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Technology Stocks : Sirius Satellite Radio (SIRI)
SIRI 21.42+1.8%Jan 8 3:59 PM EST

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To: Ed Newman who wrote (1147)12/3/2004 8:24:12 AM
From: Michael Hart  Read Replies (1) of 8420
 
Off the top of my head:

1, What does each company consider the Cost of acquiring a new subscriber?

SIRI = $256 and rising

XMSR = under $100 and falling($74) stick in my head. The point is they have been dropping it consistently for over 4 quarters while SIRI's is rising.

2. What is the take rate for the people who get cars with XM vs cars with SIRI?

The question was asked in the last CC of XMSR and it was in the range of 40% I believe. Lower than I expected but did rise 2% quarter to quarter I believe.

Be Well,

Mike
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