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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
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To: pcstel who wrote (643)5/8/2003 1:51:31 PM
From: i-node  Read Replies (1) of 3386
 
But, it still isn't a problem! Nothing but Blue Sky over here!

Well, the dilution situation is improving daily. A year ago we knew how much cash would be required. Thus far, these people have executed perfectly based on those numbers, nothing has changed.

Anyone who purchased the stock a year ago without knowing that further dilution was coming hadn't done their homework. That said, balance sheet cleanup is literally a coup.

Just as my original short from 22 to 7 was just fine!

Yeh, right. You sort of conveniently failed to mention that.

Hey, I'm sure there will be ups and downs -- and I've enjoyed trading those. The reality is that there is going to be a fairly steady upward trend in the coming months. We WILL see 20 before Jan 10 of next year.

It is clear we'll be seeing gross margins in the 65-70% range by year end, just as management has stated. At that point, the only argument becomes whether the subs will materialize.

I believe the rampup to sub numbers in the tens of millions will be much faster than previously thought. If you believe they won't, then by all means, you ought to be shorting the hell out of it.

Are you doubting the sub growth into 10s of millions over the coming 5-7 years?
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