'm just bored.
A New Me
So I was late for work again yesterday. No Dunkin Donuts, though. Subway (gotta eat fresh) for lunch and a mongo salada for dinner... had a couple of Bass Ales watching the Sox blow it again (I told you they would!)... late for work again today. Had to have a Dunkin' Donuts coffee for that tickle in my throat. The wife is taking the daughter to some cashual work function tonight... so that means time for myself - do I meet up with a former boss for drinks? Go to one friends and watch TV? Go to anothers and play guitar? Go home and see if my lobster buddy wants to come over to my place and drink and play guitar? Go home and do nothing? What a life!
Tuesday, October 12, 2004
Time
Not the Pink Floyd tune (Phish covered it 11/2/98 in W. Valley, Utah... OK, I've lost count already)
I'll try not to publish my entries twice in the future.
No promises though.
I'll try not to publish my entries twice in the future.
No promises though.
Howard Stern and Sirius
So, my wife loves Howard Stern. Been a faithful listener for a long time - like most of Howard's audience. Even I listen in once in a while - and when I do, I can't get away until a commercial break. And even then, I'll go back after a few minutes (Howard likes longish commercial breaks - enough to actually eat a snack or drink instead of inhaling it, or getting the guests lined up in a row... plus the ad time - I might imagine). Anyway, as we're trying to be "investors" now, infomrs me that given the news that Howard has signed a deal with Sirius, she feels that, at $3.70, it's a good, cheap price for a stock.
I had considered both Sirius and XM when I was dabbling with my Roth IRA (maybe I'll get into that disaster another time), and decided to hold off and see
1.) whether the satellite radio would hold up as an industry, and
2.) who might get on the bandwagon.
Needless to say, Howard is on the Sirius bandwagon. And as vulgar as he can be, he's a righteous guy who won't welch on a bet - or contract. He has proven to be a pioneer in the radio industry (not so much in the TV industry), and that dedication to success will translate very well in future results. In other words, Howard's mission will be to legitamize a whole new vehicle.
How is that important to Sirius? Or XM for that matter (BTW, I knew XM was not going anywhere when they broadcast the final Phish weekend - that's three!) As my wife said to me, satellite radio is the next cable television. And I believe her. Quality costs - neh, demands money. That was proven with cable TV.
"You want choice? Here's 150 channels, but it's gonna cost ya."
"No problem!"
I think the same thing will happen with radio. Quality - in both content and delivery. Choice.
On top of all of this, if you consider Jim Cramer's view about Merck's undoing and the transformed view of the investing public, that growth once again trumps strength and stability, satellite radio holds tremendous growth opportunities, especially Sirius, which now has Howard Stern, as well as the NFL, NBA and NHL - and about 1/5 the customer base of XM... for now. And just like everything else, just wait until XM's subscribers get sick of shelling out extra money for "premium" content.
I had considered both Sirius and XM when I was dabbling with my Roth IRA (maybe I'll get into that disaster another time), and decided to hold off and see
1.) whether the satellite radio would hold up as an industry, and
2.) who might get on the bandwagon.
Needless to say, Howard is on the Sirius bandwagon. And as vulgar as he can be, he's a righteous guy who won't welch on a bet - or contract. He has proven to be a pioneer in the radio industry (not so much in the TV industry), and that dedication to success will translate very well in future results. In other words, Howard's mission will be to legitamize a whole new vehicle.
How is that important to Sirius? Or XM for that matter (BTW, I knew XM was not going anywhere when they broadcast the final Phish weekend - that's three!) As my wife said to me, satellite radio is the next cable television. And I believe her. Quality costs - neh, demands money. That was proven with cable TV.
"You want choice? Here's 150 channels, but it's gonna cost ya."
"No problem!"
I think the same thing will happen with radio. Quality - in both content and delivery. Choice.
On top of all of this, if you consider Jim Cramer's view about Merck's undoing and the transformed view of the investing public, that growth once again trumps strength and stability, satellite radio holds tremendous growth opportunities, especially Sirius, which now has Howard Stern, as well as the NFL, NBA and NHL - and about 1/5 the customer base of XM... for now. And just like everything else, just wait until XM's subscribers get sick of shelling out extra money for "premium" content.
Cha-ching!
Cool to swear. So nice.
My stomach's a-growlin'. Once again, I didn't eat breakfas... oh, yes I did. Dunkin' Donuts. Again. I have to cut back. For my family. Way too much around the middle. I was running in order to get in shape for beer league hockey. Need to get back on that train, too. My knees are starting to hurt under the strain. Damn. As for Dunkin' Donuts. What a stock that would be to own...
My stomach's a-growlin'. Once again, I didn't eat breakfas... oh, yes I did. Dunkin' Donuts. Again. I have to cut back. For my family. Way too much around the middle. I was running in order to get in shape for beer league hockey. Need to get back on that train, too. My knees are starting to hurt under the strain. Damn. As for Dunkin' Donuts. What a stock that would be to own...
Green
Besides being the color of my favorite smokes, I just checked the portfolio again and we are in the green thus far. Are curse words allowed in this forum? They do have a tendency to appear in my dialect frequently, so no representation of my thoughts would ever be "complete" without them...
Boy
Man
god
Shit
What's your fee to drive me to Firenze?
That makes two.
Boy
Man
god
Shit
What's your fee to drive me to Firenze?
That makes two.
Hi diddly-ho there neighborinos
Just signed up for this ride. About me? Moi? What shall I post about? All things Ned-ilicious...
My particular soft spots are music, philosophy, and business - I want to consider myself a neo-hippie. I'm a party animal with a brain, and I have the ability to put both of those things to good use... or so I think. I'll let the reader decide. I have had grandiose thoughts about entepreneurial endeavors - my own start-up company as a "consultant" of some type, writing a book... I guess this is it. Oh, and it will all most definitely be presented with a hint of comedy.
Right now I'm sitting here at work... and from the sounds of it, people must think I'm hard at work typing. I have another half an hour to kill before I have to get back to things. And I'm getting bored watching my stock portfolio swing by the pennies. Oh, well. Patience is a virtue. And seeing as I'm (only) 30, patience is king.
Maybe I'll rap about my family. Sarah, my beautiful wife, and Hannah, my beautiful daughter. We all live in a bungalow by the beach. Nice place to visit, right... until I moved there. Great place to live. Great town, taboot.
Speaking of taboot, let's keep track of any references I make to Phish. That's one.
And everybody is giving props to the Red Sox. You know what? They'll blow it.
My particular soft spots are music, philosophy, and business - I want to consider myself a neo-hippie. I'm a party animal with a brain, and I have the ability to put both of those things to good use... or so I think. I'll let the reader decide. I have had grandiose thoughts about entepreneurial endeavors - my own start-up company as a "consultant" of some type, writing a book... I guess this is it. Oh, and it will all most definitely be presented with a hint of comedy.
Right now I'm sitting here at work... and from the sounds of it, people must think I'm hard at work typing. I have another half an hour to kill before I have to get back to things. And I'm getting bored watching my stock portfolio swing by the pennies. Oh, well. Patience is a virtue. And seeing as I'm (only) 30, patience is king.
Maybe I'll rap about my family. Sarah, my beautiful wife, and Hannah, my beautiful daughter. We all live in a bungalow by the beach. Nice place to visit, right... until I moved there. Great place to live. Great town, taboot.
Speaking of taboot, let's keep track of any references I make to Phish. That's one.
And everybody is giving props to the Red Sox. You know what? They'll blow it.
Howard Stern and Sirius
So, my wife loves Howard Stern. Been a faithful listener for a long time - like most of Howard's audience. Even I listen in once in a while - and when I do, I can't get away until a commercial break. And even then, I'll go back after a few minutes (Howard likes longish commercial breaks - enough to actually eat a snack or drink instead of inhaling it, or getting the guests lined up in a row... plus the ad time - I might imagine). Anyway, as we're trying to be "investors" now, infomrs me that given the news that Howard has signed a deal with Sirius, she feels that, at $3.70, it's a good, cheap price for a stock.
I had considered both Sirius and XM when I was dabbling with my Roth IRA (maybe I'll get into that disaster another time), and decided to hold off and see
1.) whether the satellite radio would hold up as an industry, and
2.) who might get on the bandwagon.
Needless to say, Howard is on the Sirius bandwagon. And as vulgar as he can be, he's a righteous guy who won't welch on a bet - or contract. He has proven to be a pioneer in the radio industry (not so much in the TV industry), and that dedication to success will translate very well in future results. In other words, Howard's mission will be to legitamize a whole new vehicle.
How is that important to Sirius? Or XM for that matter (BTW, I knew XM was not going anywhere when they broadcast the final Phish weekend - that's three!) As my wife said to me, satellite radio is the next cable television. And I believe her. Quality costs - neh, demands money. That was proven with cable TV.
"You want choice? Here's 150 channels, but it's gonna cost ya."
"No problem!"
I think the same thing will happen with radio. Quality - in both content and delivery. Choice.
On top of all of this, if you consider Jim Cramer's view about Merck's undoing and the transformed view of the investing public, that growth once again trumps strength and stability, satellite radio holds tremendous growth opportunities, especially Sirius, which now has Howard Stern, as well as the NFL, NBA and NHL - and about 1/5 the customer base of XM... for now. And just like everything else, just wait until XM's subscribers get sick of shelling out extra money for "premium" content.
I had considered both Sirius and XM when I was dabbling with my Roth IRA (maybe I'll get into that disaster another time), and decided to hold off and see
1.) whether the satellite radio would hold up as an industry, and
2.) who might get on the bandwagon.
Needless to say, Howard is on the Sirius bandwagon. And as vulgar as he can be, he's a righteous guy who won't welch on a bet - or contract. He has proven to be a pioneer in the radio industry (not so much in the TV industry), and that dedication to success will translate very well in future results. In other words, Howard's mission will be to legitamize a whole new vehicle.
How is that important to Sirius? Or XM for that matter (BTW, I knew XM was not going anywhere when they broadcast the final Phish weekend - that's three!) As my wife said to me, satellite radio is the next cable television. And I believe her. Quality costs - neh, demands money. That was proven with cable TV.
"You want choice? Here's 150 channels, but it's gonna cost ya."
"No problem!"
I think the same thing will happen with radio. Quality - in both content and delivery. Choice.
On top of all of this, if you consider Jim Cramer's view about Merck's undoing and the transformed view of the investing public, that growth once again trumps strength and stability, satellite radio holds tremendous growth opportunities, especially Sirius, which now has Howard Stern, as well as the NFL, NBA and NHL - and about 1/5 the customer base of XM... for now. And just like everything else, just wait until XM's subscribers get sick of shelling out extra money for "premium" content.
Cha-ching!
Cool to swear. So nice.
My stomach's a-growlin'. Once again, I didn't eat breakfas... oh, yes I did. Dunkin' Donuts. Again. I have to cut back. For my family. Way too much around the middle. I was running in order to get in shape for beer league hockey. Need to get back on that train, too. My knees are starting to hurt under the strain. Damn. As for Dunkin' Donuts. What a stock that would be to own...
My stomach's a-growlin'. Once again, I didn't eat breakfas... oh, yes I did. Dunkin' Donuts. Again. I have to cut back. For my family. Way too much around the middle. I was running in order to get in shape for beer league hockey. Need to get back on that train, too. My knees are starting to hurt under the strain. Damn. As for Dunkin' Donuts. What a stock that would be to own...
