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Reason #5: Sirius has a superior product

I've heard all of the arguments against SIRI including the threat from Apple (AAPL) and its iPod product. I'm not sold on the threat. Satellite radio offers a plethora of choices and listening options with ease of use. The number of early adopters likely to be willing to use a competitive product is relatively small in my opinion, and does not diminish the growth potential of SIRI.

With installation of satellite now a standard in most autos, a simple activation call is all that is required. It does not get much easier than that. As for those still clinging to terrestrial radio, there is simply no competition. Even if the so-called "King of Media," Howard Stern, leaves the satellite world, there is still plenty of satellite-only content, including major professional sports content that cannot be found on traditional radio.

Nothing has changed here, and if anything, the value of SIRI's superior content has been enhanced during this period.

NEXT: My Target Valuation for SIRI