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Technology Stocks : Sirius Satellite Radio (SIRI)
SIRI 20.60-0.3%Dec 26 9:30 AM EST

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To: rrufff who wrote (1004)11/1/2004 10:04:41 AM
From: i-node  Read Replies (1) of 8420
 
Stern is a start and there is nobody else who could have provided the kick start for SIRI to overtake XMSR in the hype department.

Okay. So, fine. Please answer the question. If content is going to be the big differentiator, tell me, what specifically will it be? You've said not MLB or NFL. We can certainly agree that Stern will not, in the life of his contract, bring more than 4M subs to Sirius. So, please tell me, what content determines where the OTHER 20M or so go?

Your comment is that Stern is childish and just like O&A shows you are ignorant as far as this aspect of the topic goes.

I'm not ignorant. I just have a more measured view of the subject than you do. I believe the childish pranks Stern pulls are no different to 95% of people from the childish pranks O&A pull. One and the same. There exists a sizable audience of people who are attracted to these pranks. I have no problem with it. But it is NOT going to drive SDARS success.

>> I don't think you'll make much money on XMSR.

I've already made plenty from it. But for the next few years, XM will continue to outperform Sirius in every respect. Content or no, XM's management is just so much better it really isn't a contest. Should Sirius get rid of Clayton, that could change -- but he has already dug a fairly sizable hole they have to dig out of.

>> I think we've said enough

Perhaps. But I would appreciate a bonafide attempt at an answer to the fundamental question I've posted several times. For your convenience, I'll repeat it once again:

Okay. So, fine. Please answer the question. If content is going to be the big differentiator, tell me, what specifically will it be? You've said not MLB or NFL. We can certainly agree that Stern will not, in the life of his contract, bring more than 4M subs to Sirius. So, please tell me, what content determines where the OTHER 20M or 50M go?
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