Co-Authored by Brian “Newman” Rayl and Dennis “Cos” Costa
A short time ago my partner Demian Russian wrote an article comparing Sirius XM Radio (SIRI) to a newly announced Slacker integration of ABC News. This sparked a conversation on our message boards and during our weekly Playground Radio show, which compared the pros and cons of each company’s offered services. Of course a discussion of these markets and operating platforms requires consideration of Sirius XM’s competition as a whole. Aside from the plethora of local Internet radio stations that we could talk about, whose programming is generally local and serves a different market, we instead turned our attention to the two audio players that are most frequently compared to Sirius XM as their competition — Slacker and Pandora.
It was decided that we would do a “Bull vs. Bear” type debate, written about the Internet platform and the competition represented by these well known companies. A funny thing happened to us on the way to the debate table – both of us could not come up with a valid disagreement between the two of us. Instead, we determined that the main disagreement between us was the impetus for Sirius XM to commit to such a move in the first place. Should Sirius XM Radio develop a more complete package for the Internet platform themselves, or should they consider an outright purchase of either of these two companies? Integrating either’s feature-packed software into the satellite radio company’s superior content might be the more preferred option, building on already well known and received services which both companies now enjoy. Read More
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