Friday, March 23, 2007

Interesting Comments In Bob Peck Peck Report

March 23, 2007

Bob Peck issued a report prior to a Bear stearns conference call in which a debate about the merger was conducted. The report is very interesting, but perhaps the most interesting point in the report was this:

With Confidence in Merits We Believe The Merger Will Likely Be Approved

(bolded sections were underlined in the report)

"After attending our 3rd satellite radio hearing in DC, reviewing the recent filings, speaking with various legal and political contacts, and working through the merits of the merger proposal, we believe the proposed merger is likely to pass regulatory hurdles with appropriate concessions. We underscore though that if political forces are more powerful than the merits of the deal, the outcome may be different. However, our sense is that the deal will be judged on merits and is therefore likiely to pass. Our opinion is in fact a vote of confidence in the FCC and DOJ, who we believe will base their decisions on what's best for consumers and the American public."

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3/23/2007 08:10:00 PM

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  • Thanks for keeping up with the analyst reports. Nobody else seems to do this. I really wonder what the analysts will say if Sirius/XM have 20 million subs together in 2008 after a merger. And the prospect of having OEM deals with just about every car manufacturer.

    By Anonymous MUSCLE13, at March 25, 2007 9:56 AM  

  • Just a quick question. Where do you get access to these analysts reports? I notice your site seems to be one of the few that has them.

    By Anonymous Anonymous, at March 26, 2007 12:59 PM  

  • We have various services we utilize to access reports in addition to communication with analysts, and readers. We hope you find the information, articles and comments on SSG valuable. we make efforts to balance the site with information and entertainment.

    By Blogger SSG, at March 26, 2007 1:15 PM  

  • Hey.

    Just wondering why you guys have not posted any NPD data recently. You used to do that monthly or so it seemed.

    Did you post NPD data for any of the 2007 months yet and I just missed it?


    By Anonymous Anonymous, at March 26, 2007 1:24 PM  

  • NPD for January came out at the very end of february....almost to late to really be meaningful.

    January 2007

    Sirius 55%

    XM 45%

    17 consecutive months that Sirius has had the advantage.

    Sales levels were similar to that of October 2006

    By Blogger SSG, at March 26, 2007 1:53 PM  

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