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: pcstel who wrote (391)	11/24/2002 4:45:03 PM
From: russwinter	Read Replies (1) of 3386

<Like Globalstar> I don't think XMSR's debt is really the primary issue here especially in comparison to the name you mentioned. Much smaller amounts involved, and much lower hurdles to cross to reach profitability. I just don't see the same animal. biz.yahoo.com biz.yahoo.com The tough part of this is that we are in a market that totally rejects real option theory or development plays, even sound ones. Still even though this is not risk adverse capital, new money financing XMSR likely is most focused on the execution (very good) and the viability of satellite radio (at minimum solid, and some (me) might say superlative). I've seen nothing at this point that disproves those focal points, nor am I seeing any blue sky whatsover in the valuation.

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