XM Satellite Radio Holdings Inc. (XMSR) Message Board

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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)

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To: Sirius_Rich who wrote (2184)	2/16/2006 10:03:38 PM
From: i-node	Read Replies (1) of 3386

>>> I don't think it worked. How can a rational person make such a claim? XM had net retail adds of 782,000 net new subscribers in Q4. Maybe Sirius had about a million. Sirius has spent $610 million to date, and will spend at least another $100 million before it is over, for this one-quarter, or at most, two-quarter success. So, XM spent $70 million in Q4 to "stay in the ballpark" in the face of what can only be characterized as suicidal spending by its competition. I think it worked well. It would have been nice if they had beaten their upped guidance. But they were close, passed it within a couple days after year end, and didn't destroy their P&L for the next five years.

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