Sirius Satellite Radio (SIRI) Message Board

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Technology Stocks : Sirius Satellite Radio (SIRI)

SIRI 20.88

+1.9%

3:35 PM EST

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To: sixty2nds who wrote (1540)	12/28/2004 9:42:56 AM
From: Esoteric1	Read Replies (1) of 8420

Sirius Satellite: long term potential favors upside - SG Cowen (SIRI) 7.86 : -- Update -- SG Cowen believes that SIRI's long-term potential favors upside. Shorter term, they believe valuation will be driven by news flow and expect next set of news during CES on January 6-9. Firm has added 5 new variables to their new DCF: Share of Net Adds, Share of Market, Churn, SAC and Ad Rev Contribution. In their best case scenario where ad revs contribute to 20% of total revs, and mkt share is 50% by 2007, SIRI may be worth as much as $11.19. Incidentally: B of A owns about 60 million dollars worth of XMSR so they could have a bias. BANK OF AMERICA CORP... 9/30/2004 1,535,059 (234,083) (13.23%) $60,988 nasdaq.com

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