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Technology Stocks : Satellite Radio & Competing Technologies

SIRI 21.70

-6.4%

Oct 31 3:59 PM EST

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To: RedCrystal who wrote (132)	3/21/2005 11:39:01 PM
From: i-node	of 180

>> C&P appears to be a stoke of genius. No doubt about it. XM's engineering is just kicking ass IMO, and you really have to wonder what's next. Every innovation thus far has come from XM, it seems to me (the biggies being the PNP, the MyFi, and now C&P). While Sirius was out throwing money at retailers (RSH and SatTV retailers) to get them to hawk their product, XM has, I think, effectively cut them off at the knees by focusing on the technology. With C&P, it is so inexpensive for manufacturers to add XM they almost have to do it. And it is totally impractical for them to add Sirius to these receivers at this time, just due to cost constraints. The real question is how long will it take Sirius to come up with something competitive.... (I'm sure they could announce it any day, but actually HAVING it, that's a different matter).

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