There's Two Sides To Every Story on Sirius and RIM
So the question is, where would that leave Sirius XM? The popular argument will be that all can co-exist. Except it seems those same "three-headed monsters" were also the ones that caused RIM's current death spiral.
So it is hard to think that these competitors would spare a thought for Sirius. Would either of them consider an acquisition? Perhaps, but hardly unlikely since Liberty Media(LMCA) will have something to say about it.
So as we stand it's satellite delivery versus the IP -- which one is likely to win? Before you answer, ask yourself, what has Apple, Google and Microsoft lost recently?
At the time of publication, the author was long AAPL and held no positions in any of the other stocks mentioned, although positions may change at any time.
This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.