Sirius Satellite Radio (SIRI) Message Board

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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: Esoteric1 who wrote (1022)	11/8/2004 10:19:53 PM
From: Esoteric1	Read Replies (1) of 8420

SIRI/XMSR: Smith Barney starts SIRI at Hold ($7 tgt), but sees SIRI a better value than Hold-rated XMSR. OCT 01, 2004 zacks.com from ssb research 10/22 We believe the MLB deal has created rough content parity in the industry, and reiterate our thesis that the satellite radio industry is a traditional duopoly in the long term. Therefore, we are making the conservative assumption that the addition of MLB does not generate any incremental subscribers beyond those we have already included in the model. Also says: Importance of "Jump Ball" OEM Accounts. We assume that nonexclusive OEMs (i.e. Toyota and Nissan) will split roughly 50/50 between XM and Sirius. Should Sirius capture a large share of these OEMs, XM's subscriber base, and its valuation, could be negatively impacted.

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