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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
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To: Obewon who wrote (204)1/2/2002 11:18:06 PM
From: i-node  Read Replies (1) of 3386
 
There are definite barriers which need to be overcome before either XMSR or SIRI are worth the values they are currently being assigned in the market

What are these barriers you're referring to? I see A barrier -- i.e., the business (XMSR) isn't breaking even yet; however, it is certainly proceeding according to a well-defined plan (I don't necessarily feel the same way about SIRI).

The real issue for XM is whether they're going to be able to close deals with a large number of automakers; ultimately, should SIRI fail to deliver on time resulting in XM locking up other automakers, XM could take the upper hand and be untouchable.

To me, the suggestion that XM is overpriced is silly. While there IS a great deal of hype, the fact is that the business model is very, very strong -- I haven't seen anything quite like it in many years. Other than concerns over losing business to SIRI, there really isn't anything that can stop XM from being a hugely profitable business within 5-10 years, which is the kind of horizon I have for long-term investments.

I do NOT think this is a stock for short-term investors. While it continues to be underpriced, until we are a year or two into subscriptions it is quite unpredictable. If you needed the money, it would best be placed somewhere else.

There are tons of idiots involved with this stock (on this board & others) who can't even construct a sentence with a complete thought, let alone understand a set of financial statements. As a result, trading is erratic and it is difficult to weed out meaningful information found amongst the absolute garbage.
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