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: Obewon who wrote (210)	1/3/2002 6:05:25 AM
From: i-node	Read Replies (1) of 3386

My caution on XMSR and SIRI is mainly focused on the HUGE cash outflows scheduled over the next several years as part of their marketing contracts with automakers. All this really depends on (1) whether people will pay the $10/month; and (2) how quickly they'll decide to do so. My personal belief is that people are flocking to XM right now, and hardly know of its existence. Once they are aware of the product, I believe they won't be able to live without it. The stock is cheap to own, and has tremendous upside potential. And the product appears to me to be a winner. Given these two factors, it just makes sense for me. It is a 5-10 year play, not a 2 month or 2 year play.

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