SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: i-node who wrote (2090)1/19/2006 5:37:47 PM
From: pcstel  Read Replies (1) of 3386
 
Here is a classic from about 3 years ago...

To: pcstel who wrote (572) 4/25/2003 9:32:01 AM
From: AliasNotAvailable (David Ray)
All this is speculative. But I refuse to follow blindly the notion that XM is just like every subscriber business -- from cell phones to satellite TV, because it simply isn't; it doesn't look like it, the revenue and cost structures are totally different, and frankly, the equipment is totally different.

Like I said at one time. Wall Street is full of "bean counters".
Sure, they can get caught up in the Euphoria of some new technology now and then.. But, once the dust settles. They go back to counting beans.

The world is full of subscriber model investors who are convinced that "this one is different". In the end. A subscriber model is a subscriber model.

Or as I refer to them as.. Popsicle Stands.

Hows that CHURN doing these days??

And so it goes,
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News