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: i-node who wrote (413)	11/26/2002 12:23:49 AM
From: pcstel	Read Replies (1) of 3386

There simply is not one shred of evidence to suggest that deactivations are significant in number, and there is a great deal of anecdotal evidence that subscribers are extremely committed to the product. Why do you persist with what is apparently a molehill, not a mountain? I am not saying deactivation are significant. As a matter of fact. All my calculations are based on ZERO CHURN! But, the fact that they won't tell you exact figures, (which is STANDARD REPORTING procedure for a subscriber based model) leaves one to wonder why they don't provide them? Just think of it as another piece of hardware necessary to make the service work. It is another satellite. It has a cost. And that cost must be incurred as part of getting the business off the ground. Only problem is.. It is not another satellite.. It does not even become an Asset of the company. The company borrows money at 14% cost of capital, and it doesn't even become their asset. It's someone else's asset. You're trying to extract detail from external financial information that isn't present, and need not be. Really? I showed you Standard Reporting format for a subscriber based model. But, you think that some of the most critical reporting data need not be provided? To an overly skeptical individual, these could sound like danger signs. To someone who owns the product, it is all perfectly reasonable... Ahhh! OK! I see! No matter that standard metrics are not provided, nor that using the numbers that are provided leaves a discrepancy of about $500 difference in the Cost per Acquisition. However, we will overlook these discrepancies because it just doesn't matter for someone who owns the product, because, it is all perfectly reasonable?? Have you fallen in love with the stock and the company? PCSTEL

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